You can set opt-in status or opt-out status through automation flow. 1.First, you need to open your flow and add an email step to your flow. Click on the Edit email step ...
Steps to create an Email Account ✅ Inside the system, you can use several methods to create an email account: Connect a domain with the system Connect your Gmail/Google Wor ...
Please, navigate to the ‘Automations ’ on the left side menu bar and create/open your flow in the flow editor. 2. On the right side of the screen, you will have ...
Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu. When the page is open, click the ‘Numbers’ button on the top me ...
First, you have to click on the Contact/Database tab. ‘Hello 123” my team user I will add this user as a collaborator in my inbox. Then click on the Chat tab ...
To add Personalized Images (MMS) in Automation Flows Please follow the the steps: Go to the automations flow, Select the flow or create the flow.**** 2. Add the SMS/MMS ...
Create a Google DialogFlow Bot Your DialogFlow bot is going to process the Chat messages via an “Agent” and then return a response in the Chat. To do this we first nee ...
What is Identity Verification? Identity Verification ensures conversations between you and your Users are kept private, and that one person can't impersonate another. This is done ...
Steps to get an SMS notification when there is a response from the client Create an SMS flow Add the ‘Wait For SMS Reply’ step. Please, drag the Wait For SMS Reply ...
Steps to send SMS/Call/Email to an individual client Open the contact Please, navigate to the ‘Dashboard’ on the left menu bar and open the contact Send SMS/Emai ...
Steps to send messages until there is a response from the client Create an SMS flow Add the ‘Wait For SMS Reply’ step. Please, drag the Wait For SMS Reply step and y ...
Steps to enable the SMS alters for missed calls Add a phone number The system offers the VoIP service. You can buy a number inside the system or port any existing number to the ...
Steps to create a canned response Open the chat dashboard Please, navigate to the ‘Chat’ menu on the left-hand side menu bar. Open the canned response menu On t ...
Add email inbox Please, navigate to the ‘Chat’ icon on the left menu bar. Once the page is loaded, click on the e ’Inbox’ menu on the top menu bar. ...
Steps to delete an email inbox Open the chat dashboard Please, navigate the ‘Chat’ on the left menu bar. Once the page is loaded, please click on the ‘inbox&rsq ...
Optout from an Email The flow builder email section have the option where you can add the Optout link to the email. Doing so will enable your customer to Optout or Unsubscribe fro ...
Why this happens? Why SMS messages are not delivered sometimes? Carriers have filters in place to block spam messages and protect their customers from unwanted messages. If your S ...
Prerequisites with WhatsApp Cloud (Meta) Create a New Meta Developer App First you need to follow the “Set up Developer Assets and Platform Access” step from this gui ...
Steps to connect Gmail/Google Workspace Please, navigate to the ‘Chat’ on the left menu bar. Once the page is opened and clicked on the ‘Inbox’ on the top ...
Steps to connect email with IMAP and SMTP Please, navigate to the ‘Chat’ on the left menu bar. Once the page is opened, click on the ‘Inbox’ on the top ...
Steps to connect Outlook email with IMAP and SMTP In this documentation, we will discuss how you can connect your Outlook email to send and receive emails. IMAP is used to receiv ...
Automation Flows Basics What is Automation Flow? Send SMS to custom/static & dynamic phone number using Automation Flow? Sending SMS to custom or static phone number is requ ...
Creating Inbox Select the Inbox, inside the inboxes you will find the different inboxes. Create the Inbox by selecting Add Inbox. Choose a Channel From the different channel s ...
Steps to change the sender name of my existing inbox Navigate to the chat dashboard Please, navigate to the ‘Chat’ icon on the left menu bar. Once the page is loaded, ...
Steps to create an SMS plan Open the SMS plan section Please navigate the phone number section by clicking on the ‘Phone’ on the left-side menu. When the page is open ...
When it comes to sending cold SMS messages to potential new customers, it's important to be mindful of best practices to avoid coming across as spammy or intrusive. Here are a few ...
Setting Marketing email address Click settings from the Nav bar and select preferences, inside preferences click Marketing Email Address to add your marketing details. Add your ...
Steps to create an email template Add the ‘Email Send’ step Under the ‘Messaging’ section, you will get the ‘Send Email’ step The system ...
Add email inbox Please, navigate to the ‘Chat’ icon on the left menu bar. Once the page is loaded, click on the e ’Inbox’ menu on the top menu bar. No, ...
Are These Mail Server Settings Required? Here are the settings for your iCloud Mail server. You can use them to set up your NexLvL CRM Email and send/receive emails through your i ...