Knowledge Base

After logging in, the left sidebar is your primary navigation hub. Here's how to find every feature and use the dashboard effectively.

Step 1 — Learn the Sidebar Sections

• Dashboard — Click here first to see your real-time overview of leads, revenue, appointments, and pipeline activity
• Conversations — Open your unified inbox for SMS, email, calls, social DMs, and chat. All messages in one place
• Contacts — Access your full CRM: all leads, clients, and smart lists. Click any contact to see their full history
• Calendars — View and manage your booking pages, availability, and upcoming appointments
• Opportunities — Open the Kanban-style pipeline view to track deals through stages
• Marketing — Launch email & SMS campaigns, schedule social posts, and manage templates
• Automations — Build and monitor workflows and automation triggers
• Sites — Create and edit funnels, websites, blogs, and chat widgets
• Memberships — Build courses, communities, and client portals
• Payments — Manage products, invoices, subscriptions, and transactions
• Reporting — View analytics and performance data across all channels
• AI Agents — Configure Conversation AI, Voice AI, Agent Studio, and your Knowledge Base
• Settings — Configure your account, integrations, team members, and phone numbers

Step 2 — Use Quick Search

Press ⌘K (Mac) or Ctrl+K (Windows) from anywhere in the platform to instantly jump to any feature, contact, or conversation without scrolling through the sidebar.

Complete these six steps before launching any campaigns or automations. Skipping any step can cause branding inconsistencies or deliverability issues.

The 6-Step Setup Checklist

1. Set your business profile: Go to Settings → Business Profile. Enter your business name, upload your logo, set your address, timezone, and currency. This information populates merge tags across the platform
2. Verify your email domain: Navigate to Settings → Email Services. Click "Add Domain," enter your domain name, then add the SPF, DKIM, and DMARC DNS records provided. Verification usually takes 5–30 minutes. This prevents your emails from landing in spam
3. Connect a phone number: Go to Settings → Phone Numbers → Buy Number. Search by area code, select a local or toll-free number, and complete A2P 10DLC registration if you're US-based (required for commercial SMS)
4. Add your team: Open Settings → Team Management → Add User. Enter their name and email, select their role (Admin or User), and configure which features they can access
5. Sync your calendar: Go to Settings → Integrations and connect your Google Calendar or Microsoft Outlook. This prevents double-bookings by checking your external availability
6. Set reply-to addresses: Under Settings → Email Settings, configure your default from name, from address, and reply-to address so all outgoing emails are branded to your business

Control what each team member can see and do by assigning the correct role and customizing their permissions.

Step 1 — Understand the Role Hierarchy

Step 2 — Assign a Role

1. Go to Settings → Team Management
2. Click Add User and enter their name and email
3. Select their role from the dropdown (Agency Admin, Agency User, Location Admin, or Location User)
4. Click Save — they'll receive an email invitation to set their password

Step 3 — Customize Permissions (Location Users)

1. After creating the user, click the Edit icon next to their name
2. Toggle on/off access to: Contacts, Opportunities, Campaigns, Workflows, Reporting, Payments, and more
3. Restrict which pipelines, calendars, or phone numbers this user can access
4. Enable or disable bulk actions (bulk delete, bulk tag, etc.) if you want to prevent accidental mass changes
5. Click Save Permissions

The Lead Connector mobile app (iOS & Android) gives you full CRM access from your phone. Follow these steps to get set up.

Step 1 — Download & Log In

1. Open the Apple App Store or Google Play Store on your phone
2. Search for "Lead Connector" and download the app
3. Open the app and log in with the same email and password you use for the desktop platform
4. If you have multiple sub-accounts, select the one you want to access

Step 2 — Enable Push Notifications

1. When prompted, tap Allow Notifications
2. If you missed the prompt: go to your phone's Settings → Lead Connector → Notifications → toggle on
3. You'll now receive alerts for: new leads, incoming messages, missed calls, appointment reminders, and review activity

What You Can Do in the App

• View and reply to all conversations (SMS, email, DMs) in real time
• Make and receive calls using your platform phone number
• Add and update contacts, notes, and tasks
• View and manage your calendar and appointments
• Move opportunities through pipeline stages with a tap
• Access and respond to Google reviews

Snapshots are complete account templates that bundle funnels, workflows, email/SMS sequences, pipelines, calendars, and custom fields — deployable with a single click. Here's how to load one.

