• What You Need to Know

    This is only a sample article, you can now start creating your own content. Why Choose KnowAll? KnowAll from HeroThemes is the ultimate Knowledge Base theme for WordPress. It comes pre-packaged with all the tools to setup and manage a successful support center. Reduce support tickets and have happier Customers…

  • How to Color-Code Opportunity Pipelines (Smart Tags)

    Smart Tags help you visually prioritize opportunities inside your pipelines using color-coded chips. Instead of relying on filters or text labels, you can highlight deals automatically based on rules you define — such as stale deals, high-value opportunities, or new leads.This article shows you how to create, edit and manages smart tags…

  • How to Add Custom CSS to Forms, Surveys, and Quizzes!

    You can easily change how your forms, surveys, and quizzes look using Custom CSS. Follow these simple steps. 1. Where to Add Custom CSS Option 1: Inside the Form, Survey, or Quiz (recommended) Go to Sites → Form Builder (or Survey Builder / Quiz Builder). Open your form. Click on…

  • Funnel, Website & Webinar Analytics Definitions

    This guide explains the meaning of each metric you’ll see when viewing your Funnel, Website, QR Codes and Webinar Analytics. Use these definitions to understand your performance, improve engagement, and optimize conversions. TABLE OF CONTENTS Page Views Opt-ins QR Scans Sales – Orders Sales – Rate Sales – Quantity Sales…

  • Basecamp – Actions & Triggers in Workflows

    1. Introduction The Basecamp integration in HighLevel enables seamless automation between your workflows and Basecamp’s project management platform. Whether you’re coordinating client projects, collaborating with teams, or tracking tasks, this integration connects HighLevel automation with Basecamp’s to-dos, messages, and documents. Why It Matters With this integration, agencies, marketers, and SMBs…

  • Typeform – Actions & Triggers in Workflows

    1. Introduction The Typeform integration enables seamless automation between your CRM workflows and Typeform’s interactive form platform. Whether you’re capturing leads, collecting survey data, or tracking customer feedback, this integration connects Typeform submissions directly with automations — ensuring instant data sync and workflow execution. Why It Matters With this integration,…

  • 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…