Nivo Console Users (For agents and admins from financial institutions)

Product Updates

• Product Update: Customise SMS Invite Default Message - March 2022
• Product Updates - September 2022
• Product Release Updates 2021-08
• Product Release Updates 2021-07
• Changes to Email Notifications 2021-06
• Product Release Updates 2021-06

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Console Basics

• Nivo Console Basics
• Inviting your First Customer
• Folders for managing your Nivohub Console workflow
• Case Dashboard
• App Actions
• Automated Chasers

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Admin

• Single Sign On (SSO)
• Customise SMS Invite Template
• Configuring document request type labels
• Add and remove agent users
• How to download lists of the people contacted via Nivo
• Marketing Tips and Best Practices

General

• Document Preview
• Custom Web Widgets
• Customer document upload via Desktop
• Editing the file name of an uploaded document
• Template Merge Field Names
• Credit Union Continuity Forum Webinar Recap

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Quick Questions

• Error Message: Unexpected Problem Encountered
• International Customers on Nivo
• What is the largest file size that a customer can send via Nivo?
• What is the clock and check mark beside the message I sent?
• File or Message Deletions
• How do I enable notifications on Google Chrome or computer?

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Identity and Verification including Onfido ID checks

• Understanding different ID&V levels
• Onfido ID&V Overview
• What do the results for an Onfido identity document check report mean?

eSigning

• eSigning Overview
• eSigning Whitepaper
• Manual Direct Debit Mandate

Forms

• Building and customising Forms
• Advanced Form Conditionality
• Downloading Form answers on Nivo (CSV or PDF)
• Groups for Bots and Forms
• Importing and Exporting Forms
• Downloading a Form from Nivo

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Bots

• How do I access my bot deep links and QR Codes?
• Format Text
• Advanced Bot ID&V Conditionality
• Basic Bot Conditionality
• Automated Out of Archive Message Bot
• Groups for Bots and Forms

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How to Build Example Bots

• Building a Welcome Bot - Example
• Building a Feedback Bot - Example
• Building a Customer Invite Bot - Example
• Building an eSign Bot for a Direct Debit Mandate - Example
• Building a Change Address Bot - Example
• Building a Bot to Request a Document - Example

Open Banking via TrueLayer

• TrueLayer Open Banking Overview
• Service updates on Truelayer outages
• How to revoke a customers access to Open Banking?
• Open Banking Report
• Open Banking App View

Bulk SMS and Bulk Bots

• Sending Bulk SMS
• Using Bulk Send with Nivobots

Webinar Recordings

• Webinar: Enhanced Form Conditionality and eSigning
• Discovering Open Banking a Fireside Chat and Q&A with Steve Morrison, Truelayer (July 2020)
• Credit Union Marketing Webinar: Nivo & Zync Digital (June 2020)
• In Conversation with Jodi Lund, JMW (June 2020)
• Specialist Finance Series with Kim McGinley, VIBE Finance (May 2020)
• Credit Union Continuity Forum (April 2020)

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API/Integrations

• Nivo SDK and Whitelabelled App
• Accessing your API keys
• Where to Find Documentation on the APIs and Webhooks

Business to Business Messaging

• Business to Business Messaging Basic Overview
• Business to Business Message Forwarding