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CRM Help Docs

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
Chatbots with Dialog Flow
How to connect my Email with IMAP and SMTP?
How to connect Outlook Email for sending and receiving emails
How to connect my Gmail/Google Workspace email?
How to create an email account?
How to delete an email inbox?
How to change the inbox name/avatar for the email inbox?
I have a domain. How to connect my email?
How to create an email template?
How to use chat widget in your website outside of your CRM system?
How to set opt-out and opt-in Emails.
How to add/remove team members as a collaborator from your Inbox?
How to add unsubscribe link to an Email?
SMS Messages Being Filtered or Not Delivered?
How do I create a chat widget system for sub-accounts?
How to get notified via email or sms when chat is initiated by customer?
Where I can check SMS Plan approved or rejected status?
How to set up opt-out settings for Marketing email?
How to Setup Chat Inbox for WhatsApp Cloud?
How to Send Personalized Images (MMS) in Automation Flows?
Cold SMS Marketing: Can I use SMS Service for Targeting Customers?

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
How to Import Contacts/Leads into Pipelines?

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?
How to change booker name in calendar ?
How to create new Booker in Calendar?

Pipelines

3

How to create multiple pipelines for leads management?
How to schedule a meeting in Contact through opportunity Pipeline?
How do you set up lead scoring?

Payments

7

How to integrate Stripe Payment Gateway?
How to update a Credit Card
How to Integrate PayPal Client Id and Secret Key
In Payment, How to create Coupons?
How to Add a Billing Invoice?
How to Add Sales Tax to the Invoice?
How to get an invoice of the subscription?

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?
How To Copy An Existing Form?
How to redirect the user to another URL after booking an appointment?
How to change currency in forms?
How to add/view PDF file in form?
How to Add the User Defined Amount to the Form
How to integrate JOTFORM into your website?
How to send follow-up forms to my users?
How we can add logical condition on Form Field?
How to add Date of Birth (DOB) input in form and store in your contact details under DOB field?

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?
How to check email clicked/opened in an automation flow?
How to use Custom API POST Request to load data into your Flow?
How to change/set a trigger of a flow?
How to delete a step connection in Automation Flow?
How to load an existing email template in a flow?
How to add a contact/lead to a flow?
How to create a call flow?
How to send data to your system using Webhook (API)?
How to POST data into your CRM from third party integration using Zapier?
How to POST data into your CRM from third party integration using Pabbly?
How to Add Custom Node.JS Code to the Flow?
Appending data in contact through Automation Flow?
How to add PayPal/Stripe from an Automation Flow?
How to automatically assign a Blueprint through Automation Flow
Rate Limit: Limit the number of contacts to processed in Automation Flow
How to Setup the Company Directory in Flow?
How to Wish Happy New Year Or Event Greeting in an Automation Flow?
How to Wish Contact Birthday based on Contact’s Birthdate through Automation Flow?
How to Notify the Customer before the Scheduled Meeting?
How to add Unsubscribe Link in Emails?
Automatically Sending a Greeting Email to every User Created.
How to Rate your Experience after a Phone Call in an Automation Flow
How to rename Flow?
How to trigger a flow when you add a tag?
How to use conditional logic in Automation Flows?
Custom API. POST Request & Public Key (Updated)
How to remove contact from Flow?
How to view Flow Reporting?
How to add package on form submission through Flow?
How to create folder in flows?

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
How to connect your domain?
How to connect your domain for email service only?
Differences Between A and CNAME Records
How to find the DNS records of already added domains?
Where I can see all website templates?
I am unable to see my website page using my domain name? Slug Settings.
How to connect a sub-domain with your System?
How to link an email or a phone number to a button on the web builder?
How to disable Watermark from your Website?
Connecting the Facebook Conversion API / Pixel (CAPI)
Adding Spacer between Sections of the Website?
How to change Text Color Config?
How to Add Custom Anchor on the page builder?
How to apply different colors to text?
How to design fixed navbar?
How to add images from local storage/Custom images in the website builder.
How to Embed Video in Website?
How to set image gallery on your website?
How to hide/show Elements on Mobile View?
Add MAP to your website.
How to add a form into Popup?
How to link a form as a popup to a button?
How to make a section re-useable in the web builder: Global Blocks?
How to create links on selected text?
How to add template blocks and saved blocks into existing website?
How to make any page as home/index page?
How to change label color in form added to website? Label Color.
How to setup Google Analytics ID into your website page?
How do I specify my specific page in a funnel as a home page? Slug Settings
How to add navigation bar on left side of page?
How to display an image using website link on Facebook post? Meta Tags.
How to link Button with Page in website Builder?
How can I clear my browser cache?
How to change the button color on the form? Inside Web-Builder

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?
Where can I find out Flow recorded voicemails?
How to White List your Phone Number?
How to port-in number?
How to add upload recordings?
How to create an IVR and route each calls?
SMS Messages Being Filtered or Not Delivered?
Where I can see Personal Call logs detail and recordings?
How to Create Conference Rooms?
How to add Caller ID to a Phone number?
How to enable Twilio?
Guidelines for Submitting SMS Campaigns for Secondary Vetting