Step-by-Step: Loading a Snapshot

1. From the agency dashboard, go to Agency Settings → Snapshots
2. Browse your available snapshots (custom-built or purchased from the marketplace)
3. Click the snapshot you want, then click Load into Sub-Account
4. Select the target sub-account from the dropdown
5. Choose which components to import (workflows, funnels, pipelines, etc.) — or select all
6. Click Confirm. Assets will populate the sub-account within 2–5 minutes

After Loading — Required Customization

1. Open each workflow and replace placeholder text (business name, phone number, URLs) with your actual info
2. Update funnel pages with your branding, images, and copy
3. Re-link calendars to your team's actual calendar connections
4. Verify all phone numbers and email domains are connected
5. Test each workflow by triggering it with a test contact before going live

Method 1 — Add a Single Contact Manually

1. Click Contacts in the left sidebar
2. Click the Add Contact button (top right)
3. Fill in name, email, phone, and any custom fields
4. Add tags for segmentation (e.g., "lead", "referral", "VIP")
5. Click Save — the contact is immediately available in your CRM

Method 2 — Bulk Import via CSV

1. Prepare your CSV file with columns for First Name, Last Name, Email, Phone, and any custom fields
2. Go to Contacts → Import (top-right dropdown)
3. Upload your CSV file
4. Map each CSV column to the matching platform field using the dropdown mapper
5. Choose whether to update existing contacts (matched by email or phone) or create new only
6. Click Start Import. You'll receive a notification when the import completes

Automatic Contact Creation (No Manual Entry Needed)

• Form submission — Contacts are auto-created when someone fills out any form on your funnels or website
• Workflow action — Use the "Create Contact" action in any workflow to generate contacts programmatically
• Integrations — Facebook Lead Ads, Google Lead Forms, Zapier, and API connections all create contacts automatically

Understanding the Contact Record

• Standard fields: Name, Email, Phone, Address, Date of Birth, Source, DND status
• Custom Fields: Unlimited — text, number, dropdown, checkbox, date, file upload (created in Settings → Custom Fields)
• Tags: Flat labels for segmentation and targeting
• Activity Log: Every email, SMS, call, note, and automation step is automatically logged

Smart Lists are dynamic, filter-based saved views of your contacts. They automatically update as contacts meet or stop meeting the criteria you set.

Step-by-Step: Creating a Smart List

1. Go to Contacts in the left sidebar
2. Click the filter icon (funnel icon at the top of the contacts list)
3. Add your first filter condition — e.g., Tag "is" → "interested"
4. Click + Add Filter to layer additional conditions (e.g., AND Date Created "is in the last" → "7 days")
5. Toggle between AND (all conditions must be true) and OR (any condition can be true)
6. Once your filtered list looks correct, click Save as Smart List
7. Name it something descriptive (e.g., "Hot Leads – 7 Days")
8. Access your saved Smart Lists anytime from the left sidebar under Contacts

Available Filter Options

• Tags (has/does not have), Contact type, Pipeline stage
• Last message date, Last activity date, Date created
• Custom field values, Source/Attribution
• DND status, Email/SMS subscription status
• Assigned user, Business name, Address/City/State

Pipelines give you a visual Kanban board to track deals through your sales process. Each opportunity (deal card) is tied to a contact and a monetary value.

