POPi/o Online Training

POPI/o Basics

This section teaches you the POPi/o basics, which includes getting started, setting up new users, how to use the call collaboration tools, and managing agent accounts. Click here to watch the training videos.

Slide Manager

This section will teach you how to use slides during a call, how to create new slides, sending slides and url’s to the consumer, and how to create and manage meetings.  Click here to watch the training videos.

Workflow Solutions Training

This section will teach you how to create, change, and modify workflows. Training includes: Adding and mapping PDF templates, workflow permissions, customizing the workflow process, and testing workflows. Click here to watch the training videos.

POPI/o Basics

This section will teach you the POPi/o basics including: getting started, setting up new users, how to use the call collaboration tools, and managing agent accounts

Or watch the individual segments below.

Video Agent Training
Call Collaboration Tools
System Manager Training
Network Diagnostics​
Slide Manager

This section will teach you how to use slides during a call, how to create new slides, sending slides and url’s to the consumer, and how to create and manage meetings

Meetings
Slide Manager - Send Static Slides and URL's
Slide Manager - Send Static Slides and URL's
Workflow Solutions Training

This section will teach you how to create, change, and modify workflows. Training includes: Adding and mapping PDF templates, workflow permissions, customizing the workflow process, and testing workflows. 

Or watch the individual segments below.

Work Flow Permissions
Adding and Mapping PDF Templates
Customizing the Process Flow