FAQ’s (In Progress) – CRM Help Docs

Calender Settings (Show your calender according to your choice)

18 Oct, 23

Follow the below steps:

Can I recover a phone number that I mistakenly deleted ?

18 Oct, 23

No, it is not possible to recover a phone number

Can I recover deleted AI chat bot?

18 Oct, 23

No, you cannot recover deleted AI Chat Bot. To create

Can we plug in other Product or feature with the white label packages or black label?

18 Oct, 23

Yes, you can add other features for this check below

Conditional display on Form

18 Oct, 23

Steps to apply conditional display on Forms For example, we

How can I insert link in the form that I am making?

18 Oct, 23

First, you need to click on Database from the left

How can I transfer website from my main account to sub-account?

18 Oct, 23

First, you need to click on Websites from the left

How do I distribute a BotNeo Package to a sub-account?

18 Oct, 23

Go to white-label from left side click on package and

How do I get started with a website?

18 Oct, 23

To create a website, you’ll have to coordinate several of

How do I link a Nav Menu item to a specific location on the same page?

18 Oct, 23

Steps to linking a Nav Menu item to a specific

How I can duplicate Flow?

18 Oct, 23

First, you need to click on Automation from the left

How I can select an inbox as a default inbox using flow?

18 Oct, 23

First, you need to click on Automation from the left

How to add agent in team?

18 Oct, 23

First, you need to click on Chats from the left

How to add calendar in website?

18 Oct, 23

First, you need to click on Websites from the left

How to add contact to pipeline manually?

18 Oct, 23

First, you need to click on Pipeline, click on this

How to add custom CSS to forms

18 Oct, 23

Add a special class to your element For example, you

How to add logo in calendar?

18 Oct, 23

First, you need to click on Calendar from the left

How to add PDF in pop-up using custom code?

18 Oct, 23

Go to site builder open file manager. Upload PDF file

How to add pop-up in website page?

18 Oct, 23

First, you need to click on Websites from the left

How to add tax in invoice?(Updated)

18 Oct, 23

First, you need to click on Payments from the left

How to add variation in product option?

18 Oct, 23

First you need to click on payment go to product

How to add video in form?

18 Oct, 23

Go to forms click on this setting option. Here you

How to change Button color in form?

18 Oct, 23

2. Navigate to 'Display,' and in 'Content,' paste this code.

How to change button color of branding?

18 Oct, 23

Go to white-label from left side of the screen select

How to change form border by adding custom CSS?(Updated)

18 Oct, 23

First, you need to click on Website from the left

How to change form name?

18 Oct, 23

First, you need to click on Database go to forms

How to change form on calendar?

18 Oct, 23

First, you need to click on Calendar from the left

How to change Navigation Icons?

18 Oct, 23

Select White label option from left side of menu than

How to change navigation layout?

18 Oct, 23

Go to white label from left side of panel than

How to change pop-up icon?

18 Oct, 23

Open pop-up click on this cross icon. Click on this

How to change System Menu Navigation Icon Name?

18 Oct, 23

Select White label option from left side of menu than

How to change/set a trigger of a flow?(Updated)

18 Oct, 23

Please, navigate to the ‘Automations’ on the left side menu

How to check the Prices of Emails, MMS, SMS, Phone Numbers, Services, SMS Plan & Base Packages.

18 Oct, 23

1.To see the prices, click on 'My Account', then click

How to configure/find the settings of my existing inbox?

18 Oct, 23

Steps to configure/find the settings of my existing inbox Please,

How to connect office 365 emails?

18 Oct, 23

Steps to configure Microsoft 365 email

How to create a full-screen background website and add content?

18 Oct, 23

Steps to create a full-screen background website Add a new

How to create a simple call flow for inbound calls?

18 Oct, 23

💡 What's an automation flow? 💡 How to buy a

How to Create a Team User?

18 Oct, 23

Select Contacts Go to Contacts/Database and Create a User Create

How to create one time booking calendar link?

18 Oct, 23

First, you have to click on Calendar from the left

How to create opted-in contact by form submission?

19 Oct, 23

Steps to create an opt-in form Open the form in

How to create package?

19 Oct, 23

1. To create a package, first click on the White

How to Customize The Meeting Link That You Can Share With Your Customers?

