Settings

Settings Team Management Settings: Team Management Summary: When you first start using your platform, you’ll need to set up accounts for each member of your team, as well as decide which features they have access to. Wit

Showing Only Assigned Data in Dashboards Showing Only Assigned Data in Dashboards Summary: This article will guide you on limiting the visible data in Dashboards. The Dashboard is the first thing all users see when loggi

SMTP Troubleshooting SMTP Troubleshooting Summary: This guide provides troubleshooting steps for resolving SMTP-related email sending issues in the CRM, focusing on proper sender email configuration and understanding com

Steps to Change the Default Currency Steps to Change the Default Currency Summary: By the end of this article, you'll know exactly how to update your currency settings to better match your business needs and keep your tr

Stop Bot Action in Conversation AI Stop Bot Action in Conversation AI Summary: The Stop Bot Action feature allows businesses to automatically halt AI bot responses under specific conditions, ensuring smoother, more respe

Tags Tags Summary: The Tags section within your system offers a robust feature for managing contact tags. While tags can be created in other areas, the Tags section allows you to adjust or delete existing tags. The Tags

TikTok Ads Account Integration TikTok Ads Account Integration Summary: This guide will walk you through the process of integrating your TikTok business account and setting up a workflow to capture and manage leads direct

Toll Free Numbers Toll Free Numbers Summary: Setting up Toll Free Number Toll-free numbers are a line of contact for customers with your company. They allow you to communicate with your clients via calls and SMS without

Train Your Conversation AI Bot with Google Docs Train Your Conversation AI Bot with Google Docs Summary: Follow these steps to utilize Google Docs in your bot training and take advantage of its versatile capabilities. Le

Troubleshooting A2P Registration Failures Troubleshooting A2P Registration Failures Summary: Welcome to our guide on understanding A2P registration failures and how to fix them! This guide will walk you through why these

Troubleshooting and Re-authenticating Across Multiple Facebook Pages Troubleshooting and Re-authenticating Across Multiple Facebook Pages Summary: Within the platform, you can resolve issues related to missing Facebook p

Troubleshooting Facebook Lead Ads Integration Troubleshooting Facebook Lead Ads Integration Summary: This guide will walk you through some steps to help resolve common issues encountered with Facebook Lead Ads and ensure

Trust Center Overview Trust Center Overview Summary: How to enable trusted calling and improve your phone communications Making a positive first impression with outbound communications is crucial for lead generation and

Understanding and Configuring Call Routing Understanding and Configuring Call Routing Summary: You'll learn how to assign numbers to users, route calls based on who they're meant for, and what to do with calls when no sp

Understanding Audit Logs Understanding Audit Logs Summary: Through this article, you'll learn how to access, filter, and make sense of the Audit Logs that track activities and changes in contacts, calendar events, opport

Understanding Call Marking and How to Avoid It (LC Phone) Understanding Call Marking and How to Avoid It (LC Phone) Summary: SHAKEN/STIR and CNAM are a set of protocols designed to authenticate caller ID information and

URL Redirects Overview URL Redirects Overview Summary: In this article, we will see how to create URL redirects for old or removed web pages. With the URL redirects tool, you can redirect traffic from any URL on a hosted

User Notifications User Notifications Summary: By tailoring your notifications, you can maintain control over your communication channels and enhance your overall productivity. Managing your notification preferences is e

Using WhatsApp Media Templates Using WhatsApp Media Templates Summary: Using WhatsApp Media Templates Messaging through WhatsApp gives you an edge over the competition, especially with international customers, it allows

Verifying Synchronization Between Google Calendar and CRM Verifying Synchronization Between Google Calendar and CRM Summary: By synchronizing your calendars, you streamline your scheduling process, enhance your workflow

Voice AI Agents Overview Voice AI Agents Overview Summary: AI Voice Agents automate customer calls using advanced language processing, enhancing efficiency and professionalism. This guide explains setup, management, and

WhatsApp Business Profile Management WhatsApp Business Profile Management Summary: WhatsApp Business Profile Management Your Business Profile is the face of your company for any contact interacting with you through Whats

WhatsApp Template Analytics WhatsApp Template Analytics Summary: Gauging the effectiveness of your WhatsApp Templates is key to optimizing your communication strategies. These insights will give you a comprehensive view

XML Sitemaps XML Sitemaps Summary: By following these steps, you can seamlessly add an XML Sitemap to your domain to improve the site's search engine visibility and overall SEO performance. An XML sitemap is a file that