Chat – CRM Help Docs

How to create a canned response (Email Templates) in the Chat Section?

12 Oct, 23

Open the chat dashboard Please, navigate to the ‘Chat’ menu

Setup Identity Verification on the Website Chat Widget

12 Oct, 23

What is Identity Verification? Identity Verification ensures conversations between you

How to Connect WhatsApp Cloud (Meta formally known as Facebook)

12 Oct, 23

Prerequisites with WhatsApp Cloud (Meta) Create a New Meta Developer

How to build a SMS flow?

12 Oct, 23

Steps to build a SMS flow Create a contact flow

How to create an SMS flow and send messages until there is a response from the client?

12 Oct, 23

Steps to send messages until there is a response from

How to send SMS/Call/Email to an individual client?

12 Oct, 23

Steps to send SMS/Call/Email to an individual client Open the

How to enable SMS alerts for missed calls?

12 Oct, 23

Steps to enable the SMS alters for missed calls Add

How to send SMS to static & dynamic phone numbers using Automation Flow?

12 Oct, 23

Automation Flows Basics What is Automation Flow? Types of Automation

How to create an SMS plan?

12 Oct, 23

Steps to create an SMS plan Open the SMS plan

How to create an SMS flow and get an SMS notification when there is a response from the client? Wait for SMS

12 Oct, 23

Steps to get an SMS notification when there is a

Chatbots with Dialog Flow

12 Oct, 23

Create a Google DialogFlow Bot Your DialogFlow bot is going

How to connect my Email with IMAP and SMTP?

12 Oct, 23

Steps to connect email with IMAP and SMTP Please, navigate

How to connect Outlook Email for sending and receiving emails

12 Oct, 23

Steps to connect email with IMAP and SMTP In this

How to connect my Gmail/Google Workspace email?

12 Oct, 23

Steps to connect Gmail/Google Workspace Please, navigate to the ‘Chat’

How to create an email account?

13 Oct, 23

Steps to create an Email Account ✅ Inside the system,

How to delete an email inbox?

13 Oct, 23

Steps to delete an email inbox Open the chat dashboard

How to change the inbox name/avatar for the email inbox?

13 Oct, 23

Steps to change the sender name of my existing inbox

I have a domain. How to connect my email?

13 Oct, 23

Steps to connect email Connect your domain 💡 How to

How to create an email template?

13 Oct, 23

Steps to create an email template Create a flow 💡

How to use chat widget in your website outside of your CRM system?

13 Oct, 23

You can follow below steps in order to create a

How to set opt-out and opt-in Emails.

13 Oct, 23

**You can set opt-in status or opt-out status through automation

How to add/remove team members as a collaborator from your Inbox?

13 Oct, 23

Note: If you want any of your team users to

How to add unsubscribe link to an Email?

13 Oct, 23

Optout from an Email The flow builder email section have

SMS Messages Being Filtered or Not Delivered?

13 Oct, 23

Why this happens? Why SMS messages are not delivered sometimes?

How do I create a chat widget system for sub-accounts?

13 Oct, 23

Steps to create a chat widget system for sub-accounts Create

How to get notified via email or sms when chat is initiated by customer?

13 Oct, 23

Where I can check SMS Plan approved or rejected status?

13 Oct, 23

2. Now, click on the ‘SMS PLAN’ tab. 3. Check

How to set up opt-out settings for Marketing email?

13 Oct, 23

Setting Marketing email address Click settings from the Nav bar

How to Setup Chat Inbox for WhatsApp Cloud?

13 Oct, 23

Creating Inbox Select the Inbox, inside the inboxes you will

How to Send Personalized Images (MMS) in Automation Flows?

13 Oct, 23

****To add Personalized Images (MMS) in Automation Flows Please follow

Cold SMS Marketing: Can I use SMS Service for Targeting Customers?

13 Oct, 23

When it comes to sending cold SMS messages to potential