Conversations - Activity Cards

This article introduces Activity Cards, a new feature designed to streamline your interactions on the platform by providing real-time updates on opportunities, appointments, DND settings, and invoices.

Conversations - Attachments

This article introduces a new feature for easy file sharing in conversations, allowing direct uploads and automatic handling of large files for smoother communication.

Conversations - Contact Details

This article guides you on accessing contact details in a CRM, editing them, and utilizing features like creating opportunities and scheduling appointments directly.

Conversations - Do Not Disturb

This article explains how to set and manage Do Not Disturb (DND) settings for contacts in a CRM across various channels like email and SMS.

Conversations - How to CC and BBC for email composer

This article explains the use of CC (Carbon Copy) and BCC (Blind Carbon Copy) in emails, helping you manage who sees the recipients of your messages.

Conversations - How to use Conversation Filters & Bulk Actions Overview

This article explains how to use Conversation Filters and Bulk Actions in the Conversations UI to efficiently manage and organize your messages.

Conversations - Live Chat

This article discusses Live Chat, a real-time communication feature that enhances user engagement on websites by providing customizable and immediate interaction options.

Conversations - Quick Filter

This article explains how to use the Quick Filters button to efficiently manage chats by sorting messages and contacts based on various criteria.

Conversations - Right Panel & Expandable Sidebar

This article provides a guide on accessing and managing contact details in a CRM, including editing contact info, setting DND options, and adding to workflows or campaigns.

Conversations - Sending Messages

This article outlines how to send messages in a CRM, switch communication channels, and manage conversation views for better client engagement.

Templates - Add Email Template

This article provides a step-by-step guide on creating a new email template in your CRM, including how to name, customize, and test the template before saving.

Templates - Add SMS Template

This article guides you through creating a new text template in your CRM, detailing steps from naming the template to sending a test message for validation.

Templates - SMS & Email Templates

This article explains how to use the Template tab in your CRM to create, manage, and customize text and email templates for consistent client communication.

Trigger Links

This article outlines how to use and manage trigger links, which automate responses based on user clicks, enhancing the effectiveness of campaigns and digital interactions.

Trigger Links - Analyze links

This article explains how to analyze trigger link activity in your CRM, using data on clicks and metrics to evaluate and optimize their performance effectively.

Conversations

This section outlines how to manage and navigate conversations in your CRM, integrating communication across various channels including emails, calls, and social media platforms.

Conversations - Email & SMS Scheduling

This article explains how to send an email directly within a client conversation on your CRM platform, detailing every step and feature available for composing an effective email.

Conversations - How To Send An SMS

This article guides you on sending an SMS to a client via your CRM's messaging platform, detailing steps for message composition, customization with custom values, and options for immediate or scheduled sending.

Conversations - Finding Call Recordings

This article explains how to listen to call recordings within your CRM by navigating to the contact's conversation timeline, where you can play or download the recordings directly.

Conversations - How to send an email

This guide shows how to send an email through your CRM system, adding custom values, attachments, and links, and managing the sending process including scheduled emails.