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MSAP Psychic Cloud Ideas Portal

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ask for reviews

After a certain amount of time on the app (maybe 15 mins?) there could be a popup in the app that asks if the user is enjoying the app. If yes, they are invited to leave a review. if not, link to where they give feedback
Nick Benedict over 1 year ago in  0 Added to Roadmap Backlog

Sales Performance Analytics

Add below to the Psychic Cloud PowerBI dashboard. Sales Dollars Burned Dollars Conferences Conference Minutes New (first 30 days) & Existing Members in Conference
Carissa Bhardwaj over 1 year ago in  0 Added to Roadmap Backlog

Enable Single Sign On for Psychic Cloud Admin

Enabling Single Sign-On would allow those with VSE accounts to login to the Admin site using their current username and password and to not have to separate credentials and management. It would also allow for MFA. For external users who do not hav...
Guest almost 2 years ago in  0 Added to Roadmap Backlog

Adjust Psychic Cloud Admin Welcome Email

Current welcome email does not contain link to admin site. It should include a link to the application user was added to.
Guest almost 2 years ago in  0 Added to Roadmap Backlog

Bright Pattern and/or Service Desk Integration

Current ticketing/communication system in Psychic Cloud admin portal is rudimentary with no agent tracking, customer tracking, quality management and reporting that I can see. As the VSE Relationship Center becomes more and more involved in commun...
Guest almost 2 years ago in  0 Added to Roadmap Backlog

Compensation rate configuration for each advisor

Update the current compensation rate across all advisor to be for each advisor. MVP is to allow configuration by admin, followed by allowing each advisor to set their own rate in the future.
Carissa Bhardwaj almost 2 years ago in  0 Added to Roadmap Backlog

AI Psychic Reading on website

Stemming from conversation with Gary. Idea would be to create a landing page that offered a free AI reading. Ideally, this would be paired with an email and/or phone number capture (e.g., we'll text you / email you the results) so that we can nurt...
Nick Benedict almost 2 years ago in  0 Added to Roadmap Backlog

Transcribe recorded content

No description provided
Carissa Bhardwaj about 2 years ago in  0 Added to Roadmap Backlog

Speech-to-text voice memo

No description provided
Carissa Bhardwaj over 2 years ago in  0 Added to Roadmap Backlog

Simplify transaction history

Combine held amount and adjusted amount, only display the finalized amount
Avril Wong over 2 years ago in  0 Added to Roadmap Backlog