• Prospecting Widgets Localization: Emails, Reports & Forms

    Prospecting Widgets now fully support multi-language functionality. All system-generated text — including field labels, validation messages, submit buttons, email communication, and PDF report links — automatically adapts to the user’s preferred platform language. This ensures a consistent localized experience across embedded widgets, emails, and exported reports. TABLE OF CONTENTS Overview…

  • Bot Actions – Add Contact Info

    The Add Contact Info feature allows users to easily add contact information directly from the AI conversation. By capturing information like business details, addresses, and dates directly from the contact’s responses, you can reduce manual data entry and keep contact records update. TABLE OF CONTENTS What is the Add Contact Info…

  • How to Use Filters in the Reputation Metrics Dashboard

    The Reputation Metrics Dashboard is designed to help you understand what’s working, what’s not, and where to optimise across review requests, reviews, responses, AI adoption, widgets, QR codes, and more. At the top of the dashboard, you’ll see filters that control what data you’re viewing. This guide explains how those…

  • Quiz Builder Guide

    The Quiz Builder lets you create interactive quizzes that collect lead data and deliver personalized results. Use scoring, categories, automations, and CRM mapping to turn quiz responses into personalized experiences. TABLE OF CONTENTS What is the Quiz Builder? Key Benefits of the Quiz Builder Quiz Builder Layout and Navigation Quiz…

  • Error 30034: Number not A2P compliant. Please register for A2P

    Error 30034 typically occurs when attempting to send a message to a U.S. number from a 10DLC number that is not associated with a registered A2P campaign. This error usually indicates that the system was unable to process the request due to missing, invalid, or expired credentials. Common Scenarios You…

  • How to Prevent SMS Filtering by Carriers: Error 30007

    Carrier filtering (Error 30007) occurs when messages are blocked because they appear to be unwanted, spammy, or non-compliant with carrier or legal policies. This article will help you understand what message filtering is, how to avoid it, and what you can do if you’re affected. TABLE OF CONTENTS What is…

  • Custom Objects Bulk Import

    This article explains how to bulk import Custom Object records, including create, update, deduplication logic, bulk action controls, and import error handling. Overview You can bulk create and update Custom Object records via CSV import. The import supports: Creating new Custom Object records Updating existing Custom Object records Create +…

  • How to Use OpenRouter Generate Response in Workflows

    The Generate Response action allows you to use advanced AI models directly within workflows to create dynamic, context-aware responses from prompts you define. This enables automated content creation, intelligent replies, summarization, and AI-driven decision logic inside your automation flows. The action sends your prompt to the selected AI model and…

  • How to Use Monday.com Integration in Workflows

    The Monday.com integration allows you to connect workflows directly with your project management boards to automate task creation, status updates, and board synchronization. This enables real-time coordination between project tracking and CRM-driven automation. With native triggers and actions, you can automatically create boards, update items, archive groups, and respond to…