Guides — What would you like to learn?

Getting started

From app connection to your first message

• Getting startedGo step by step, from connecting the app to sending your first message.Video0:36

Contacts

Excel import, fields and tags

• Add a single contact
• Add contacts in bulk from ExcelVideo0:36
• Create contact fieldsVideo1:00
• Organize customers with tagsVideo0:58
• Find contactsVideo0:38

Story

Customer history and notes

• View customer historyVideo1:16
• Add a consultation note

Schedule

Tasks and appointments

• Add to-dos and appointmentsVideo1:18

Messages

Sending, templates and marketing texts

• Send a messageVideo0:52
• Create and use templatesVideo1:08
• Write messages with AIVideo0:54
• Marketing texts and opt-outs

Automatic messages

Callback and birthday messages

• Set up callback messagesVideo1:09
• Set up automatic birthday messagesVideo0:58

Live chat

Install and customize

• Install Live ChatVideo1:25
• Customize Live ChatVideo1:25

Billing & plans

Plans and sending conditions

• Check your plan and usageVideo1:00
• Sending limits and costs
• Change your payment card

Settings

General settings and API

• General settings
• Connect the APIVideo1:21

Troubleshooting

Connection, sending and receiving

• When messages won’t sendVideo0:52
• When received messages don’t showVideo0:46
• When the app disconnectsVideo0:46