Documentation / Account and organisations
Features per account
In short: Four parts of aishaa are only switched on if they have been activated for your account: Cases, Telephony, Ticket actions and Extra signatures. You can see in the account settings which ones are on. aishaa switches them on or off; you cannot change the switches yourself.
Where to find this
Go to Account > Account settings, section Features. Above the switches it says: “These features are managed by aishaa. Contact us if you would like to change them.”
Who: an Account admin sees the section. The features apply to the whole account, so to all organisations.
The Features section in Account settings with the Cases and Telephony switches and the text that these features are managed by aishaa.
The four features
| Feature | What it does | Where you see it |
|---|---|---|
| Cases | “Show case navigation, customer cases, and case management for this account.” You record customer cases based on case templates and follow them alongside the tickets. | Menu group Cases with Cases and Case templates; the Case tab next to a ticket; on your phone in the More menu. |
| Telephony | “Receive and answer phone calls in aishaa via a linked phone number.” Colleagues make and receive calls from aishaa; calls can be recorded and transcribed and are logged as a phone ticket. | Organisation > Telephony; the softphone and the notification for an incoming call; the Routing of incoming calls section in Account settings. |
| Ticket actions | “Attach follow-up actions with deadlines to tickets, including a separate list of open actions.” You attach tasks with a deadline and a person responsible to a ticket. | Menu Open actions; Account > Ticket actions for the catalogue; the Actions tab next to a ticket; the preference Email me when actions are assigned to me in My profile. |
| Extra signatures | “Allow users in this account to add alternative signatures and choose a default.” Each colleague can keep extra versions alongside their standard signature. | My profile, section Extra signatures; the signature menu in the email editor. |
Switch a feature on or off
Contact the aishaa team via the aishaa support chat in aishaa (menu Chat, conversation aishaa support) or via support@aishaa.nl.
Good to know
- In the Features section you always see Cases and Telephony. Extra signatures is only listed if that feature is on; you do not see Ticket actions in the list, but you can recognise it by the Open actions menu.
- If Extra signatures is switched off, existing extra signatures are kept, but they are no longer used.
- Telephony only works once a phone number has also been linked to an organisation. See Activate telephony.
- Articles about a function that requires a feature start with the sentence that the function is available if that feature has been activated for your account.