Forms
How do I stop spam form submissions?
Go to Settings > Security in the form builder and enable reCAPTCHA v2 with your Site Key and Secret Key. The public...
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How do I style a form?
Go to Settings > Appearance in the form builder. You can set the Font, Width (centered narrow, full width, or custom), font...
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How do I turn form submissions into contacts?
On the Submissions page tick the submissions you want and use "Convert Submissions to Contacts", optionally choosing a contact list to add...
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Workflows
How do I stop the agent interrupting or talking over people?
Configs > Start Speaking Plan controls when it begins: Wait Seconds (0 to 5), Smart Endpointing (KLCT or Off), and when smart...
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How do I test my agent without calling a real person?
On a saved phone-call workflow the Test Agent widget at the top right has buttons to talk to the agent in your...
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How do I turn a workflow on or off?
Use the green Active toggle just under the page title on the workflow editor, or the same toggle in the Workflows list....
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Accounts & Settings
Sequences
Sms
Support Inbox (Chat Messenger)
Getting Started & Login
Scraper (Lead Finder)
How do I turn scraped leads into contacts?
Tick the leads you want and press Promote. It reports how many were promoted and skips anything already promoted or rejected, so...
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How do I watch a running scrape?
Open the job from Scraper Jobs. The job page live-polls and shows Status, Queries swept, API calls, Emitted, Found, New leads, Contacts...
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Files
Knowledge Bases
How do I upload documents to a knowledge base?
Open the knowledge base and use the Documents dropzone. Accepted types are txt, pdf, docx, doc, csv, md, tsv, yaml, json, xml...
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How do knowledge bases reach a chatbot?
A chatbot answers from the union of its own attached knowledge bases and those of the agent it is bound to. If...
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