Quick Access & Resources
Intercom Inbox
Access customer conversations, tickets, and live chat support
ActiveKnowledge Base
Manage support articles and troubleshooting guides
ActiveSalesforce
Customer relationship management and account details
ActiveEscalated IS Tickets
Escalated Intercom tickets for IS accounts grouped by account
LiveEscalated CSM Tickets
Escalated Intercom tickets for CSM accounts grouped by account
LiveImplementation Blockers
Live SF dashboard: CRM, iCampaign & IQ blocked and delayed implementations
LiveDazos Customers
Live account data: status, segment, sentiment, risk, journey phase
LiveMonday.com
Project management and team collaboration platform
ActiveCall Tracking Metrics
Monitor and analyze call tracking data and metrics
ActiveGoogle Docs
Create and edit documents online
ActiveGoogle Drive
Cloud storage and file sharing
ActiveZapier
Workflow automation and integrations
Active🔐 Third Party Credentials
Access credentials and API keys for third-party platforms and EMR systems
KIPU API Keys & EMR Logins
KIPU API keys and integration credentials
ActiveCall Manager Logins
Call manager system login credentials
ActiveBilling Platform Logins
Billing platform login credentials
ActiveSunwave Logins
Sunwave EMR login credentials
ActiveLightning Steps Logins
Lightning Steps system credentials
ActiveBest Notes Logins
Best Notes EMR login credentials
ActiveEMR Sandbox Logins
EMR sandbox environment credentials
ActiveRitten Logins
Ritten platform login credentials
ActiveAlleva Logins
Alleva EMR login credentials
ActiveDocuSign Logins
DocuSign platform login credentials
Active📋 Jira Boards
Project boards and sprint planning for development teams
Priority 1
High priority support engineering issues
ActivePriority 2
Secondary priority support engineering issues
ActiveiCampaign P1 Board
Priority 1 issues for iCampaign project
ActiveResolved Review
Review and manage resolved support tickets
ActiveCRM Sprint Board
CRM development sprint planning and tracking
ActiveiCampaign Sprint Board
iCampaign sprint planning and backlog management
ActiveIQ Sprint Board
IQ development sprint planning and backlog
Active📡 API Documentation
Kipu API
Patient and treatment API documentation
ActiveRitten API
Ritten platform API documentation
ActiveSunwave API
Sunwave EMR API documentation
ActiveAlleva API
Alleva EMR API documentation
ActivepVerify API
Insurance verification API documentation
ActiveCallRail API
Call tracking API documentation
ActiveKipu Sandbox
Test environment for KIPU API
ActivepVerify Dashboard
Insurance verification management
Active🔧 Troubleshooting Tools
Tools for diagnosing and troubleshooting integration issues
KIPU Response Checker
Check API responses for patient data
ActiveVOB Response Checker
Debug VOB responses from the CRM
ActiveFormula Calculator
Build and test data formulas
Active📋 Standard Operating Procedures
SOPs from Google Drive — auto-synced in real time
Vacation Days
0 days used
Birthday Day
Use during your birth month
Personal PTO
0 days used
Company Holidays 2025-2026
- Memorial Day - Last Monday of May
- Independence Day - July 4th
- Labor Day - First Monday of September
- Thanksgiving Day - Last Thursday of November
- Christmas Day - December 25th
- New Year's Day - January 1st
Submit PTO Request
Important Rules:
- Maximum 10 consecutive business days per request
- Requests auto-approve if no overlap with teammates
- Overlapping requests go to admin for review
- Birthday day must be used during your birthday month
My PTO Request History
Team Calendar
See who's off on your team
My Office Check-Ins
Your office visit history and stipend earnings
CRM Importer
Migration Jobs
Admin Panel
Add New User
All Users
Create New Quiz
All Quizzes
Training Results
Allowed Office IP Addresses
Employees can only check in from these IPs.
Import Check-In Data (CSV)
Upload a CSV with columns: Email + date columns (M/D/YYYY). Value 1 = checked in.
Roles
Teams
Template SOP
Pick an existing CE Playbook SOP to use as the formatting template for all new SOPs you create.
Create New SOP
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Publish Release Note
Regenerate User Guides
Click Auto-Update All Guides and AI will write a complete user guide for every module automatically — no setup required. If you've published release notes, they'll be included too.
Published Release Notes
KB Gap Assistant
Articles Published by Rep
Feature Docs Published by Rep
Recent Gaps
| ID | Topic | Source | Severity | Template | Status | Created | Actions |
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| ID | Source Document | Article Title | Status | Created | Actions |
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| ID | Topic | Source | Severity | Template | Published By | Published | Intercom Article |
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| ID | Topic | Source | Severity | Dismissed Reason | Created | Actions |
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| Date | Source | Status | Messages | Gaps Found | Triggered By |
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Intercom Settings
Knowledge Base & Documentation
Scan Configuration
Data Management
Remove orphan gaps from stopped/failed scans. Keeps all your reviewed gaps intact.
Dismiss existing Intercom gaps whose source ticket or conversation is still open or in-progress (not yet closed/resolved). Runs in background — refresh after ~1 minute.
Use AI to find and dismiss duplicate gaps that cover the same topic (even if worded differently). Keeps the oldest gap and dismisses newer duplicates.
Re-generate all article drafts using the current KB templates. Applies to all existing gaps including approved ones.
Re-scan only threads where no gap was previously found. Use this after scanner improvements to catch gaps that were missed without re-processing everything.
Reset ALL processed thread history so the next scan re-reads all conversations fresh.
Nuclear option: delete ALL gaps, scan history, and processed records for a complete fresh start.
User Manual Refiner
Step 1: Select Manual from Google Drive
Step 2: Release Notes
Step 3: Refine
📄 All release docs from the dev team's Google Drive folder are automatically pulled in as authoritative context, alongside the release notes above.
| Title | Status | Created By | Date | Actions |
|---|