Scraper (Lead Finder)
Knowledge Bases
Do I need to re-index after every knowledge base change?
Usually not. Uploading or deleting a document automatically queues an index refresh, and article edits keep the agent-facing knowledge in sync. Use...
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How do I add articles to a knowledge base?
Open the KB and use "Add new" on its articles list. An article has a Title, Content, an optional Display HTML, a...
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Booking
Phone Calls
Do my own manual calls show up as live calls?
No. Calls placed from the in-app dialer are excluded from the Live Calls report, the header badge and live-call notifications. Those screens...
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How do calls get scheduled in the first place?
You do not schedule them one at a time. An active workflow plus an agent with a phone number and group lists...
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Accounts & Settings
Mobile Support App (Pwa)
Onboarding (Quick Setup)
Contacts
How do bulk actions work on the Contacts list?
Tick the checkbox on any row (or the header checkbox for the whole page) and a dark bar appears at the bottom...
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How do I add a single contact?
Go to Contacts > Contacts and click "Add New" in the page header to open the Create New Contact panel. Fill in...
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Sequences
How do Call Task, To-Do Task and Manual Email steps get assigned?
Each takes a Task Title, Instructions, Priority and Due in (days), plus an Assign to mode: round-robin across all employees, round-robin within...
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How do delays work in a sequence?
A Time Delay block takes a Delay Value and a Delay Type (days or hours), and can additionally be told to delay...
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Customer Portal
Support Tickets
Team (Employees, Roles, Departments, Shifts, Tasks)
Support Inbox (Chat Messenger)
Group Lists
Workflows
How do I add follow-up emails after a call?
On the Follow Up tab switch on Email Follow up Workflow. Each interest level gets a Subject and a rich-text Body, an...
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How do I add follow-up SMS after a call?
Open the Follow Up tab and switch on SMS Follow up Workflow. You get one SMS Message box per interest level (High,...
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