❓ General FAQ

  1. Overview
  2. ❓ General FAQ

❓ General FAQ - OV How to Add Agent in a Team

First, you need to click on Chats from the left bar menu then click on the setting option. Click teams from here. Now you can select team in which you want to add agent.

❓ General FAQ - How to change the color of specific word in a sentence with website builder?

Go to your website builder, select your project. Select the specific text you want to change the color, select “Warp for style”. 3. After applying &l ...

❓ General FAQ - How to create Sub-account ?

Follow the following steps to create subaccount Click on the settings, Select the Sub-account from the top bar. 2. Click on the Create Sub-Account button and provide ...

❓ General FAQ - OV Mask a Link in a Form

First, you need to click on Database from the left bar menu then click on Forms. Now select form in which you want to add link. 2. Search content field and drag it into ...

❓ General FAQ - OV Personalized View in Calendar Settings

Follow the below steps:

❓ General FAQ - How to connect an existing call flow with a new VoIP number?

Steps to connect and existing call flow with a new VoIP number Open the phone numbers section Please navigate the phone number section by clicking on the ‘Phone’ on t ...

❓ General FAQ - How to change/rename pipeline name?

Go to Pipelines from the sidebar. Click on the pipeline you want to rename. Click on the setting icon next to the pipeline name. 4. Enter the new name for the pipelin ...

❓ General FAQ - How to create a simple call flow for inbound calls?

Steps to create a call flow Create a flow Load the flow builder Navigate to the flow builder by clicking the “Flows” on the left side menu. Then when you have the fl ...

❓ General FAQ - How to add anchor ?

Select the section in which you want to add anchor and follow the steps as shown in the screenshot: 2. Now click on the menu and select the name of your menu in which y ...

❓ General FAQ - Difference between Booker and Bookings (Working).

BOOKERS Publick Booking page setting. Meeting events Meeting Invite Setting **BOOKINGS**

❓ General FAQ - OV Turn Opt-in Option for Marketing in Forms

Steps to create an opt-in form Open the form in the form builder Please, navigate to the forms under the Dashboard menu Open your concerning form in the form builder. Chang ...

❓ General FAQ - How to change the appointment form(Calendar)?

Click on the calendar, Select the booker. 2. You can create a form and use that form on calendar.

❓ General FAQ - OV Configure Existing Inbox

Steps to configure/find the settings of my existing inbox Please, navigate to the ‘Chat’ icon on the left menu bar. Once the page is loaded, click on the e ’In ...

❓ General FAQ - Can I recover a phone number that I mistakenly deleted ?

No, it is not possible to recover a phone number that was mistakenly deleted. Once a phone number is deleted, it cannot be recovered.

❓ General FAQ - How can I duplicate Flow?

First, you need to click on Automation from the left bar menu then click on the Flow option. 2. Select a flow you want to duplicate. 3. Now Click on this option ...

❓ General FAQ - Definitions

Who is contact owner? Contact owner is system owner by default. You can set contact owners as your team members to differentiate between contacts based on your business logic. ...

❓ General FAQ - How to change Agent name in NexLvL?

Simply, Click on My Account, Go to the Profile Details and change your name from here as shown below:

❓ General FAQ - OV Create a White Label Package

To create a package, first click on the White Label tab from the left side, then click on the Package option from the top address bar. 2. Click on the + button to cre ...

❓ General FAQ - How to Create a Team User?

Select Contacts Go to Contacts/Database and Create a User Create a Team User In the Create User fill in the details, the main things that differentiate the Team User from the ...

❓ General FAQ - How do I get started with a website?

To create a website, you’ll have to coordinate several of steps, and picking a web host provider is just one of them. Register a domain: You’ll buy this from a domai ...

❓ General FAQ - How to create the email template?

You can create an email template by following these steps: Create a flow Add the ‘Email Send’ step Under the ‘Messaging’ section. 2. Click on t ...

❓ General FAQ - How to add purchase field in Form?

To add a purchase field to your form, navigate to "Contacts" on the left side of your menu bar, select "Forms" from the top of your bar then create/select your desire form, now c ...

❓ General FAQ - Can I connect my office 365 emails to system?

Can I connect my office 365 emails to system? Yes, It is possible to connect your office 365 emails to system. To do this, you will need to set up an SMTP connection in system ...

❓ General FAQ - How can sync the chats between your laptop and mobile device?

How can sync the chats between your laptop and mobile device. To do this, you will need to use the same Gmail/Google Workspace account for both devices.

❓ General FAQ - How to check the Prices of Emails, MMS, SMS, Phone Numbers, Services, SMS Plan & Base Packages.

1. To see the prices, click on 'My Account', then click on the 'Billing' option at the top. You will see the details, and from there, click on 'Price List'. 2. Here ar ...

❓ General FAQ - How to add app in your project and assign package to that app?

Select your desire website. Click on Add App option as shown in the below screenshot. 2. Provide the details and click on create button. 3. After creating, clic ...

