Getting Started
Fundamentals
Setup
Workflows
Reporting & Analytics
Preferences
Account & Plans
Security and Privacy
Quick start for agents
Everything you need to know to accept your invite and join your teammates inside Keeping.
Welcome to Keeping!
If you haven't already, it can be helpful to start with a quick overview of Keeping. Once you have an overview of how Keeping works, read on to learn the basics.
Heads Up! This guide assumes that an admin has already connected a mailbox to Keeping. You'll need at least one active mailbox to use Keeping.
Accept Your Invite
An admin will need to send you an invitation before you can join your organization. Once invited, login to Keeping using the same email address that you were invited with.
Login to Keeping with your work Google account.
When you login, Keeping will ask for your permission to access your Gmail account. Keeping needs this access in order to sync your agent account with your mailbox account.
Keeping needs permission to your Gmail.
Good to know: Security and privacy are a top priority for Keeping. Every year we regularly undergo a rigorous security audit by the respected cybersecurity firm Bishop Fox. Contact us if you'd like to know more.
Once you've given Keeping permission to access your Gmail inbox, accept the invite and join your organization.
Accept Invite
Install the Chrome Extension
Now it's time to install the Keeping Chrome Extension. Go to the Chrome Webstore and click "Add to Chrome".
The Keeping Chrome Extension
Login to the Chrome Extension
After you install the Chrome Extension, refresh the browser tab where you use Gmail. A Keeping logo should appear in the upper right. Click on the Login link to login to Keeping with the same email address that you used to accept your invitation.
Login to the Keeping Sidebar with your work email.
Start Using Keeping
Keeping will start sync'ing your team's open ticket to your mailbox. You can find your Keeping toolbar in the left sidebar of Gmail.
Good to know: It may take a few minutes to fully sync your agent account. On your initial sync, Keeping only syncs your team's open tickets.
Feel free to start exploring on your own or read on get an overview of the basics. And if you are stuck, feel free to drop us a line at [email protected] and we'll jump in to lend a hand.
Keeping in your left Gmail Sidebar.
Last modified 25d ago