Recent Articles
Installing OktoRocket - CE as a Desktop App in Chrome
How to Add OktoRocket - Customer Engagement to Your Desktop 1.Open your browser and navigate to the OktoRocket Customer Engagement login page or home page. 2.In the browser, please click on the three dots in the top right menu to show your browser's ...
📇 Using vCards in Canned Messages
Overview vCards (Virtual Contact Files) are a powerful tool for sharing complete business contact information with your clients. OktoRocket supports embedding vCards into canned messages, making it easier than ever to send a digital business card ...
OktoRocket Dashboard
OktoRocket Dashboard – Step-by-Step User Guide The OktoRocket dashboard is the central hub for managing customer interactions. It is accessible to all users, but advisor-level users have it set as their primary interface upon login. 1. Accessing the ...
How to Create a New User in OktoRocket
How to Create a New User in OktoRocket This step-by-step guide is intended for site managers and administrators who are responsible for onboarding new users in OktoRocket. The instructions below cover everything from accessing the Users tab to ...
Navigating Your OktoRocket Instance
The Admin Dashboard is your hub for managing customer engagement, communications, and operations. Use the collapsible left-hand menu to access key modules like campaigns, calendar, reports, and more. Admins and Site Managers also unlock advanced ...
Popular Articles
OktoRocket - Training Sessions
Level Up with OktoRocket! Join Our Weekly Training Sessions Ready to maximize your customer engagement with OktoRocket? Our twice-weekly training sessions are here to help! Whether you're new to the platform or want to refine your expertise, these ...
Employee/User Management
This article highlights how to add users to DC. Depending on the modules your company uses along with your shop management system, these steps will differ. Adding the user to DC Log into DC as an administrator. Click on Users in the left navigation. ...
How to redirect phone calls during power or internet outages
This guide is essential for anyone looking to maintain seamless communication during power or internet outages. It provides straightforward steps to redirect phone calls, ensuring that important calls are not missed when primary systems fail. By ...
Release Notes
? OktoRocket - Customer Engagement (DC): Version 3.1.60 ✨ Enhancements Alternate Contacts When sending inspections to alternate contacts, you can now set and display the task under the alternate contact’s name. Import Format Support All imports now ...
DC Connect+
DC Connect+ is a mobile app enabling access to calls, text, voicemail and notifications while on the go. This guide highlights the login process and the various features of the app. Your shop must be on our latest voice infrastructure to use the ...
step by step instructional user guides
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