Getting to Know Weave

Become familiar with Weave terminology used in help guides and training.

Weave Desktop Application (App)

This is where you will use Weave in day-to-day interactions with customers. You can text, call, email, collect payments, and more within the desktop app. Learn how to download. 

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Find features and products within the buttons on the home page. 

Search for anything in Weave - including products or customer profiles - and find quick links to popular features using the search bar on the home page. 

Change your location, adjust settings, reach support, and navigate to the Weave Portal within the menu at the top right corner. 

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In the top bar, you can quickly:

  • Return to the home page 
  • Check chats within your team or Weave support
  • Change locations (for multi-office accounts)
  • See which location you are currently working in

 

Weave Portal 

Head to the portal in a web browser to see administrative tasks and settings. This is also known as the Admin Portal. Open the Weave Portal

Here's what it looks like: 

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The navigation bar is the menu on the left side of the Weave Portal. There you will find sections where you can find the settings and features you would like to access.

Other terminology

Ellipses Menu: More.svg Sometimes in the desktop app, you'll see an ellipses icon with three dots to signify there are more options available.

Filter: Filter-Alt.svg In features and products such as reviews, payments, and schedule, you'll see three funneled lines to signify there are options to filter the results you see.

Notifications: Pop-ups in the app for messages, reviews, and more

Tabs: Different sections you can click at the top of a page, such as in Users in the Weave Portal.

Mobile Application (App): You can download Weave on your mobile device to access messages, phone calls, emails, and more from anywhere. Learn how to download.

Weave Phones: Any phone distributed by Weave

Phone Tree: Prompt customers that call into your office to the correct extension through phone trees. You may have heard similar products called call trees, auto-attendant, or IVR (interactive voice response).

Call Pop: A feature that allows you to see customer information as they call before you answer the phone

 

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