Step-by-Step: Creating a Pipeline

1. Go to Opportunities in the left sidebar
2. Click Pipelines (top tab) → Add Pipeline
3. Name your pipeline (e.g., "Sales Pipeline" or "Onboarding Pipeline")
4. Add stages by clicking + Add Stage. Typical stages: New Lead → Contacted → Proposal Sent → Negotiation → Won
5. Set a win probability % for each stage (helps with revenue forecasting)
6. Click Save Pipeline

Step-by-Step: Adding an Opportunity

1. Open your pipeline view, then click + Add Opportunity in any stage column
2. Link it to an existing contact (search by name, email, or phone)
3. Enter the deal name, monetary value, and expected close date
4. Assign it to a team member (optional)
5. Click Save — the card appears in the stage column
6. Drag and drop cards between stages as deals progress

Automate Your Pipeline

• Trigger workflows when an opportunity moves to a new stage (e.g., send a contract when moved to "Proposal Sent")
• Auto-create opportunities from form submissions by adding a "Create Opportunity" action in your workflow
• Automatically notify team members when deals enter their assigned stage

How to Create & Apply Tags

1. To create tags in bulk: go to Settings → Tags → Add Tag
2. To tag on the fly: open any contact record, scroll to the Tags section, and type a new tag name — it's created and applied instantly
3. To bulk-tag: go to Contacts, select multiple contacts using the checkboxes, click Bulk Actions → Add Tag, select the tag, and apply
4. To auto-tag via automation: in any workflow, add an Add Tag action to automatically tag contacts based on their behavior (form submitted, appointment booked, etc.)

How to Create Custom Fields

1. Go to Settings → Custom Fields
2. Click Add Field
3. Choose the field type: Single line text, Multi-line, Dropdown (single/multi), Radio, Checkbox, Date, Number, Phone, Email, File upload, or Signature
4. Name the field (e.g., "Company Size", "Preferred Language", "Contract End Date")
5. Choose whether the field applies to Contacts, Opportunities, or both
6. Click Save — the field is now available on every contact record and in workflow conditions

How to Use Custom Fields in Messages

Insert any custom field into emails, SMS, or workflows using merge tags. The format is: . Find the exact merge tag by clicking the merge tag icon (curly brackets) in any message editor.

Step-by-Step: Running a Bulk Action

1. Go to Contacts
2. Use filters or a Smart List to narrow your selection
3. Click the checkbox at the top of the list to select all visible contacts, or check individual contacts
4. Click the Bulk Actions dropdown that appears
5. Choose your action:

• Add/Remove Tags — Apply or strip tags in bulk
• Add to Campaign or Workflow — Enroll selected contacts into an automation
• Export to CSV — Download the selected contacts as a spreadsheet
• Delete Contacts — Permanently remove (⚠️ irreversible)
• Change DND Status — Set Do Not Disturb per channel (SMS, Email, Calls, or All)
• Assign to User — Reassign contact ownership to a specific team member
• Merge Duplicates — Combine duplicate contact records

How to Add a Note to a Contact

1. Open a contact record by clicking their name in the Contacts list
2. Scroll to the Notes section (right panel)
3. Click Add Note, type your note, and click Save
4. Notes are visible to all team members with access to this contact
5. To auto-add notes via automation: add a "Create Note" action in any workflow

How to Create a Follow-Up Task

1. Open a contact record
2. Click the Tasks tab
3. Click Add Task
4. Enter the task title (e.g., "Follow up on proposal"), set the due date, and assign to a team member
5. Click Save — the task appears on the assigned user's task dashboard
6. When the task is marked as completed, you can trigger a follow-up workflow automatically

Viewing the Activity Timeline

Every contact record has a full chronological timeline showing every email sent/received, SMS, call, form submission, appointment, note, task, and workflow action — so you never lose context on where a lead stands.

The Conversations inbox aggregates all communication channels into a single view.

