Getting Started as a Solver
Apply to become a solver, complete onboarding, and start helping customers on SavvySolve
Getting Started as a Solver
This guide walks you through the complete process of becoming a solver on SavvySolve—from submitting your application to accepting your first support ticket.
Prerequisites
Before applying, make sure you have:
- A valid email address
- A phone number for customer contact
- Basic tech support experience (helping family/friends counts!)
- Reliable internet connection
The Journey to Becoming a Solver
Submit Your Application
Visit savvysolve.io/apply to begin the application process. The form has four sections:
Contact Information
- Your full name
- Email address (used for account creation)
- Phone number
Experience & Motivation
- Describe your tech support background
- Explain why you want to help customers on SavvySolve
Availability
- Select time slots when you're typically available
- This helps us match solvers with customer demand
Skills Assessment
- Rate your comfort level across common tech categories
- Be honest—we match tickets to solver strengths
Take your time with the application. Thoughtful answers help us understand your strengths and find the best tickets for you.
After submitting, you'll see a confirmation message. Our team reviews applications within 2-3 business days.
Wait for Approval
Our admin team reviews each application to ensure quality. We look for:
- Genuine interest in helping others
- Reasonable tech support experience
- Clear communication skills
- Realistic availability expectations
You'll receive an email when your application is reviewed. If approved, you can proceed to create your account.
Rejection isn't permanent. If we decline your application, you can reapply after 30 days with additional experience or clarification.
Create Your Account
Once approved, click the link in your approval email or visit savvysolve.io/sign-up. Sign up using the same email address from your application.
Our system automatically recognizes approved applicants and grants solver access. You'll use Clerk for authentication—you can sign up with:
- Email and password
- Google account
- Other social providers
Complete Onboarding
After signing in, you'll land on the onboarding page. Complete these steps before you can accept tickets:
1. Complete Your Profile Add your display name (visible to customers) and verify your phone number.
2. Watch Training Video A short video covering platform basics, customer interaction tips, and tool usage.
3. Read the Solver Handbook Review our guidelines, policies, and best practices. This document covers:
- Session conduct expectations
- Pricing and payments
- Handling difficult situations
- When to escalate issues
4. Complete Practice Session A simulated support scenario to familiarize yourself with:
- The session interface
- Chat messaging
- Screen sharing tools
- Session timer and notes
Your progress is saved automatically. You can complete steps across multiple sessions.
Activate Your Account
Once all onboarding steps show green checkmarks, click "Start Solving" to activate your account.
Your status changes from "Onboarding" to "Available" and you're redirected to your dashboard. Welcome to the team!
Your First Day
Now that you're an active solver:
Toggle Your Availability
In the dashboard header, you'll see an availability toggle. When Available:
- You appear in the solver pool
- Tickets in your skill areas may be assigned to you
- Customers can see you're online
Set yourself to Offline when you're unavailable or need a break.
Browse the Queue
Navigate to Queue to see available tickets. Each ticket shows:
- Customer name
- Problem description
- Device type
- Urgency level
Claim a Ticket
When you see a ticket you can help with:
- Click the ticket to view details
- Review the problem description
- Click "Claim" to take ownership
You now have 15 minutes to contact the customer. The session interface opens automatically.
Complete the Session
During the session:
- Use chat to communicate
- Share your screen to demonstrate solutions
- Request screen share from the customer if needed
- Take notes for your records
When the issue is resolved:
- Click "End Session"
- Add final notes
- The customer receives a payment link
Tips for Success
Start with easier tickets. Build confidence before tackling complex issues.
Communicate clearly. Remember, many customers are not tech-savvy. Avoid jargon.
Ask before doing. Always explain what you're about to do and why.
Document everything. Good session notes help if issues recur.
Know when to escalate. It's okay to say "I need to research this" or pass to another solver.
Getting Help
If you need assistance:
- Technical issues: Contact support@savvysolve.io
- Session problems: Use the in-app help button
- Policy questions: Review the solver handbook
Next Steps
- Daily Workflow Guide - Optimize your solving routine
- Session Workflow - Deep dive into session management
- Voice Calling - Using Telnyx for voice support