Why the Cloud Messenger for On-Premise Customers?
We aim to have the Messenger/Chatbot provide a self-service portal to:
Simplify all interaction; act as a single channel for all our customer communication
A single place to raise feature requests, report defects, as How To questions etc.
Receive product news and have access to the latest Release Notes
piplanning.io Messenger/Chatbot Access + Login
Prerequisite: An existing User account on the piplanning.io Cloud service is required for our On-Premise customers/users.
Whenever you need to ask a question, report an issue, share feedback, then all you need to do is, login to this piplanning.io cloud account, and access the Messenger/Chatbot. Alternatively you can send an email to [email protected].
Prerequisite: Create an account on piplanning.io Cloud service
Follow these instructions to create your self-service portal account
Specific web address to use for On-Premise customers to register a User account on our cloud instance: https://setup.piplanning.io/onprem-register
Note: You only need to create one account for your organization. Within the portal you can invite further users to give them access.
Messenger/Chatbot - piplanning.io Self-Service Portal
IF you have a User account created on the piplanning.io Cloud instance, then login, and open the Messenger/Chatbot in the bottom right corner.
Go to setup.piplanning.io and login with your piplanning.io Cloud account
While you can still reach out to us sending an email to [email protected], using the portal messenger is a more convenient and a faster way to get the answers you need.
After logging into the piplanning.io Cloud platform you can access the Messenger/Chatbot in the bottom right corner. Click on the icon to open the Messenger.
piplanning.io Messenger/Conversational Support Toolbar
Home
Fast access to:
Start a conversation
Help Articles
Messages / Tickets
Find ongoing and past conversations. Ask us any question, provide us feedback or if you believe there is a bug, report a Problem Ticket.
To learn more about how to use messages and tickets, please check out the In-App Support (Messenger) article
News
Latest product news, highlight features and release notes (COMING SOON)
Help
Access to our Help Articles (including this one 😀)
Invite other Users
If you wish you can invite more users inside your organization to have access to the piplanning.io Cloud In-App Messenger/Chat support (self-service portal).
Navigate to Users
Click Create New User
Add Email address, provide the name and set the role
Press Save
IMPORTANT: To be able to access the Messenger/ChatBot, the new User must given either the PI Admin or Admin Role (even in this Cloud instance that you are creating them in).