Introduction to Meritto
Billing & Invoicing FAQs
What is the Professional Services framework? Implementation work delivered within your agreed Onboarding or Renewal scope, and any change requests raised during your 45-day Hypercare window, are fully covered — no caps, no charges. Requests raised ...
Professional Services Framework
Overview Every Meritto implementation is delivered in full against the scope agreed during your Onboarding or Renewal, and is followed by a 45-day Hypercare window — a dedicated period after go-live to support any adjustments, refinements, or changes ...
Service Category Guide
Overview Requests raised outside your Onboarding/Renewal scope or your 45-day Hypercare window are handled as Professional Services. Every such request is assessed against the guidelines below and assigned to one of five categories, based on the ...
Atlas: Your Guide to Enrollment Success
Overview-Atlas Meet Atlas—the all-in-one resource hub within Meritto CRM, designed to keep your team updated, equipped, and unstoppable in their day-to-day work. Whether it’s keeping up with the latest updates, finding answers to questions, or ...
All About Zendesk Customer Portal
Purpose The Customer portal aims to provide users with access to all their raised tickets and their current statuses. Users can also add comments, request updates, raise new tickets, and search for answers to their questions. What is a Customer ...
Popular Articles
Lead Allocation in Meritto CRM
Overview Meritto CRM provides a comprehensive lead allocation system designed to distribute leads efficiently among counselors. The system supports both manual and automated allocation methods, offering flexibility to align with various business ...
All About Mio AI Guide
Introduction Mio AI is Meritto's high-performance Agentic AI platform, designed from the ground up to serve as a digital teammate for the education industry. It was created to address the core, persistent challenges that institutions face: ...
WhatsApp MM Lite Enablement via Meta Platform (Meritto Guide)
Overview Meritto uses Meta’s official WhatsApp Business API (WABA) onboarding and upgrade flow to ensure secure, compliant, and scalable WhatsApp communication for all clients. What Is MM Lite? MM Lite (Messaging Metrics Lite) is Meta’s latest ...
WhatsApp Embedded Sign-up: What is it and how to proceed?
Introduction WhatsApp Embedded Signup is a streamlined, user-friendly process that simplifies the onboarding of businesses to the WhatsApp Business Platform on Meritto. Why is it required? The WhatsApp Embedded Signup process is a crucial addition to ...
Application Manager - An Overview
Overview Meritto’s Application Manager is a platform designed to track and manage applications initiated by leads within the system. It provides real-time insights, customizable filters, and seamless communication tools to streamline the entire ...