CRM
Training material for CRM usage.
Dashboard Overview
CRM Glossary
Bulk Importing Contacts Via CSV Walkthrough
Troubleshooting Bulk Imports Via CSV
Categorizing Contacts With Tags (Standard Triggers)
How To Block Inbound Calls & SMS
Setting up QuickBooks Integration
How To Reconnect 'Reserve with Google' For Local Service Ads
Setting Up Stripe Integration
Setting Up Instagram DM Integration
Setting Up Facebook Page & Messenger Integration
How to Integrate Your GMB into the CRM
How To Manage Conversations
How Do I Manage My Leads (Update Opportunities) In The CRM?
How To Create A Pipeline
Why Am I Not Seeing Opportunities?
How To Customize Review Request Messages (SMS/Email)
How To Send Review Requests
How To Dispute Google Reviews & Check Dispute Status
Reputation Management - Customize & Display The Review Widget
How To Download Phone Call Recordings
How Inbound Call Routing Works
How To Set Up Voicemail For Company & Users
Buying New Phone Numbers & Assigning Tracking Numbers To Users
Disabling Call Recording Messages For 'One-Party Consent States'
How to Complete Persona Verification for Phone Number Purchases
How To Create & Add Stripe Products For Invoicing
How To Create Invoices
How To Create Recurring Invoices
How Do I Invite My Team Members To The App?
How Do I Manage My Team's Permissions & User Settings
Can I Connect My Custom Domain With My Landing Page?
Google Ads Reporting Troubleshoot Guide
Understanding Attribution Traffic Sources
How To Use Content AI For Social Media Posts & More
Do I Get Notified For Expired Social Accounts in Social Planner?
How to connect Instagram Business account with Social Planner?
How to connect your Instagram Business or Creator account with your Facebook account?
Failed Post Error In Social Planner
How to post Recurring Social Posts through the Social Planner?
Share your Review Post on social media using Social Planner
How to schedule Posts in Bulk on the Social Planner (.csv file)?
How to schedule Posts using RSS URL?
AI Voice Agents Overview
Creating Voice AI Agents
Testing Voice AI Agents
Inbound Call Flow for Voice AI calls
Working hours for AI Employee
Voice AI: Multi-Language Support
Voice AI Custom Variable Support in Prompt
Voice AI Agents Dashboard
Idle Reminder Timer
Twilio Numbers Support
Test Call Logs visible in Voice AI Dashboard
Updated Post Call Email Notification Options
Test Voice AI Agent While Creating the Agent
Number Pool Support in Voice AI Agents
Knowledge Base Integration for Voice AI Agents
Separate During and Post Call Actions
Appointment Booking for Voice AI Agents
Voice AI Custom Actions
Managing Granular Permissions for Voice AI Agents
Voice AI: Translation Service for Call Transcript & Summary
How to Edit a Voice AI Agent’s Voice (200 + English Voices)
Call Logs for Voice AI Agents
Voice AI Outbound Calling
Voice AI Outbound Calling Dashboard
How To Customize Posts For Each Social Platform?
How To Set Up Custom Notifications
Introduction To Workflow Automations
How to send a Regular Email Campaign (Send Now or Schedule)?
What is A2P 10DLC?
A2P Verification For SMS/MMS Sending (Overview)
A2P 10DLC Brand Approval Best Practices
A2P 10DLC Campaign Approval Best Practices
A2P 10DLC Campaign Vetting Changes - January 2023
Toll-Free Verification For SMS/MMS Sending (Overview)
Why Was My Toll-Free Verification Rejected?
How To Send Text-To-Pay Invoice Links
Setting Up Conversation AI
Advanced Settings Overview - Conversation AI
Primary vs Non-Primary Conversation AI Bots
How to Use Conversation AI in the Mobile App
Auto-Pilot Mode
Auto-Pilot Mode in Conversation AI for Efficient Communication
Training Your Conversation AI Bot
Web URLs and Links
Conversation AI: New Query Detection Flow
Conversation AI: Audit, Review, and Edit Crawled Website Data
AI Prompting 101
Bot Goals Feature : Complete Guide
Bot Actions - Add Contact Info
Customize your AI responses using Prompts
AI Action Logging & Filtering in Conversations
Auto Follow-Up Action in Conversation AI
Conversation AI - Transfer Bot Action
Conversation AI - Human Handover Action
Conversation AI Bot - Workflow Action
Conversation AI: Live Chat Channel in Workflow Action
Update Conversation AI Bot and Status - Workflow Action
Trigger a Workflow within Conversation AI
Bot Status for Individual Contacts
Guided Form Based Setup for Conversation AI
Conversation AI Agents Dashboard
Conversation AI: Snapshot Support - How to Snapshot Fully Configured Conversation AI Bots
Cancellation and Rescheduling of Appointments in Form Based Bots
Managing Granular Permissions For Conversation AI Agents
Conversation AI Flow Builder
Conversations AI Bots can now Respond to Images
Conversation AI Summary and Transcript
Conversation AI Public API
Conversations AI Bots can now Respond to Audio
Enhanced Prompt Logic and Step-Aware for Conversation AI Workflow Action
Conversation AI: Multiple Calendars Support for Appointment Booking
How To Create Invoices Via Mobile App
How To Set Up A Funnel Event Pixel For Facebook Conversion API?
How To Use Custom Fields?
Inbound Call Routing - Explained
Social Planner Content Guidelines