Add a product or service
- Add a product in the catalog or a service in the calendar’s schedule settings.
- Enter the name and price; add the duration for a service.
- Save and find the item in the list.
The product or service appears in its list.
Help
Short guides to setup and everyday use.
Connecting channels
- Open channel settings.
- Choose a service and follow the setup steps.
- Send a message to the connected channel and find it in the inbox.
The test message appears in the inbox.
Check your first reply
- Add current rules to the knowledge base.
- Open an inbox conversation with a question.
- Prepare a reply using the knowledge base.
- Check the facts against the source before sending.
A draft appears in the conversation; sending is a separate action.
Create material
- Open Content and choose a format.
- Describe the topic, facts and format.
- Choose an available model and check the price and balance.
- Create the material and review the result.
Your material is in the library.
Payments and billing
- Choose the tools and billing period in payment settings.
- Check the total, limits, country and payment terms.
- Pay with an available method and return to your workspace.
- Check payment status and access to the tools.
Payment is confirmed in the workspace; the selected tools are accessible.
Create a support request
- Open a new request and choose its category and priority.
- Enter a subject, what happened and how to reproduce it.
- Create the request and open its history.
The request appears in the list and its history is available.