Chat(SMS,MMS,Email and Widgets)

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  3. Chat(SMS,MMS,Email and Widgets)

How to connect office 365 emails?

Steps to configure Microsoft 365 email Log in to your Microsoft 365 account. Go to the Admin Center and select the ‘Exchange’ option. Select the ‘Mail Flow&r ...

How to set up a multifunction device or application to send email using Microsoft 365 or Office 365

How to set up a multifunction device or application to send email using Microsoft 365 or Office 365 In this article Option 1: Authenticate your device or application dire ...

Set up connectors to route mail between Microsoft 365 or Office 365 and your own email servers

In this article How do connectors work with my on-premises email servers? How do connectors route mail between Microsoft 365 or Office 365 and my own email server? Overview ...

How to create a canned response (Email Templates) in the Chat Section?

How to create a canned response (Email Templates) in the Chat Section? Steps to create a canned response Open the chat dashboard Please, navigate to the ‘Chat’ menu ...

Setup Identity Verification on the Website Chat Widget

What is Identity Verification? Identity Verification ensures conversations between you and your Users are kept private, and that one person can't impersonate another. This is done ...

How to Connect WhatsApp Cloud (Meta formally known as Facebook)

Prerequisites with WhatsApp Cloud (Meta) Create a New Meta Developer App First you need to follow the “Set up Developer Assets and Platform Access” step from this gui ...

How to build a SMS flow?

Steps to build a SMS flow Create a contact flow 💡 How to create a contact flow? Add the SMS step Please, add the ‘Send SMS’ step to your flow On the settings pa ...

How to create an SMS flow and send messages until there is a response from the client?

Steps to send messages until there is a response from the client Create an SMS flow 💡 How to create an SMS flow? Add the ‘Wait For SMS Reply’ step. Please, drag th ...

How to send SMS/Call/Email to an individual client?

Steps to send SMS/Call/Email to an individual client Open the contact Please, navigate to the ‘Dashboard’ on the left menu bar and open the contact Send SMS/Email/ ...

How to enable SMS alerts for missed calls?

Steps to enable the SMS alters for missed calls Add a phone number The system offers the VoIP service. You can buy a number inside the system or port any existing number to the s ...

How to send SMS to static & dynamic phone numbers using Automation Flow?

Send SMS to custom/static & dynamic phone number using Automation Flow? Sending SMS to custom or static phone number is required when you want to add static number to get spec ...

How to create an SMS plan?

Steps to create an SMS plan Open the SMS plan section Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu. When the page is open ...

How to create an SMS flow and get an SMS notification when there is a response from the client? Wait for SMS

Steps to get an SMS notification when there is a response from the client Create an SMS flow 💡 How to create an SMS flow? Add the ‘Wait For SMS Reply’ step. Please ...

Chatbots with Dialog Flow

Create a Google DialogFlow Bot Your DialogFlow bot is going to process the Chat messages via an “Agent” and then return a response in the Chat. To do this we first nee ...

How to connect my Email with IMAP and SMTP?

Steps to connect email with IMAP and SMTP Please, navigate to the ‘Chat’ on the left menu bar. Once the page is opened, click on the ‘Inbox’ on the top ...

How to connect my Gmail/Google Workspace email?

Steps to connect Gmail/Google Workspace Please, navigate to the ‘Chat’ on the left menu bar. Once the page is opened and clicked on the ‘Inbox’ on the top ...

How to create an email account?

Steps to create an Email Account ✅ Inside the system, you can use several methods to create an email account: Connect a domain with the system Connect your Gmail/Google ...

How to delete an email inbox?

Steps to delete an email inbox Open the chat dashboard Please, navigate the ‘Chat’ on the left menu bar. Once the page is loaded, please click on the ‘inbox&rsq ...

How to change the inbox name/avatar for the email inbox?

Steps to change the sender name of my existing inbox Navigate to the chat dashboard Please, navigate to the ‘Chat’ icon on the left menu bar. Once the page is loaded, ...

I have a domain. How to connect my email?

Steps to connect email Connect your domain Add email inbox Please, navigate to the ‘Chat’ icon on the left menu bar. Once the page is loaded, click on the e ’I ...

How to use chat widget in your website outside of your CRM system?

You can follow below steps in order to create a script for chatbot and use chatbot in your website like: Wordpress, Wix etc. Go to Chat and add new Inbox as Website Widget as ment ...

How to create an email template?

Steps to create an email template Create a flow Add the ‘Email Send’ step Under the ‘Messaging’ section, you will get the ‘Send Email’ step ...

How to set opt-out and opt-in Emails.

**You can set opt-in status or opt-out status through automation flow. 1.** First, you need to open your flow and add an email step to your flow. Click on the Edit email step ...

How to add/remove team members as a collaborator from your Inbox?

First, you have to click on the Contact/Database tab. ‘Hello 123” my team user I will add this user as a collaborator in my inbox. Then click on the Chat tab f ...

How to add unsubscribe link to an Email?

Optout from an Email The flow builder email section have the option where you can add the Optout link to the email. Doing so will enable your customer to Optout or Unsubscribe fro ...

SMS Messages Being Filtered or Not Delivered?

Why this happens? Why SMS messages are not delivered sometimes? Carriers have filters in place to block spam messages and protect their customers from unwanted messages. If your S ...

How do I create a chat widget system for sub-accounts?

Steps to create a chat widget system for sub-accounts Create a Website Widget inbox ✅ How to create a website widget inbox? If you have an existing Website Widget inbox, then ...

How to get notified via email or sms when chat is initiated by customer?

Please, navigate to the ‘Automations ’ on the left side menu bar and create/open your flow in the flow editor. On the right side of the screen, you will have the ham ...

Where I can check SMS Plan approved or rejected status?

Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu. When the page is open, click the ‘Numbers’ button on the top me ...

How to set up opt-out settings for Marketing email?

Setting Marketing email address Click settings from the Nav bar and select preferences, inside preferences click Marketing Email Address to add your marketing details. Add your ...

How to Setup Chat Inbox for WhatsApp Cloud?

Creating Inbox Select the Inbox, inside the inboxes you will find the different inboxes. Create the Inbox by selecting Add Inbox. Choose a Channel From the different channel s ...

How to Send Personalized Images (MMS) in Automation Flows?

****To add Personalized Images (MMS) in Automation Flows Please follow the the steps: Go to the automations flow, Select the flow or create the flow.**** Add the SMS/MMS ...

Cold SMS Marketing: Can I use SMS Service for Targeting Customers?

When it comes to sending cold SMS messages to potential new customers, it's important to be mindful of best practices to avoid coming across as spammy or intrusive. Here are a few ...