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Using the Kaleidoscope Help Center for Client Support

This outlines the steps to effectively use the Kaleidoscope Help Center for client support.

Updated over 2 weeks ago

Key Steps

Step 1: Log In to Kaleidoscope 0:18

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  • Open your internet browser.

  • Log in as a client user.

Step 2: Access the Help Center Chat 0:46

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  • Once logged in, look at the lower right-hand corner of your screen.

  • Click on the small chat icon with a 'K' (speech bubble) to open the Help Center.

Step 3: Explore Help Center Resources 1:04

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  • You are now in the Help Center and Support Center.

  • You can send messages and access in-app walkthroughs.

  • Visit the Help Center for collections specifically for administrators.

Step 4: Find Specific Help Articles 1:24

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  • Within the administrator collection, explore subtopics such as:

  • Program Build and Edit

  • Application Management

  • Connect

  • Review Board

  • Disbursements

  • SRS

  • AI and Plagiarism

  • Training Videos

  • Legacy Program Builder and Application Manager

  • Each subtopic contains articles with step-by-step guides.

Step 5: Ask a Question 2:05

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  • If you have a specific question, type it into the chat.

  • You can also select from suggested topics.

Step 6: Receive Answers and Articles 2:37

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  • The AI agent will scan resources and provide the best possible answer.

  • You will receive help articles with step-by-step guides and screenshots.

Step 7: Contact Support if Needed 3:06

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  • If your question is not answered, it will be sent to customer success and support teams.

Step 8: Utilize the Chat Feature 3:33

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  • Remember, you can use the chat feature in the lower right corner without leaving your client portal.

Cautionary Notes

  • Ensure you are logged in as a client user to access the Help Center.

  • If you do not receive a response from support, check your spam folder for replies.

Tips for Efficiency

  • Familiarize yourself with the Help Center layout to quickly find resources.

  • Use specific keywords when asking questions to get more accurate answers.

  • Bookmark frequently used articles for quick access.

Link to Video Walkthrough:

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