What are the different types of roles?

Note: You can always upgrade users. In order to downgrade, delete users and add again in the new role. 1. Admin : Admin is the second highest authority on the system (After account owner) can See all conversations ,contacts ,  users , chats,  reports , outbound setup. Can add/edit/delete users and contacts, have access to […]

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How to change passwords for users?

Note: Team reset password is open only for Account Owners & Admin. 1. Go to Team 2. Choose desired user > Perform Actions > Reset Password 3. Enter new password > Press Reset Password 4. Click Reset

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What are contacts?

Note: Only Admins and Data & Moderation Managers can access or upload contacts Contacts are all your client data: name, phone number, company name, email, gender, position, marital status and date of birth)

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What are the methods of adding your contacts?

Go to Contacts > Press the + button 1. Go to Contact page 2. Press add > add manually 1. Go to contact page 2. Press upload excel 3. Download template > fill it > save it on PC 4. Press upload > search file from PC 5. Add Labels to segment your uploaded contactsExample: […]

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