19 Oct, 23

First, you need to click on Calendar from the left

How to delete phone number?

19 Oct, 23

Click on the phone in the phone settings you can

How to disconnect survey form when chats are resolved?

19 Oct, 23

First, you need to click on Chats from the left

How to embed html code onto a website?

19 Oct, 23

Steps to embed HTML code onto a website:

How to enable Adyen payment ?

19 Oct, 23

First you need to obtain your Adyen API credentials: ****After

How to enable sms message when chat route to Agent?

19 Oct, 23

Go to AI-Chat bot setting scroll down and open this

How to enable the website widget?

19 Oct, 23

Steps to enable the website widget Please, navigate to the

How to export users’ submitted form data?

19 Oct, 23

Steps to export submitted form data Please, navigate to the

How to fix – Gmail Response: Your “Gmail” authentication expired please Re-Auth

19 Oct, 23

💡 How to create a purchase form? Steps to resolve

How to get data from FlowTrack to Zapier using Zapier webhook?

20 Oct, 23

To get data from FlowTrack to Zapier using Zapier webhook,

How to Increase Text size in form?

20 Oct, 23

First, select the HTML element from the form and drag

How to insert saved section on webpage builder?

20 Oct, 23

First, you need to click on Websites from the left

How to Integrate Plivo SMS?

20 Oct, 23

First, you need to click on setting from the left

How to make horizontal form?

20 Oct, 23

Select Columns option from here and go to setting of

How to make Nav bar sticky?

20 Oct, 23

First, you need to click on Website from the left

How to manage switcher size in the website builder

20 Oct, 23

First, You have to click on the Website tab from

How to manually create “Team User Logins” ?

20 Oct, 23

Please Follow these steps to manually create "Team user Login".

How to optin automatically optin email and sms once contact is created from FORM?

20 Oct, 23

Open the form in the form builder Open your concerning

How to preview website before publish?

20 Oct, 23

1. Go to the websites and click on sites designs.

How to remove animation that is applied to an element?

20 Oct, 23

Steps to remove animation from an element Select the element

How to rename Flow name?

20 Oct, 23

First, you need to click on Automation from the left

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

20 Oct, 23

Follow the below screenshots :

How to resolve the API create demo entry?

20 Oct, 23

How to resolve the API Issue creating demo entry? Then

How to send Appointment SMS Notification from flow?

20 Oct, 23

Please, navigate to the ‘Automations’ on the left side menu

How to set calendar time zone?

20 Oct, 23

First, you need to click on Calendar from the left

How to set the index page of a website project?

20 Oct, 23

Steps to create an index page Open your project Please,

How to set contact to be opted out in the system in bulk.

20 Oct, 23

First, you need to click on Contacts from the left

How to set the index page of a website project?

20 Oct, 23

Steps to create an index page Open your project Please,

How to set the value of a Radio field on forms?

20 Oct, 23

Steps to set the value of the radio field Add

How to set time zone of AI Chat bot?

23 Oct, 23

First, you need to click on AI Chat Bot from

How to set up a chat inbox for the Gmail account?

23 Oct, 23

Steps to create a chat inbox for the Gmail account

How to transfer phone number from one account to other?

23 Oct, 23

First, you need to click on Phone from the left

How to trigger a flow for incoming messages?

23 Oct, 23

Steps to trigger a flow for incoming messages Create a

How to trigger a flow when you add a tag?(updated)

23 Oct, 23

Click on Automation from left side of screen and select

How to upload PDF in Website File Manager?

24 Oct, 23

1. Select File Manger 2. After selecting File Manger ,choose

How we can use custom global color palette in the web developer

24 Oct, 23

First, you need to click on Websites from the left

In what type of situation would you use “Teams”?

24 Oct, 23

You can create teams and add users and support team

Is this software suitable for real estate investing and land flipper?

24 Oct, 23

Yes, we have a lot of real estate agents who

Popup Triggers in the Site/Funnel Builder?

24 Oct, 23

Select the desire website from your website Builder. There are

Where can I access the files I have uploaded?

26 Oct, 23

First, you need to click on Calendar from the left

Where can i find stripe payments api key?

26 Oct, 23

Which language settings are already implemented in flow track?

26 Oct, 23

Which Payment integration flow track has?

26 Oct, 23

Currently Flow track have these payment integrations.