Step 1 — Open and Filter Your Inbox

1. Click Conversations in the left sidebar
2. Use the top filters to view by channel: SMS, Email, Facebook, Instagram, WhatsApp, Live Chat, or All
3. Filter further by: Assigned User, Unread, Starred, or Open/Resolved status
4. Click any conversation thread to open the full message history with that contact

Step 2 — Reply to a Message

1. Select the conversation thread
2. Choose the reply channel from the dropdown at the bottom
3. Type your message. Attach images, files, emojis, or voice notes as needed
4. Click Send or schedule for a future time

Supported Channels

• SMS & MMS (via Lead Connector or Twilio numbers)
• Email (send/receive directly in the inbox)
• Phone Calls (click to call, log inbound calls)
• Facebook Messenger, Instagram DMs, WhatsApp
• Live Chat / Web Chat Widget
• Google Business Messages

Step 1 — Buy a Phone Number

1. Go to Settings → Phone Numbers → Buy Number
2. Search by area code to find a local number, or select a toll-free number
3. Click Buy to activate the number on your account

Step 2 — Register for A2P 10DLC (US Businesses Only)

1. Go to Settings → Phone Numbers → Compliance
2. Click Register Brand and enter your business details (EIN, legal name, website)
3. After brand approval (1–3 days), click Register Campaign
4. Submit for carrier approval (1–5 business days)

Option A — Use the Built-In Email Service (Fastest)

1. Go to Settings → Email Services
2. Click Add Sending Domain and enter your domain
3. Copy the SPF, DKIM, and DMARC DNS records provided
4. Add these records in your domain registrar
5. Return to the platform and click Verify

Option B — Connect Gmail or Outlook for Two-Way Email

1. Go to Settings → Email Services → Personal Email
2. Click Connect Gmail or Connect Outlook
3. Complete the OAuth authorization flow

Option C — Custom SMTP Provider

1. Go to Settings → Email Services → Custom SMTP
2. Enter your SMTP host, port, username, and password
3. Configure IMAP settings if you want inbound email too
4. Send a test email to confirm deliverability

How to Make an Outbound Call

1. Open any contact record or conversation thread
2. Click the phone icon to initiate a call
3. The call connects through your platform phone number
4. After the call, the recording and duration are logged in the contact's activity timeline

How to Enable Call Recording

1. Go to Settings → Phone Numbers
2. Click the Edit icon next to the number
3. Toggle Call Recording to ON

How to Set Up an IVR Phone Menu

1. Go to Settings → Phone Numbers → IVR / Call Flow
2. Record or type your greeting message
3. Map each key press to an action: forward to a user, send to voicemail, or trigger a workflow
4. Save and test by calling your number

How to Use the Power Dialer

1. Go to Conversations → Dialer
2. Upload a contact list or select a Smart List
3. Click Start Dialing — the system automatically dials the next contact after each call

Step-by-Step Setup

1. Go to Sites → Chat Widgets → Add Widget
2. Name your widget and customize: brand color, position, greeting message, logo, and agent avatar
3. Choose the mode: Live Chat only, Bot only, or Bot + Escalate to Human
4. Click Save to generate your embed code
5. Copy the embed code snippet
6. Paste the code just before the closing </body> tag on your website
7. For platform-hosted funnels/websites: go to the funnel settings and select your chat widget from the dropdown

Step-by-Step: Building & Sending a Campaign

1. Go to Marketing → Email Campaigns and click Create Campaign
2. Name your campaign (internal reference only)
3. Choose a saved template or click Start from Scratch
4. Build your email using blocks: drag in Text, Image, Button, Divider, Social Links, or Custom HTML
5. Personalize with merge tags — click the { } icon
6. Set your Subject Line, Preview Text, and From Name/Address
7. Click Next to select your audience
8. Choose Send Now or Schedule
9. Click Send Test Email to preview first
10. Click Launch Campaign

Step-by-Step

1. Go to Marketing → SMS Campaigns
2. Click Create Campaign and name it
3. Write your message. Keep it under 160 characters to avoid multi-part billing
4. Personalize: "Hi {{contact.first_name}}, …"
5. Always include opt-out language: "Reply STOP to unsubscribe"
6. Select your audience: Smart List or Tag filter
7. Schedule your send between 9am–8pm in the contact's local time
8. Click Send

