Quick start, with text and video walkthrough
Feature links Add contacts manually You can also add contacts in bulk using the import feature. First, download the import template and fill it in using the template’s format. If you need to save extra info about your contacts, you…
When you want a set of actions to run automatically in certain situations, Automation is a strong fit—and highly efficient. When a selected event fires and the conditions match, the automation runs those actions, so you don’t have to manually…
Captain is an AI assistant tool. You can create multiple assistants, and each one binds to an Inbox to greet and help visitors on that Inbox first. Once you fill in the Q and A knowledge base and finish the…
Open Settings, then Inboxes, in Workspace. Click Add Inbox to open the email channel selection page. If you use Google or Microsoft email, choose the matching channel and bind it directly. If you don’t, or you want another email provider,…
After you create a widget inbox, click More settings for deeper configuration. You can also do this later from the Inboxes page by opening the matching Website record for that widget. Under the Settings tab, you can change the widget…
On the Workspace page, open Settings and go to Inboxes. On the right, you’ll see a record that includes the word Website—that’s your website chat widget. Click the settings icon on the right of that record to configure it. On…
Teams are containers for grouping agents. One team can include multiple agents, and the same agent can belong to more than one team. In practice, you can hand a customer conversation to a specific agent, or assign it to a…
Custom roles let you fine-tune what each agent can do, so larger agent teams can be managed more precisely and work more efficiently. Open Settings, then Custom Roles, in Workspace. Click Add custom role, fill in the details in the…
Click Create a new account near the top of the login page to go to the sign-up page. Enter your account details, then click Create account to submit. You can also sign in with Google if you prefer. Next, the…