Difference between revisions of "Help & FAQs (New Web)"
Ashley DeBon (talk | contribs) (→CallProof Academy) |
Ashley DeBon (talk | contribs) (→Good to know) |
||
| Line 141: | Line 141: | ||
<div style="clear:both;"></div> | <div style="clear:both;"></div> | ||
| − | |||
| − | |||
= Manager: Add a company tutorial video = | = Manager: Add a company tutorial video = | ||
Revision as of 13:13, 27 July 2026
Path: Callproof Support - New Website - support Menu - CallProof Academy
Contents
CallProof Academy
Screen purpose: Browse and watch CallProof training videos by category — including global CallProof tutorials and your company’s own videos.
- See video categories with video counts
- Open a category to view its videos
- Watch a video in a popup player
- Managers can add company-specific training videos
Screen title (page header): Welcome to CallProof Academy
Browser title: Show Tutorial Videos
Menu label (when present): CallProof Academy
Address: /show_tutorial_videos/
How to open CallProof Academy
- Sign in to CallProof.
- Open the sidebar / account menu.
- Click CallProof Academy (opens
/show_tutorial_videos/).
Option B — Direct address
- Go to your CallProof site and add
/show_tutorial_videos/. - Press Enter.
Permissions
- You should be signed in.
- All users can browse categories and watch videos available to their company.
- Managers see Add New Video and can create / edit / delete company-specific tutorials.
- Global CallProof categories are shared; company videos only show for your company.
What you see on the Academy home
Header
- Welcome to CallProof Academy
- Add New Video (managers only) — goes to the manage screen at
/tutorial_videos/
Category cards
Each card shows:
| Item | Meaning |
|---|---|
| Folder / thumbnail | Category tile |
| Category name | Group of related videos |
| (count) | How many videos are in that category |
Click a card to open that category’s video list.
Related screens
| Screen | Address | Purpose |
|---|---|---|
| CallProof Academy (this page) | /show_tutorial_videos/
|
Category hub |
| Category videos | /show_specific_videos/?specific_category_id=<id>
|
Videos inside one category |
| Add and Update Tutorials | /tutorial_videos/
|
Managers add / edit / delete company videos |
Why CallProof Academy matters
| Action | Purpose | When to use it |
|---|---|---|
| Browse categories | Find the right training topic quickly. | New hires, feature rollouts. |
| Watch a video | Learn CallProof without leaving the app. | “How do I do X?” |
| Add company video | Share your own process training with the team. | Managers posting internal how-tos. |
| Edit / delete | Keep company training current. | Links change or content is outdated. |
Open a category and watch a video
Steps — open a category
- Open CallProof Academy.
- Click a category card.
- The category page opens with breadcrumb:
Welcome to CallProof Academy » [Category name]
- Thumbnails of YouTube videos appear in a grid.
Steps — watch a video
- Click a video thumbnail (or the play icon).
- A popup opens titled Welcome to CallProof Academy / Tutorial Videos.
- The video plays in an embedded YouTube player.
- Read the description under the player when one is provided.
- Close the popup when finished (playback stops when closed).
Good to know
- If the embed cannot load, use Watch on YouTube in the fallback message.
- Click the breadcrumb Welcome to CallProof Academy to return to the category hub.
- Videos must have a valid link to appear.
Manager: Add a company tutorial video
Manage screen title: Welcome to CallProof Academy » Add and Update Tutorials
Address: /tutorial_videos/
Steps
- From CallProof Academy, click Add New Video (managers).
- Or open
/tutorial_videos/directly. - Click Add New Video again on the manage screen (opens the Add New Tutorial popup).
- Enter:
- Video Title (required)
- Video Description (required; keep under 1024 characters when editing)
- Video Link (required — must be a valid YouTube link)
- Click Save.
- Success message: tutorial video added successfully.
- The video is stored under your company’s company-specific category so your team can find it in Academy.
Good to know
- Only YouTube links are accepted. Invalid links show an error.
- New company videos are tied to your company, not every CallProof customer.
- Use Load More on the manage screen when more than the first batch of videos is available.
Manager: Edit or delete a company video
Edit
- Open
/tutorial_videos/. - On a video card, click the Edit (pencil) button.
- Update Title, Description, and/or YouTube Link.
- Click Update.
- Success message: tutorial updated successfully.
Delete
- Click the Delete (trash) button on a video card.
- Confirm in the delete popup.
- Success message confirms removal.
- The list refreshes.
Reorder (when available)
- On the manage screen, use the drag handle on a card.
- Drop it in the new position to save a new order.
Typical workflow
- Open
/show_tutorial_videos/. - Pick a category card.
- Click a thumbnail and watch the lesson.
- Close the popup and try the feature in CallProof.
- Managers: add internal process videos under Add New Video so the team sees them in Academy.
Tips and important notes
- Page header says Welcome to CallProof Academy; browser tab may say Show Tutorial Videos — same area.
- Academy videos are different from Help Scout docs or external marketing FAQ pages.
- Company-specific videos appear only for users in your company.
- Global categories are shared CallProof content (not limited to one company).
- Closing the watch popup clears the player so audio/video does not keep playing in the background.
- Prefer clear titles (for example “How to Create an Event Form”) so reps can find videos fast.
Need help?
- No categories shown: there may be no published videos with links yet — ask a manager or support
- Video will not play: try Watch on YouTube, or check that the link is a valid YouTube URL
- Cannot add a video: confirm you are a manager and the link is YouTube
- Added a video but teammates cannot see it: confirm they open CallProof Academy and the company-specific category
- Other issues: email support@callproof.com