Ask Goldie Concierge Onboard Service

This service costs 1 hour of Professional Services training.

The Ask Goldie Concierge Onboarding Service provides your firm administrator with guided assistance through the click-to-buy process to obtain your free Ask Goldie support agent and licenses. Your firm will then receive guided support with the initial setup process, including configuring users and access.

• Once setup is complete, your firm will be guided through the process of using Ask Goldie, including how users can ask questions, navigate responses, and use Ask Goldie as a day-to-day support resource.
• This service is designed to provide a smooth onboarding experience and help your firm feel confident using Ask Goldie.
• By investing just 30 minutes in onboarding, your organization gains a scalable, self-service support solution that delivers faster access to information, improved user experience, and greater flexibility in how support is obtained.

• Immediate Access to Answers – Receive support anytime, day or night, without waiting for business hours, callbacks, or ticket responses.
• Faster Issue Resolution – Quickly find solutions, troubleshooting guidance, training resources, and best practices through a single, easy-to-use interface.
• Unlimited Knowledge Access – Leverage the same knowledge resources utilized by the Vertican support team, including documentation, training materials, procedures, and product expertise.
• Personalized Adoption Assistance – Our concierge onboarding ensures your team is properly configured and comfortable using the platform from day one.
• Prepare for Upcoming Support Changes – The AI Support Agent will become the standard starting point for support interactions. Completing onboarding now ensures your users are prepared and can continue receiving assistance with minimal disruption.