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Customer Portal

How do I publish a release note (changelog entry)?

Go to Support > Changelog > Create. Fill Title and Version, write the body, optionally add a Category, Labels, a cover Image,...

Website Chatbots

How do I put a chatbot on my website?

On the agent's Web Chat tab scroll to the embed section and copy the snippet, then paste it before the closing body...

Forms

How do I put a form on my website?

Open the Embed tab (save the form first). Option 1, iFrame Embed, gives you a ready iframe snippet to paste anywhere with...

Profile

How do I re-send my email verification?

Profile shows a "Profile Verification" notice when your email is not verified; use the send-verification action there. It mails you a fresh...

How do I set an email signature?

Go to Profile > Emails tab > email signature card. Paste or write your HTML signature (max 10,000 characters) and save. It...

Support Inbox (Chat Messenger)

How do I reply to a visitor in the chat inbox?

Open the conversation and type in the composer at the bottom. Enter sends, Alt+Enter adds a new line, typing "!" opens saved...

How do I resolve or reopen a chat?

Click the green Resolve button at the top right of the conversation. Once resolved, the same spot shows Reopen. You can also...

Workflows

How do I reschedule outreach that has stalled?

On Outreach > Outreach steps click "Reschedule Outreach". There is also a "Reschedule Calls" button on the workflow's Logs > Scheduled Calls...

How do I set the days and hours a workflow is allowed to call?

On the Schedule tab set a Start Date, a Timezone, Repeats (Weekly or Monthly) and Every N Weeks or Months. For weekly,...

Sms

How do I run an SMS campaign rather than a one-off text?

Create a workflow with an SMS Conversation or One Time SMS capability, write the SMS Message on the Agent tab (the counter...

Team (Employees, Roles, Departments, Shifts, Tasks)

How do I see and change who has a role?

On the Roles list, the "Held by" column shows a count badge per role. Click it to open the "Who has ..."...

How do I set up shifts?

Go to Shifts > "Add New" to open the New Shift modal: Shift name, Start and End (HH:MM), the Days checkboxes (Sun...

Booking

How do I set bookable hours?

On the Availability tab pick a team member from the chips, then per day click "+ Add hours" to add a window...

Business Branding

How do I set my brand colours?

In Business Branding, the Brand colours panel has seven swatches: Primary, Secondary, Accent, Button, Button text, Body text and Backdrop, each with...

Phone Numbers

How do I set up call forwarding on a number?

Open the number and tick "Forward number?", then enter a Redirect number. The Phone Numbers list shows the forwarding number in the...

Onboarding (Quick Setup)

How do I skip a step, or the whole wizard?

Each step card has a small Skip link in its header (and "Undo skip" once skipped). A step also auto-marks done once...

Support Tickets

How do I sort and filter the ticket list?

Use the "Sort by" dropdown (Created, Modified, Replied, Response Due, Resolution Due, Priority, Status, Subject) with Ascending or Descending, the search box...

Call Reviews

How do I start a call review run?

On Reports > Call Reviews, in the New run box choose a Rubric, a From and To date and optionally an Interest...

Scraper (Lead Finder)

How do I start a scrape?

On Scraper Jobs click New. Give it a Name, one or more Search terms, pick the Source(s), define the location (country, state...

A/B Testing

How do I start and stop an A/B test?

Press "Start test" (you need at least two saved variants) and "Stop test" to return to draft, at which point calls use...