Getting Started
Website Chat
Dashboard
Conversation Management
- Managing Lead Lists
- Answering Frequently Asked Questions
- Managing Lead Statuses
- Editing Conversations
- Out of Office Logic
- Customizing conversations in the Conversation Editor
- Activating the Conversation Editor
- Managing Contact Lists in the Conversation Editor
- Managing lead statuses in the Conversation Editor
- Viewing conversation flows in the Conversation Editor
Messaging
Lead Management
Reporting
- Executive Reporting Dashboard Overview
- Reporting Recipe Directory
- Reporting Recipe: Aligning Contact Lists with Conversations
- Reporting Recipe: How to Track Opportunities (SFDC Only)
- Reporting Recipe: Review Metrics by Lead Status
- Reporting Recipes : How to Track My Team's Performance