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 π)
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).