Introduction to the Hostie app for iPad

 

The Hostie app is a robust and powerful app that runs on iPhone and iPad, and can be downloaded within the App Store. This introduction provides a high-level overview of the major areas of the app and includes external links to demonstrate specific workflows.

Use the links below to jump to specific areas, or read from top to bottom and use the links within each section to navigate between areas:

• To view an Introduction to the Hostie app for iPhone

• Introduction to Hostie App for the following access: Representative 

  • Getting Started
  • Inbox
  • Need Help

• Introduction to Hostie App for the following access: Organization Manager, Organization Representative, or Manager. 

  • Getting Started
  • Inbox
  • Settings
  • Metrics
  • Integrations
  • Prompt Request
  • Need Help

Introduction to Hostie App for the following access: Representative (return to top)

Getting Started (return to top)

1. Download the Hostie App from the App Store
   
   1. 
2. Select Allow when prompted with ""Hostie" Would Like to Send You Notifications. Notifications may include alerts, sounds, and icon badges. These can be configured in Settings."
   1. 
3. Select Log In
   1. 
4. Log in to your Hostie App
   1. 

Inbox (return to top)

1. Inbox tab
   1.  
2. Inbox Settings, Set visibility settings for your inbox
   1. 
3. Inbox Sorting, sort inbox by Resolved, Unresolved, or Autoresolved
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4. Inbox Filter, filter inbox by Calls, Texts,  Emails, and by Tags
   1.  
   2. 
5. Phone Number Actions, sort call by Resolved, Unresolved, or Autoresolved
6. Call Actions, flag the call for help, mark the call as Resolved, and copy link to share 
7. Text Actions, text the caller
   1. 

Need Help (return to top)

1. Need help? tab
   1. 

Introduction to Hostie App for the following access: Organization Manager, Organization Representative, or Manager (return to top)

Getting Started (return to top)

1. Download the Hostie App from the App Store
   1. 
2. Select Allow when prompted with ""Hostie" Would Like to Send You Notifications. Notifications may include alerts, sounds, and icon badges. These can be configured in Settings."
   1. 
3. Select Log In
   1. 
4. Log in to your Hostie App

1. 1. 

Inbox (return to top)

1. Inbox tab
   1.  
2. Inbox Settings, Set visibility settings for your inbox
3. Inbox Sorting, sort inbox by Resolved, Unresolved, or Autoresolved
4. Inbox Filter, filter inbox by Calls, Texts,  Emails, and by Tags
   1.  
5. Phone Number Actions, call the number back, or sort call by Resolved, Unresolved, or Autoresolved
6. Call Actions, flag the call for help, mark the call as Resolved, and copy link to share 
7. Text Actions, text the caller
   1. ..

Settings (return to top)

1. Settings tab

Metrics (return to top)

1. Metrics tab

Integrations (return to top)

1. Integrations tab

Prompt Request (return to top)

1. Add prompt tab

Need Help (return to top)

1. Need help? tab