Luminate Studio - A Complete Guide

This article goes over everything you need to setup Luminate Studio

To begin, it's important that you familiarise yourself with the Studio product.

We recommend reading the overview article. As well as ensuring that you go to the LMS and enrol yourself in the Studio course.

Also see here for clarifications on any confusing terminology.

It is crucial that you understand the below concepts:

• Studio is self serving - This means that your end customers who have access to the Netsapiens portal (Office Managers only) are able to place orders themselves without having to come to you (although it's still possible to place orders on their behalf if they don't have access to the portal).
• Studio is white labelable - The portal is completely brandable to the point where it is your own product, this includes any emails that get sent from the portal.
• Studio is fully integrated - The integration modifies the code of the netsapiens portal, this means you and your customers do not need to manually download/upload any files, as they can change any greetings/MoH files directly within the netsapiens portals.

Pre Setup Checklist

Before going fully live with prompt voice, you want to make sure you have gone through the below steps.

• Log into the Studio portal and familiarise yourself with the reseller admin layout. This can be done by anyone with reseller permission on the Netsapiens portal. For a guide, see here. To see an overview of the Reseller panel in Studio, see here.
  
  
• Ensure you understand the feature set and what's included in each package. For an overview of all the features see here. To see a breakdown of each package and which features are included, see here.
  
  
• Brand your Studio portal and ensure any account info is correct. To brand the portal please reach out to your account manager or raise a ticket at help.luminatewholesale.com.
  
  
• Set your outbound Studio email. By default all emails from Studio will come from "support@promptvoice.com". To change this to one of your own email addresses follow this guide.
  
  
• Configure the Studio emails and marketing campaigns. Many of the email templates are disabled by default, follow this guide on how to setup the emails and also ensure that they are worded how you'd like.
  
  
• Configure your desired end user pricing. It's important that you are happy with the end user pricing that is configured within the portal, as this will be shown to your end users that log into the portal to place orders. For this see here.
  
  
• Add All of your customers to the Studio portal. A customer is added to the portal automatically when they click on the studio button within the portal. However if you'd like to ensure that all of your customers receive the marketing emails from Studio straight away, you can add them in bulk manually (there is no charge for this unless they choose to upgrade to a paid package). For a guide on this see here.

Once you have completed the above checklist and are ready to go live, you can enable prompt voice for your end users by following this guide.

Placing an Order

An end customer can place an order by simply clicking on the studio button within their portal, this will take them to the AI Assistant which will then walk them through the order process.

If you are a reseller placing the order on a customer's behalf (or placing the order for your own company), then you first need to ensure that the customer is created in prompt voice.

Once done, you can place an order by navigating to the customer view within the Studio portal.

1. Log into the Reseller panel of the Studio portal.
2. Click on "Companies".
   
3. Click on "Sign In" next to the customer you want to place an order on.
   
   
   

Once you're in the customer panel, you can now place an order for messages.

The process for this is as follows.

1. Walk through the AI Assistant wizard to generate all desired messages/compilations.
2. Order any extra messages, or real voice messages that you require.
3. Configure your compilation spacing and scheduling.
4. Upload the messages to the Netsapiens portal.