If your business meets this criteria, register your business on Insyts to start your loan application.
You will need to submit the following:
If you experience any problems, send your application documents to firstname.lastname@example.org
In order to get personalized actionable insights and access to funding we use your POS data and Bank data to create an alternative credit score.
The onboarding process requires you to enter a financial goal. This helps us help you reach and even exceed your goal.
To change the goal you set initially you will need to navigate to the "Dashboard" > Scroll down and find "Financial Goals" on the right side of the page > Select "Update Goal" > A small screen will appear.
Fill in the required information under "Funding Target", "Use of Funds" and "Target Period". When you are satisfied with the information you have entered, select "Update".
Ensuring that your data is kept safe is our priority. Here are some of the ways we protect your data:
In order to view your insights on the dashboard you will need to link your POS to the Insyts platform.Option 1
To do this, navigate to the menu on the left of the page. Select "Settings" > "Update Linked POS" > Under "Provide your credentials for Access" > Choose your POS from the list > Enter your "User Credentials" and your POS password > "Submit".Option 2
Another way to link your POS data is to manually upload your POS file.
To do this, navigate to the menu on the left of the page. Select "Settings" > "Update Linked POS" > Scroll down to "OR manually upload your file" > "Choose File" > Select the file from your computer > Select "Upload".
You can now also also add the POS extension onto your desktop. This ensures your Insyts dashboard displays updated and relevant information about your business.
You can use our Knowledge Capture app to leverage your team’s collective knowledge.
Using the app, agents can:
Agents never have to leave the ticket interface to share, flag, or create knowledge, so they can help the customer, while also improving your self-service offerings for other customers.
To get started, see our Knowledge Capture documentation.
And before your agents can start creating new knowledge directly from tickets, you’ll need to create a template for them to use. To help you along, we’ve provided some template ideas below. You can copy and paste any sample template below into a new article, add the KCTemplate label to the article, and you’ll be all set.
You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how.