• Guide to TikTok Messaging & Comment automation

    TABLE OF CONTENTS About TikTok Messaging & Comment automation Integrating your TikTok account How will TikTok Comment automation work? Setup Trigger: TikTok Comment(s) on Reel Setup Action : Reply in Comments How will TikTok DM automation work? Trigger :  Customer replied Setup Action : Tiktok Interactive messenger Important Points to Noted…

  • How to Set SLAs for Conversations

    TABLE OF CONTENTS Overview Guide on How to Set Up Conversation SLAs Step 1: Navigate to SLA Settings Step 2: Choose How SLAs Apply Across Channels Step 3: Define SLA Timings Step 4: Choose How Workflow and AI Messages Affect SLAs Workflow Messages AI Agent Messages Step 5: Save and…

  • Conversation AI – Bot Inactive (Sleep) Conditions

    In Conversation AI there are several different events that can put the bot in a conversation “to sleep”. TABLE OF CONTENTS Bot Settings Bot Goals Conversation Workflow Bot Settings Bot Settings > Max Messages – When the total messages in the conversation reaches this limit. Bot Goals Bot Goals > Stop…

  • Conversation AI Summary and Transcript

    In the Conversation AI Bot settings there is an option to generate a summary and/or transcript of the conversation. Conversation Summary Navigate to AI Agents > Conversation AI and select an existing bot or create a new one. On the Bot Goals tab, click the toggle for Enable Conversation Summary….

  • Conversation AI: Multiple Calendars Support for Appointment Booking

    This capability enables AI bots to intelligently detect and book appointments across multiple calendars, simplifying multi-specialty or multi-department scheduling for your business. What is Multiple Calendars Support? Multiple Calendars Support allows your AI Appointment Booking Bot to route booking requests to the correct calendar based on the customer’s intent. Instead…

  • Conversation AI Flow Builder

    In Conversation AI, an important option for building the bot is the Flow Based Builder. It provides a rich visual interface for laying out the conversation logic. TABLE OF CONTENTS Access The Flow Based Builder Bot Settings Bot Goals Flow Based Builder AI Actions AI Action – Capture Information (Qualify)…

  • Magic Links In Memberships (Courses)

    Have you ever been in a situation where you’re trying to get somebody in membership, or you want to get them in quickly, and they’ve lost their password, or they can’t figure out how to log in? A Memberships magic link is the one-click solution for that. The fastest way…

  • New Theme Customizer for Courses

    Overview The New Theme Customizer is a powerful new feature that enables users to personalize the appearance of their course sites with ease. From logos and search bars to hero sections and course sidebars, users have full control over key design elements to create a visually appealing and branded learning experience. With…

  • Clickup – Actions & Triggers in Workflows

    TABLE OF CONTENTS 1. Introduction Why It Matters 2. Triggers and Actions Triggers (ClickUp → Workflows) Actions (Workflows → ClickUp) 3. Getting Started 4. How ClickUp Triggers Work 5. Common Use Cases Use Case 1: Create ClickUp Tasks from Form Submissions Use Case 2: Auto-Generate AI-Powered Proposal Documents Use Case…

  • Airtable – Actions & Triggers in Workflows

    TABLE OF CONTENTS 1. Introduction Why It Matters 2. Triggers and Actions Triggers (Airtable → Workflows) Actions (Workflows → Airtable) 3.Getting Started with Airtable 4. How Airtable Triggers Work Setup Steps: 5. Common Use Cases Use Case 1: Send Internal Notifications Use Case 2: Update Data in Multiple Places Use…