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Mobile Support App (Pwa)

How do I install the support app on my phone?

Open /app in the phone browser and use the install sheet. On iPhone: open the page in Safari (Chrome on iPhone cannot...

Support Widgets

How do I install the support widget on my site?

Open the widget > Install tab and copy the snippet, then paste it just before the closing body tag on each site...

How do I make the widget answer with AI?

Open the widget > AI & articles tab. Set AI answers to "On" and pick an AI source chatbot (a Chat-type agent)....

Scraper (Lead Finder)

How do I know what a scrape will cost before I run it?

The create form has an "Estimated work for this job" panel showing Planned queries, Total API requests, Est. max results, Est. unique...

Telephony Approval (Sms Registration)

How do I know where my SMS application stands?

The status panel reports each stage separately: Review Status (Approved / In Review / Rejected / Waiting For Submission), A2P Messaging Profile...

Workflows

How do I let the agent book meetings?

Use the Calendly or Google Calendar tool. Calendly asks for an Action, a Member (whose calendar), an Event Type and Assigned Users....

How do I let the agent hand a call to a person?

Add the Transfer Call tool. Choose whether the destination is a custom phone number or an employee (picked from a dropdown that...

How do I place a real test call from a workflow?

Click the phone icon in the Test Agent widget to open the Make A Call modal. Choose Existing contact and search by...

Contacts

How do I log a note on a contact, and can teammates comment on it?

Use the Note quick action on the contact page (or "Add Note" on the Notes tab), type your note and save. Saved...

Getting Started & Login

How do I log in?

Go to the Sign in page, enter your Email and Password and submit. Login is rate-limited to 5 attempts a minute per...

How do I log out of other devices?

Go to Profile > Sessions tab > Browser Sessions panel. Click "Log Out Other Browser Sessions", enter your password and confirm. Your...

Phone Numbers

How do I make a number answer incoming calls with AI?

Edit the number and use the Inbound Calls section: pick an Inbound Workflow (or leave it Disabled) and optionally write an Inbound...

Agents

How do I make a one-off call from an agent?

Open the agent and use its Make A Call action. Choose Existing contact (search by name, email or phone) or Phone number...

Billing & Plans

How do I make the wallet top up automatically?

On the Wallet credits card, tick "Enable Auto Reload", fill in "Amount to reload" and "When balance reaches", then click Save. Without...

Super Admin

How do I manage platform users and admins?

Go to Super Admin > Users for a searchable table of all users. "Add New Admin" takes a photo, Name, Email, Phone...

Customer Portal

How do I manage the changelog list?

Support > Changelog shows all entries with a search box, category and status (Live / Draft) filters, and per-row edit and delete....

Support Inbox (Chat Messenger)

How do I mark a chat as spam or delete it?

In the conversation's "..." menu choose "Mark as spam" (it flips to "Not spam" afterwards) or "Delete conversation" (confirms first). Spam conversations...

Sequences

How do I pause or stop a contact's sequence?

Turn the whole sequence back to Draft to stop sends for everyone, or unenroll specific people from the Enrollments tab, from the...

Integrations

How do I post support alerts into Discord?

Connect the Discord card (the card title then shows your server name). Once connected you can build account-wide alert rules from the...

Email Templates

How do I preview an email template or send myself a test?

The builder has a Preview action that renders the template with sample shortcode values, and a send-test action that emails a rendered...