Here at Mogli we provide a variety of foundational services and self-service resources included with every plan. For more specialized needs—like building out complex custom workflows or handling deep data migrations—our team is ready to step in with expert professional services, or you can dive into our guides to build it yourself.
Whether you’re looking for a quick answer or a custom-engineered automation, the following breakdown clarifies how we partner with you to reach your goals.
Included in All Plans
Technical Support Every plan includes access to our incredible Technical Support team to help guide your experience via help@mogli.com. This support resource is available from Monday through Friday, between the hours of 9:00 AM and 5:00 PM Mountain Time. Please note that these services are unavailable during United States Public Federal holidays.
Resources Users are provided with a comprehensive suite of self-service and educational resources to ensure they can navigate the platform effectively. This includes full access to the official Knowledge Base and User Guide for technical documentation.
Basic Configuration The support team provides basic configuration services for up to two distinct environments. This setup encompasses standard objects such as Contacts, Leads, and Opportunities, along with additional objects, Gateways, and the notifications Utility Bar component. Depending on your specific plan, this may also include Intelligent Routing, WhatsApp integration, Mogli AI, Mogli Scheduler, Mogli Voice and an initial training session.
In-App Notifications To ensure users never miss an update, the platform features native In-App Notifications. These are designed to be highly visible and audible, utilizing blinking and chiming utility bar notifications to alert users to real-time activity within the application interface.
Requires Service Hours or DIY
You can choose to configure these items yourself, or you can leverage your available service hours to have our team handle the setup for you - the choice is entirely yours based on your team's capacity and technical preference.
Custom Notifications For more tailored communication needs, the system supports Custom Notifications across a variety of channels. This allows for the setup and delivery of specialized alerts via Email, Push notifications, Text messages, and Salesforce Chatter, ensuring that the right stakeholders are informed through their preferred medium.
Automations The platform's automation capabilities are extensive, covering everything from automated texts, surveys, and reminders to high-volume bulk messaging. Beyond communication, these tools can handle the creating and updating of records, as well as the management of custom permissions. This includes the configuration of Sharing Settings, Permission Sets, and Component Visibility to streamline complex workflows.
Professional Service Hours
Professional Service hours will be consumed for:
Custom permissions (outside from the Permission Sets included in our package), such as Sharing Settings, Permission Sets, and Component Visibility)
Automations, such as automated texts, surveys, reminders, bulk messages, and creating/updating records
Additional support, such as additional Training Sessions, troubleshooting automations not built by the Mogli team, data-cleaning, Data Loading, record migration, and modifying workflows.
Custom Automations
You are always welcome to build your own automations, but if you would like to use Professional Service hours, note that the time is billed in 15-minute increments and covers: gathering requirements, build-out, testing, modifications, training, and more.
Some of our Most Common Automations
Auto-Creation of Contact / Inquiry Form Flow which can update fields on an existing Contact or Lead and create a new Contact or Lead with the info provided in inbound responses.
Trigger a task, email, or notification to go out to a support representative when a client, customer, or constituent has a poor experience.
Automated texts based on updates in Salesforce, such as when a student’s application status changes from applied to admitted, send out a congratulatory text message right away.
Automated appointment reminders with a personal touch 48 hours before the appointment.
Create records with fields populated from Question Responses in a Form.
Text to Donate Form Templates which pre-populate web forms with Contact or Lead information so that you can receive donations quickly and seamlessly.
Have an idea, but don’t know where to start?
Reach out anyway! We’d love to help you discover the possibilities. help@mogli.com
Granting Support Access
To resolve support requests or configurations quickly, the Mogli team requires direct Salesforce access. Administrators can securely grant this using either temporary login permissions or a dedicated admin seat
There are two methods to grant support access:
Grant org access to the Mogli team if you won’t be providing login credentials.
Salesforce Lightning Instructions
Click Your Avatar (top right) > Settings > Grant Account Login Access.
Set the access expiration date for 'Tact, L3C' for at least 1 month.
Let our team know once access has been granted and what the Org ID is.
Org ID can be found in the Company Information tab.
Salesforce Classic Instructions
Click Your Name > My Settings > My Personal Information > Grant Account Login Access.
Set the access expiration date for 'Tact, L3C' for at least 1 month.
Let our team know once access has been granted and what the Org ID is.
Org ID can be found in the Company Information tab.
If you have a spare full-access license and we’ll work in your org for an extended period, create a new System Administrator user.
Set the User’s email as your Mogli Technical Support Specialist or Solution Engineer’s email address.
Set the username as the Mogli representative's email and an identifier for your org. Example: Anonymous@Mogli.com.MogliU
Be sure to add the System Administrator or equivalent profile (configuration, most troubleshooting, and most custom builds require admin permissions)
Once the user is fully set up, reset the password and inform your Mogli contact.