Field guide

Collections

• Properties

  Managing properties and linking accounts to units.

• Error management

  Learn how to handle common errors and issues.

• gaiia Agent

  Asking gaiia questions in plain language from the Home page and AI Chats.

• Orders and checkout

  Setting up your checkout, plans and add-ons, referrals and order attribution, and following orders.

• Analytics
• Inventory
• Deep dive
• Communications

  Customer communications: templates, merge tags, system messages and mass communications.

• Custom objects

  Creating custom objects to store your own data in gaiia.

• Conversations

  Managing customer conversations from a shared inbox.

• Issues

  Finding and resolving issues: workflows that left their intended path and accounts out of sync.

• Businesses

  Managing business customers and their accounts.

• Product
• Billing

  Invoices, payments, proration, delinquency and other billing operations.

• Fulfillment

  Shipping equipment to customers and handling returns and swaps.

• Tickets

  Handling tickets: templates, quick replies, custom statuses, due dates and forms.

• Client portal

  The portal your customers use to manage their account, payments and preferences.

• Agent Hub

  Setting up and managing AI agents.

• Network

  Network sites, ports and incidents.

• Projects

  Planning and tracking projects in gaiia.

• Workflows
• Accounts

  Creating and managing customer accounts: details, statuses, subscriptions, equipment and verification.

• Addresses

  Managing service addresses, address validation, coordinates and address custom fields.

• Mobile

  Adding and managing mobile services.

• Products

  Building your product catalog: products, discounts, bundles, promo codes and broadband fact labels.

• Workforce

  Scheduling technicians and managing work orders, work types, shifts and coverage areas.