Set Up Live Chat Widget

Create Live Chat Widget First things first! Creating a live chat widget is easy and straightforward. Here’s how you can quickly set up and customize your widget to perfectly match your website’s style: Navigate to Sites > Chat Widget Click New where you can choose one of the following: All-in-one chat, SMS / Email chat, […]

Set Up Facebook & Instagram Messenger

Integrate Facebook & Instagram First, let’s get Facebook and Instagram working together within your CRM. This integration will be a game changer in how quickly and effectively you communicate with customers. Head over to Settings > Integrations. Click on Connect under Facebook & Instagram. Log in to Facebook and choose your Facebook page (make sure […]

Connect Personal Inbox

Connect Gmail or Outlook Ready to streamline your email management? Here’s how you can quickly connect your inbox: Go to Settings > My Profile > Email (2-way sync). Choose Gmail or Outlook, then click Connect. Follow the prompts to accept permissions. It’s safe and secure! Want some extra tips? Check out these helpful guides: How […]