Overview Subscriptions can be updated to reflect changes in products, quantities, or subscription start / end dates. This helps manage customer needs without cancelling and recreating subscriptions, while keeping billing dates consistent. Table of Contents Overview What does this feature do? What do I need to use this feature? How…
Conversation AI on mobile brings AI-powered customer replies into the mobile apps, helping users manage conversations while away from desktop. This article shows how Conversation AI works on mobile, how Autopilot Mode and Suggestive Mode behave in conversations, and how to pause, activate, or schedule bot reactivation from the mobile…
Seamlessly sync your LinkedIn Lead Gen Form submissions directly into your CRM. Connect one or more LinkedIn ad accounts, map your form fields, and automatically receive new leads in your sub-account. TABLE OF CONTENTS Before You Begin Connect LinkedIn to Your CRM Step 1: Connect Your LinkedIn Account Step 2:…
The Instagram Direct Integration allows businesses to connect their Instagram Professional accounts with the CRM to manage Instagram Direct Messages (DMs), automate conversations, and streamline customer communication from a single platform. With this integration, businesses can respond to Instagram messages directly from the CRM, trigger automations and workflows based on…
Admins can submit and track eligible US phone number port-in requests directly inside the platform. The Port-In Numbers workflow helps you move existing US phone numbers from an external carrier into your phone system without completing a separate porting form. Important: This feature must be enabled in Labs and is…
When you save a prospect, Prospecting when done in sub accounts automatically adds it to your CRM as a contact. This article explains what gets created, how the phone numbers, emails, and points of contact we find are organized, and the two settings you can use to control it —…
The redesigned WhatsApp onboarding experience helps businesses connect WhatsApp based on their current setup. Whether you already use the WhatsApp Business App, need a brand-new WhatsApp Business Account, or want to migrate from another Business Solution Provider (BSP), the onboarding flow provides a clearer path forward. This experience offers more…
Coming soon.
Media controls in the mobile app make it easier to manage supported media playback without returning to the app every time you need to pause, resume, or skip. This is especially helpful when watching or listening to longer course, membership, or community content on mobile. TABLE OF CONTENTS What are…
This article explains how to create a snapshot of fully configured Conversation AI bots, including bot prompts, actions, settings, and training data. Bot snapshots help you quickly deploy the same Conversation AI setup across multiple accounts while keeping configurations consistent. This reduces manual setup time and helps agencies scale proven…
