CRM Help Docs
Calender Settings (Show your calender according to your choice)
Follow the below steps:
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Can I recover a phone number that I mistakenly deleted ?
No, it is not possible to recover a phone number…
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Can I recover deleted AI chat bot?
No, you cannot recover deleted AI Chat Bot. To create…
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Can we plug in other Product or feature with the white label packages or black label?
Yes, you can add other features for this check below…
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Conditional display on Form
Steps to apply conditional display on Forms For example, we…
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How can I insert link in the form that I am making?
First, you need to click on Database from the left…
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How can I transfer website from my main account to sub-account?
First, you need to click on Websites from the left…
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How do I distribute a BotNeo Package to a sub-account?
Go to white-label from left side click on package and…
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How do I get started with a website?
To create a website, you’ll have to coordinate several of…
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How do I link a Nav Menu item to a specific location on the same page?
Steps to linking a Nav Menu item to a specific…
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How I can duplicate Flow?
First, you need to click on Automation from the left…
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How I can select an inbox as a default inbox using flow?
First, you need to click on Automation from the left…
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How to add agent in team?
First, you need to click on Chats from the left…
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How to add calendar in website?
First, you need to click on Websites from the left…
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How to add contact to pipeline manually?
First, you need to click on Pipeline, click on this…
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How to add custom CSS to forms
Add a special class to your element For example, you…
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How to add logo in calendar?
First, you need to click on Calendar from the left…
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How to add PDF in pop-up using custom code?
Go to site builder open file manager. Upload PDF file…
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How to add pop-up in website page?
First, you need to click on Websites from the left…
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How to add tax in invoice?(Updated)
First, you need to click on Payments from the left…
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How to add variation in product option?
First you need to click on payment go to product…
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How to add video in form?
Go to forms click on this setting option. Here you…
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How to change Button color in form?
2. Navigate to 'Display,' and in 'Content,' paste this code.…
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How to change button color of branding?
Go to white-label from left side of the screen select…
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How to change form border by adding custom CSS?(Updated)
First, you need to click on Website from the left…
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How to change form name?
First, you need to click on Database go to forms…
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How to change form on calendar?
First, you need to click on Calendar from the left…
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How to change Navigation Icons?
Select White label option from left side of menu than…
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How to change navigation layout?
Go to white label from left side of panel than…
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How to change pop-up icon?
Open pop-up click on this cross icon. Click on this…
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How to change System Menu Navigation Icon Name?
Select White label option from left side of menu than…
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How to change/set a trigger of a flow?(Updated)
Please, navigate to the ‘Automations’ on the left side menu…
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How to check the Prices of Emails, MMS, SMS, Phone Numbers, Services, SMS Plan & Base Packages.
1.To see the prices, click on 'My Account', then click…
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How to configure/find the settings of my existing inbox?
Steps to configure/find the settings of my existing inbox Please,…
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How to connect office 365 emails?
Steps to configure Microsoft 365 email
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How to create a full-screen background website and add content?
Steps to create a full-screen background website Add a new…
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How to create a simple call flow for inbound calls?
💡 What's an automation flow? 💡 How to buy a…
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How to Create a Team User?
Select Contacts Go to Contacts/Database and Create a User Create…
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How to create one time booking calendar link?
First, you have to click on Calendar from the left…
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How to create opted-in contact by form submission?
Steps to create an opt-in form Open the form in…
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How to create package?
1. To create a package, first click on the White…
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How to Customize The Meeting Link That You Can Share With Your Customers?
First, you need to click on Calendar from the left…
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How to delete phone number?
Click on the phone in the phone settings you can…
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How to disconnect survey form when chats are resolved?
First, you need to click on Chats from the left…
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How to embed html code onto a website?
Steps to embed HTML code onto a website:
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How to enable Adyen payment ?
First you need to obtain your Adyen API credentials: ****After…
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How to enable sms message when chat route to Agent?
Go to AI-Chat bot setting scroll down and open this…
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How to enable the website widget?
Steps to enable the website widget Please, navigate to the…
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How to export users’ submitted form data?
Steps to export submitted form data Please, navigate to the…
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How to fix – Gmail Response: Your “Gmail” authentication expired please Re-Auth
💡 How to create a purchase form? Steps to resolve…
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How to get data from FlowTrack to Zapier using Zapier webhook?
To get data from FlowTrack to Zapier using Zapier webhook,…
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How to Increase Text size in form?
First, select the HTML element from the form and drag…
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How to insert saved section on webpage builder?
First, you need to click on Websites from the left…
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How to Integrate Plivo SMS?
First, you need to click on setting from the left…
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How to make horizontal form?
Select Columns option from here and go to setting of…
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How to make Nav bar sticky?
First, you need to click on Website from the left…
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How to manage switcher size in the website builder
First, You have to click on the Website tab from…
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How to manually create “Team User Logins” ?
Please Follow these steps to manually create "Team user Login".…
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How to optin automatically optin email and sms once contact is created from FORM?
Open the form in the form builder Open your concerning…
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How to preview website before publish?
1. Go to the websites and click on sites designs.…
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How to remove animation that is applied to an element?
Steps to remove animation from an element Select the element…
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How to rename Flow name?
First, you need to click on Automation from the left…
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How to replace Basic info form with custom form in Calendar?
Follow the below screenshots :
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How to resolve the API create demo entry?
How to resolve the API Issue creating demo entry? Then…
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How to send Appointment SMS Notification from flow?
Please, navigate to the ‘Automations’ on the left side menu…
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How to set calendar time zone?
First, you need to click on Calendar from the left…
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How to set the index page of a website project?
Steps to create an index page Open your project Please,…
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How to set contact to be opted out in the system in bulk.
First, you need to click on Contacts from the left…
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How to set the index page of a website project?
Steps to create an index page Open your project Please,…
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How to set the value of a Radio field on forms?
Steps to set the value of the radio field Add…
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How to set time zone of AI Chat bot?
First, you need to click on AI Chat Bot from…
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How to set up a chat inbox for the Gmail account?
Steps to create a chat inbox for the Gmail account…
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How to transfer phone number from one account to other?
First, you need to click on Phone from the left…
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How to trigger a flow for incoming messages?
Steps to trigger a flow for incoming messages Create a…
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How to trigger a flow when you add a tag?(updated)
Click on Automation from left side of screen and select…
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How to upload PDF in Website File Manager?
1. Select File Manger 2. After selecting File Manger ,choose…
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How we can use custom global color palette in the web developer
First, you need to click on Websites from the left…
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In what type of situation would you use “Teams”?
You can create teams and add users and support team…
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Is this software suitable for real estate investing and land flipper?
Yes, we have a lot of real estate agents who…
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Popup Triggers in the Site/Funnel Builder?
Select the desire website from your website Builder. There are…
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Where can I access the files I have uploaded?
First, you need to click on Calendar from the left…
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Where can i find stripe payments api key?
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Which language settings are already implemented in flow track?
Login to flow track account select language from here you…
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Which Payment integration flow track has?
Currently Flow track have these payment integrations.
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