The Velocify integration works by syncing a report to a specific conversation in the Conversica system. This report will need to contain the applicable fields that contain the data that needs to be sent to Conversica, including the Converisca Dialogue field which acts as a unique identifier in our system.
The preferred approach is to send emails via the Conversica system using a dedicated sub-domain. This setup for messaging allows sending larger quantities of email in shorter periods of time and eliminates any sending limit restrictions.
Please view this article for subdomain configuration instructions.
AssistantThis article reviews the best practices for creating your Conversica assistant:
DashboardThe dashboard is the part of the Conversica system you will log into to interface with the Conversica system. Please view this article for more information about the dashboard.