❓ General FAQ - How to add trigger in flow (updated)?

Select your desire flow. And double click on “Workflow Trigger”. 2. On the left side of your screen, you can see the options for trigger select/add your tri ...

❓ General FAQ - How I can select an inbox as a default inbox using flow?

First, you need to click on Automation from the left bar menu then click on the Settings. Select default email here. 2. Now click on the Flow option. Now select flow. ...

❓ General FAQ - How to customize the form button in website builder?

Add a form to the site, Then click on the button you want to customize.And follow the following steps as shown in screenshot.

❓ General FAQ - How to create Quiz Live Score Form?

Select Survey field from the Advanced fields on the left side of your form. 2. Click on the setting of the survey field. 3. Add label and values for the Quiz/If ...

❓ General FAQ - WT (How to Upgrade Plan)

❓ General FAQ - How to Clear Canvas ?

To Clear Canvas click on the icon as shown below. After clear canvas you need to add section and then save otherwise it’ll not save empty page.

❓ General FAQ - How to add filter into the triggers?

To add filter into your triggers you need to select your desire flow. And double click on “Workflow Trigger/Trigger”. 2. Click on the + icon on the right si ...

❓ General FAQ - WT (How to create a full-screen background website)

Steps to create a full-screen background website Add a new section Remove all the existing elements if you are starting a new page. Then add a new section. Select the sec ...

❓ General FAQ - How to change form border by adding custom CSS?(Updated)

First, you need to click on Website from the left bar menu then click on Website. Now select website in which you want to add link. 2. To change the form border select ...

❓ General FAQ - How to change form name?

First, you need to click on Database go to forms option select form of which you want to change name. 2. Open form and click on save button. 3. From here you ca ...

❓ General FAQ - How to Customize The Meeting Link That You Can Share With Your Customers?

First, you need to click on Calendar from the left bar menu then click on the Booker option. 2. Select create New Booker. 3. Customize Meeting link from here. ...

❓ General FAQ - WT (How to add popup in intro page)

How the popup is working in intro page? You can update it for rest of pages please follow these steps: Open the page in editor having Select mobile view Click on the bu ...

❓ General FAQ - OV How to Create Product

❓ General FAQ - Conditional display on Form

Steps to apply conditional display on Forms For example, we have a form. Here we want to display the ‘Full Name’ filed based on the value of previous radio field &lsqu ...

❓ General FAQ - How to connect office 365 emails?

Steps to configure Microsoft 365 email Log in to your Microsoft 365 account. Go to the Admin Center and select the ‘Exchange’ option. Select the ‘Mail Flow&r ...

❓ General FAQ - WT (How to link a Nav Menu item to a specific location on the same page)

Steps to linking a Nav Menu item to a specific location on the same page Find the section’s id Please, select the concerned section and click on the style manager icon on ...

❓ General FAQ - WT (How to add Favicon to your website project)

Select your desire website project. Go to site settings which is on the top left of your bar. 3. Drag and drop your file here or upload from here.

❓ General FAQ - How can I transfer website from my main account to sub-account?

First, you need to click on Websites from the left bar menu then click on the Site Design option. Select website you want to copy. 2. Right click on website to copy web ...

❓ General FAQ - How to change System Menu Navigation Icon Name?

Select White label option from left side of menu than click on navigation option. Select edit option from here. Here I can edit contact with database. 2. Set new name h ...

❓ General FAQ - How to check Flow Recorded Messages?

Click on the Phone navigating on the left side.2. Select Voicemail from the top bar.3. Click on Flow Recorded Messages.

❓ General FAQ - How allow multiple invitees to schedule and attend the same meeting?

Go to the calendar section, click on "Meeting Invite Settings," then click on the "+" icon to add a calendar. 2. Check on Group session icon to allow multiple invitees to s ...

❓ General FAQ - How to create Label for conversation?

To add a label to a conversation, click on chats go to the setting from the dropdown menu, select the "Add Label" option. 2. A window will appear where you can type in ...

❓ General FAQ - How to create one time booking calendar link?

First, you have to click on Calendar from the left bar menu then click on Booker. 2. Go to Meeting Event Option then allow private Booker option . One time meeting link ...

❓ General FAQ - How to change form on calendar?

First, you need to click on Calendar from the left bar menu then click on the Bookers option. Go to edit Booker option. 2. From here you can change form. 3. Cli ...

❓ General FAQ - Example Document - How to…

💡 Create a new page and select Saved Response from the list of template options to automatically generate the format below. For email This is a good place to draft a generic ema ...

❓ General FAQ - How to add custom CSS to forms

Steps to add custom CSS Add a special class to your element For example, you want to set the background color of the email field. Please, navigate to the settings of that field. ...

❓ General FAQ - How to customize Booker page according to your choice?

Click on Calendar, Select the desire booker. 2. Select Public Booking Page Settings and chose Edit Booking Page. 3. From here you can able to customize your B ...