Support Docs
FAQ's (In Progress)
84
- Calender Settings (Show your calender according to your choice)
- Can I recover a phone number that I mistakenly deleted ?
- Can I recover deleted AI chat bot?
- Can we plug in other Product or feature with the white label packages or black label?
- Conditional display on Form
- How can I insert link in the form that I am making?
- How can I transfer website from my main account to sub-account?
- How do I distribute a BotNeo Package to a sub-account?
- How do I get started with a website?
- How do I link a Nav Menu item to a specific location on the same page?
AI Chat Bots
32
- AI Chat Bot Dashboard
- How to Create New AI Chat Bot?
- What are AI Models?
- How to Set OpenAI API Key in my Chat Bot?
- How to Add Training Data in Chat Bot?
- How to Embed Chat Bot into your Website?
- What is Find and Replace?
- How to Fix Incorrect Results in Your Chatbot?
- What is meant by “All Agent Handoff To Human” toggle option in chat bot creation?
- Which AI Model should I use for Customer Support?
My Account
50
- Can I manage multiple companies under my account?
- What do I have a negative balance?
- How to view my Service Usage?
- How to check my account balance details?
- How to check my subscription?
- How to update credit card?
- How to reset my account data?
- How can we create Roles & Permission?
- How to check Balance activity, purchase Plan, Upsells/ Add-ons, and Change Plan
- How to create a Blueprint for sub-accounts?
VOIP/Phone
21
- What is a VoIP number?
- How to buy a phone number?
- Connect your phone number to a Call Flow
- How to Transfer a call to External Number & Setup Call Whisper?
- How to buy a phone number?
- How to transfer my VoIP incoming calls to another personal number?
- How to setup softphone?
- How to send incoming calls to Flow?
- How to record Inbound/Outbound calls through the extension
- How can I set up Flow recorded messages?
Websites
44
- What is a Domain?
- How to connect Domain with System?
- Afrihost – How to connect your Domain for Website Hosting & Email?
- How to add custom CSS /JavaScript to my website project?
- Google Domain – How to connect your Domain for Website Hosting & Email
- SiteGround – How to connect your Domain for Website Hosting & Email
- Ionos – How to connect your Domain for Website Hosting & Email
- NameCheap – How to connect your Domain for Website Hosting & Email
- Godaddy – How to connect your Domain for Website Hosting & Email
- BlueHost – How to connect your Domain for Website Hosting & Email
Automation | Flows
40
- What is an automation Flow?
- How to create a contact flow?
- How to create a loop.
- How to add dynamic fields in the email builder in an automation flow?
- How to configure the email step in the automation flow?
- How to set up an email drip campaign?
- How to select all contacts and add them to a flow?
- How to access user’s inputs in an automation flow?
- How to create an automation flow with a form?
- How to access purchased product info in an automation flow?
Forms
19
- The purchase form is not showing my products
- What is the benefit of Forms?
- Where will I get my users submitted form information?
- Where to find the form URL and embed code?
- My Lead collecting form is making duplicate contacts.
- When someone fills out my lead collecting form, how can I get a notification email?
- How to rename an existing form?
- How to redirect my users to another link after the form submission?
- How to create a Purchase Form?
- How to collect signature on Form?
Calendar
12
- How to trigger a flow by calendar appointment?
- How to embed Calendly link with your websites using iFrame?
- How to trigger a flow by calendar appointment?
- How to get the calendar link and the integration link also?
- How to add buffer time between the meetings?
- How to Delete Calendar events?
- How to set calendar availability in Flow Track?
- How to set zoom meeting link in calendar?
- How you can add a booker ?
- How to create recurring events in Calendar?
Contacts (Database)
11
- Is there any way to remove contacts that are duplicated in the system?
- How to export all contacts/Leads?
- How to delete all contacts?
- How to add tags for my Leads/Contacts by an automation flow?
- How to add contacts with a tag to a flow?
- How to check the opt-in status of your contact?
- How to Import Contacts or Leads into your System?
- How to merge duplicate contacts?
- How to Change Contact Owner?
- How to create a user as a team member using Roles
Chat
31
- How to create a canned response (Email Templates) in the Chat Section?
- Setup Identity Verification on the Website Chat Widget
- How to Connect WhatsApp Cloud (Meta formally known as Facebook)
- How to build a SMS flow?
- How to create an SMS flow and send messages until there is a response from the client?
- How to send SMS/Call/Email to an individual client?
- How to enable SMS alerts for missed calls?
- How to send SMS to static & dynamic phone numbers using Automation Flow?
- How to create an SMS plan?
- How to create an SMS flow and get an SMS notification when there is a response from the client? Wait for SMS