Getting Started

Website Chat

• Website Chat Recipe: Send a Case to your Support Team
• Website Chat Recipe: Connect to a Live Chat Agent
• Website Chat Recipe: Book a Demo with Your Team
• Conversica Website Chat

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Dashboard

• Conversica Dashboard Registration for New Users
• Dashboard Guide
• Lead Manager
• Dashboard Filter and Metric Definitions
• Assisted Appointments for Automotive
• Conversica Academy

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Conversation Management

• Managing Lead Lists
• Answering Frequently Asked Questions
• Managing Lead Statuses
• Editing Conversations

• Customizing conversations in the Conversation Editor
• Activating the Conversation Editor
• Managing Contact Lists in the Conversation Editor
• Viewing conversation flows in the Conversation Editor
• Activating the Schedule Editor
• Editing conversation cadence with the Schedule Editor

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Messaging

• Premium Skills Enhancement
• Uploading Lists - Automotive Overview
• Providing AI Feedback
• Conversation Status: No Longer at Company
• Forward From Assistant
• Scheduling Meetings with Chili Piper

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Lead Management

• How You Can Improve Your Results With Conversica
• Lead Management: Overview
• Best Practices for Sales Reps
• Action: Stop Messaging
• Action: Skip to Follow Up
• Lead Status: Hot Lead

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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

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