Note: There have been recent changes to our Dashboard that affects the UI of some of our key features. We are working on updating these videos but some may include screenshots prior to our most recent updates!
Whether you are new to Conversica or just want to refresh your knowledge, Conversica Essentials has all of the key training content you need to be successful.
Conversica Essentials is home to Conversica training videos. Hosted on YouTube, the channel contains various playlists designed to help you get the information you need, fast.
How to Access Conversica Essentials
Conversica Essentials can be easily located on Youtube. Once you have located the channel, the homepage will display all of the available videos and playlists.
Playlists
Use the table below as a guide to content currently available in each playlist:
| Playlist Title |
Training Videos |
| Alerts |
- Understanding Conversica Lead Statuses
- Email Alerts Overview
|
| Dashboard |
- Dashboard Feature Tour
- Day in the Life of a Rep: Navigating Conversica's Dashboard
- Available Dashboard Reporting for Managers & Admins
- Reporting Overview for Group Dashboards
- Lead Source, Lead Quality and Rep Performance Dashboard Reporting
- Bulk Lead Actions
- How to Save and Share Custom Reports
|
| Lead Manager |
- How to Import Leads into Conversica Using the Lead Uploader
- How to Reply as Assistant and Forward from Assistant
- Accessing and Navigating the Lead Profile
- Lead Manager Beta
- Stop Messaging: How to Stop a Conversation for a Lead
- Bulk Lead Actions
|
| Conversation Tools |
- How to Customize Conversations with Conversica's Conversation Editor
- Conversica Answers
- How to Send Out of Office Messages with Assistant Out of Office
- Get Notified About Alternate Contacts with Contact Mining
- How to Activate the Conversation Editor
- Providing AI Feedback
- How to Schedule your Conversations with Conversica's Schedule Editor
- How to Activate the Schedule Editor
- Lead Status Management Tool
- How to Customize Email Subject Lines
- Customizing Conversation Timing and Attempts
|
| User, Profiles, and Team Settings |
- How to Add a User
- How to Delete a User
- How to Add a Team
- How to Add a New Profile
- Changing User Settings: How to Manage Your Alerts
- How to Activate the Schedule Editor
|
| Automotive Sales AI Assistant |
- Meet your Automotive Sales AI Assistant
- Understanding Conversica Lead Statuses
- Accessing and Navigating the Lead Profile
- How to Reply as Assistant and Forward from Assistant
- How to Provide AI Feedback
- Dashboard Feature Tour
- How to Schedule Your Conversations with Conversica's Schedule Editor
- How to Activate the Schedule Editor
- Automotive Sales Assistant Demo
|
| Automotive Service AI Assistant |
- Meet your Automotive Service AI Assistant
- Automotive Service Customer Statuses
- Accessing and Navigating the Customer Profile
- Automotive Service AI Assistant Alerts
- Dashboard for Automotive Service AI Assistants
- How to Reply as Assistant and Forward from Assistant
- Automotive Service AI Assistant Best Practices
- Automotive Service AI Assistant Conversation Overview
- Providing AI Feedback
- How to Schedule Your Conversations with Conversica's Schedule Editor
- How to Activate the Schedule Editor
- Automotive Service Assistant Demo
|
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