Getting Started Guide

Learn how to get up and running with APEX Alerts to AZ in just a few steps.

Before You Begin

To use APEX Alerts to AZ, you'll need:

AgencyZoom Account

You must have valid AgencyZoom credentials. APEX Alerts to AZ uses AgencyZoom for authentication - no separate password is required.

Important: Use the same email and password you use to log into AgencyZoom.

Active Subscription

Choose from our flexible pricing options:

  • Monthly: $59/month
  • Annual: $590/year (save 17%!)
  • Includes access for up to 6 users total

Quick Start in 5 Steps

1. Subscribe to APEX Alerts to AZ

Click "Subscribe" on the login page and choose your preferred billing plan. Complete the secure checkout process through Chargebee.

2. Create Your Account

After subscribing, you'll be redirected to create your account. Use your AgencyZoom email address and credentials.

3. Log In with AgencyZoom

Use your AgencyZoom email and password to log in. The system verifies your credentials with AgencyZoom directly.

4. Export Alerts from APEX

In APEX, go to Critical & Pending Alerts > Unworked tab. Select all alerts, generate a PDF, and mark them as processed.

5. Upload and Process

Upload your PDF to APEX Alerts to AZ, select CSRs for assignment, and click "Process Selected" to create tasks in AgencyZoom.

Understanding User Roles

Account Manager

The primary subscription holder who can:

  • Add/remove team members (up to 5)
  • Manage subscription and billing
  • Control team-wide settings
  • Edit alert mappings for the team
  • View all team activity
  • Access account management features
Team Member

Users added to a team who can:

  • Access all core features
  • Process PDFs and create tasks
  • Share policy mappings with team
  • Edit alert mappings (if granted permission)
  • Manage their own preferences
  • View team-shared data

First Time Setup

After logging in for the first time, we recommend completing these setup steps:

  1. Navigate to Team Management from your user dropdown
  2. Click "Add Team Member"
  3. Enter the team member's AgencyZoom email address
  4. Optionally grant permission to edit alert mappings
  5. Click "Add Member" to grant access

Team members can log in immediately using their AgencyZoom credentials.

  1. Navigate to AZ Sync from your user dropdown
  2. Drag the "Sync AZ Lists" bookmarklet to your browser's bookmarks bar
  3. Open AgencyZoom in a new tab and log in
  4. Click the bookmarklet while on any AgencyZoom page
  5. Wait for the sync to complete

This imports service categories, priorities, and pipelines for use with service tickets.

  1. Click the notification bell icon in the top-right corner
  2. Select "Notification Preferences"
  3. Toggle on/off the types of notifications you want to receive
  4. Click "Save Preferences"
  5. Test your settings with the "Test Notifications" button

You'll receive real-time notifications when your PDFs finish processing.

Best Practices

Do:

  • Export and process alerts regularly (daily or weekly)
  • Always mark alerts as processed in APEX after exporting
  • Review failed rows and update customer information as needed
  • Use round-robin assignment to distribute work evenly
  • Take advantage of team sharing for efficiency

Don't:

  • Process the same alerts multiple times
  • Upload PDFs without marking them processed in APEX
  • Share your login credentials with others
  • Exceed API rate limits by processing too quickly
  • Ignore processing failures without investigating

Next Steps

Now that you're set up, explore these features to get the most out of APEX Alerts to AZ:

PDF Processing

Learn advanced techniques for processing PDFs efficiently.

Learn More
Alert Mappings

Customize how different alert types are processed.

Learn More
Team Management

Add team members and manage permissions.

Learn More
Need Help?

If you encounter any issues during setup, our support team is here to help. Email us at customerservice@atoaz.com or check our FAQ section for quick answers.