- Available: on for every workspace.
- Per workspace: Parker support turns it on for your workspace at your admin’s request. If you don’t see it, ask your admin.
- Beta: works, but being rolled out gradually and details may change.
- Not yet active: you can see or choose it in Settings, but the behaviour isn’t live until a further step happens.
Channels
Every channel uses the same Salesforce login, knowledge, memories, and rules. What differs is what each channel can carry: the Parker app has buttons, cards, photos, voice notes, and offline reading; the web app has source markers, the Work panel, and file attachments; Teams and Messages carry text, record cards, and pictures.
What you can do, by channel
Admin settings that aren’t live until something else happens
Some choices in Settings record what you want, and a further step makes them active. The page says so next to the setting, and the Oversight page shows what’s live.What an absent control means
- A card or button isn’t there (for example, no Connect via button on the Salesforce page): the feature isn’t set up for your workspace. Ask your Parker admin.
- A button is there but unavailable (for example, Connect Salesforce greyed out): a step before yours hasn’t happened. The note under it says what.
- Parker replies that it can’t do something (for example, “I can’t listen to voice notes yet”): the feature is off for your workspace. See Troubleshooting.
Still need help?
Check Troubleshooting for the exact message you see. If a setting is admin-only, ask your Parker admin. For anything else, contact support.Related
Limits and supported files
Sizes, counts, and time windows.
Data, privacy, and sharing
What Parker keeps, and who can see what.
Roll out the Parker app and other channels
For admins: setting channels up.
What's new
Features as they arrive.