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?
How to manually assign Blueprint to sub-account?
How to Check your or your team’s user Activity?
How to Disabled or Edit System generated Emails?
How do Add manually the balance from the main account to the sub-account?
Create an Access key for other users to give access to CRM?
Where I can see all system Tags?
Reset passwords, Reset account data, and enable the MFA.
Delegated Access Keys
How to change language in Account?
How to change your screen mode?
How to change the Email Address of the Account?
How to create a user as a team member?
How to add a Profile Picture to your Account?
How to set up the billing configuration for the clients.
Which options should I choose to create a package under the white label?
How do enable/disable access from your account for the administrator or Support team?
How to download PWA app?
How to change the Role of existing Access Key?
How to Rename your Sub-Account/System?
How to Add Custom Menu Navigation Item?
How do I assign a Task to a User/Contact?
How to assign package manually?
How to add white-label domain?
How To Switch Between Accounts?
Setup white-label branding for chat bubble?
How to view or change sub-account role?
How to add service to your package for Customers?
How to remove unused Tag/s from the system?
How to upgrade my subscription or add Upsell/Add-ONs?
How to create products/subscriptions?
How to assign role to package?
How to change account Currency and Country?
How to set a logo for sub-accounts
How to Add/Update the Credit Card info?
How to add Blueprint in packages.
Data Visibility: How do you Restrict or Visible your main Account data into Sub-user and Sub-account?
White-Label Packages Services and details
How to check price list of services?
How to copy and paste items between two accounts?
How to add markup in SMS, Phone and Emails?

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?
How can I Retrain my Chat Bot?
What type of Integrations are Available with Chat Bot?
How to get my Chat Bot Smarter?
What are the Skills in Bot Support?
Where I can see all Bot Chats?
How can I take control of chat from Bot to Human?
How can I share API Key Sub-Account?
Where I can find API docs for my Bot?
What is “Don’t Understand Message” in Bot settings?
What is meant by Context in Skills?
How can I change Bot image and color?
What is meant by “Reset Test Conversation”?
What is difference between AI Models?
How can I create Lead capture FORM?
How can I connect my form with Bot Lead Capture Skill?
How can I use Find & Replace?
How can I add Bot into my Website?
How can I test my Chat Bot results?
What is conversation status?
How can I change conversation status?
Where I can view all chats and conversations?
Which file formats I can use to upload for Training Data?

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?
How I can duplicate Flow?
How I can select an inbox as a default inbox using flow?
How to add agent in team?
How to add calendar in website?
How to add contact to pipeline manually?
How to add custom CSS to forms
How to add logo in calendar?
How to add PDF in pop-up using custom code?
How to add pop-up in website page?
How to add tax in invoice?(Updated)
How to add variation in product option?
How to add video in form?
How to change Button color in form?
How to change button color of branding?
How to change form border by adding custom CSS?(Updated)
How to change form name?
How to change form on calendar?
How to change Navigation Icons?
How to change navigation layout?
How to change pop-up icon?
How to change System Menu Navigation Icon Name?
How to change/set a trigger of a flow?(Updated)
How to check the Prices of Emails, MMS, SMS, Phone Numbers, Services, SMS Plan & Base Packages.
How to configure/find the settings of my existing inbox?
How to connect office 365 emails?
How to create a full-screen background website and add content?
How to create a simple call flow for inbound calls?
How to Create a Team User?
How to create one time booking calendar link?
How to create opted-in contact by form submission?
How to create package?
How to Customize The Meeting Link That You Can Share With Your Customers?
How to delete phone number?
How to disconnect survey form when chats are resolved?
How to embed html code onto a website?
How to enable Adyen payment ?
How to enable sms message when chat route to Agent?
How to enable the website widget?
How to export users’ submitted form data?
How to fix – Gmail Response: Your “Gmail” authentication expired please Re-Auth
How to get data from FlowTrack to Zapier using Zapier webhook?
How to Increase Text size in form?
How to insert saved section on webpage builder?
How to Integrate Plivo SMS?
How to make horizontal form?
How to make Nav bar sticky?
How to manage switcher size in the website builder
How to manually create “Team User Logins” ?
How to optin automatically optin email and sms once contact is created from FORM?
How to preview website before publish?
How to remove animation that is applied to an element?
How to rename Flow name?
How to replace Basic info form with custom form in Calendar?
How to resolve the API create demo entry?
How to send Appointment SMS Notification from flow?
How to set calendar time zone?
How to set the index page of a website project?
How to set contact to be opted out in the system in bulk.
How to set the index page of a website project?
How to set the value of a Radio field on forms?
How to set time zone of AI Chat bot?
How to set up a chat inbox for the Gmail account?
How to transfer phone number from one account to other?
How to trigger a flow for incoming messages?
How to trigger a flow when you add a tag?(updated)
How to upload PDF in Website File Manager?
How we can use custom global color palette in the web developer
In what type of situation would you use “Teams”?
Is this software suitable for real estate investing and land flipper?
Popup Triggers in the Site/Funnel Builder?
Where can I access the files I have uploaded?
Where can i find stripe payments api key?
Which language settings are already implemented in flow track?
Which Payment integration flow track has?

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How to replace Basic info form with custom form in Calendar?

How to replace Basic info form with custom form in Calendar?

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How to rename Flow name?How to resolve the API create demo entry?

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