Step 1 — Connect Your Social Accounts

1. Go to Marketing → Social Planner → Connect
2. Click the platform you want to connect
3. Authorize via OAuth

Step 2 — Create & Schedule a Post

1. Click Create Post
2. Select which platforms to post to
3. Write your caption. Click the AI icon for AI-generated suggestions
4. Attach an image or video
5. Choose Post Now, Schedule, or set as Recurring
6. Click Publish or Schedule

Creating an Email Template

1. Go to Marketing → Templates → Email
2. Click Create Template
3. Choose "Start from Scratch" or select a pre-built layout
4. Design your template using the drag-and-drop editor
5. Add merge tags for personalization
6. Name your template descriptively
7. Click Save

Creating an SMS Template

1. Go to Marketing → Templates → SMS
2. Click Create Template
3. Write your message with merge tags
4. Name and save

Step-by-Step Setup

1. Go to Marketing → Affiliate Manager
2. Click Enable Affiliate Program
3. Set your default commission structure
4. Create your first campaign: link it to a specific product or funnel
5. Click Add Affiliate to add partners
6. Affiliates can log into their portal to track clicks, conversions, and commissions

Step-by-Step: Creating a Funnel

1. Go to Sites → Funnels and click Add Funnel
2. Choose Start from Scratch, select a template, or use Build with AI
3. Name your funnel and click Create
4. Add funnel steps by clicking + Add Step

• Opt-in Page — Capture email/phone
• Sales Page — Present your offer
• Order Form — Accept payments
• Upsell / Downsell — One-click post-purchase add-ons
• Thank You Page — Post-conversion confirmation
• Booking Page — Embed your calendar
• Survey / Quiz — Lead qualification

Website vs Funnel — When to Use Which

• Website — Multi-page, persistent navigation, ideal for company sites
• Funnel — Single-purpose flow, no navigation, ideal for campaigns

Step-by-Step: Creating a Website

1. Go to Sites → Websites → Create Website
2. Choose a template or start from scratch
3. Set your Global Header and Global Footer
4. Add pages: Home, About, Services, Contact, Blog, etc.
5. Edit each page using the drag-and-drop editor
6. Set per-page SEO settings
7. Connect your custom domain
8. Click Publish

Step-by-Step: Building a Form

1. Go to Sites → Forms and click Add Form
2. Name your form
3. Drag in fields: Name, Email, Phone, Text, Dropdown, Checkbox, Date, File Upload, Signature, Rating, Payment
4. Configure submission behavior: redirect to a URL or show an inline thank-you message
5. Under Form Settings → Workflow Trigger, select a workflow to fire on every submission
6. Click Save

Sticky Contact Feature

Enable Sticky Contact in form settings to auto-fill known fields if a returning visitor's browser cookie is detected.

Step-by-Step

1. Go to Settings → Domains → Add Domain
2. Enter your domain name
3. The platform provides a CNAME record value. Copy it
4. Log in to your domain registrar
5. Navigate to DNS Management
6. Add a new CNAME record
7. Save the DNS record. Wait 5–60 minutes for propagation
8. Return to the platform and click Verify Domain
9. SSL is automatically provisioned

Step-by-Step

1. Go to Sites → Websites and open the website where your blog lives
2. Click Blog → Add Post
3. Enter your post title and write content using the rich text editor
4. Set your SEO fields: Title Tag, Meta Description, Focus Keyword, and URL Slug
5. Upload a Featured Image
6. Assign Categories and Tags
7. Select an Author Profile
8. Choose Publish Now or Schedule
9. Use the AI icon in the editor to generate outlines, headlines, or full article drafts

Step 1 — Create the Workflow

1. Go to Automation → Workflows and click Create Workflow
2. Choose Start from Scratch, use a pre-built template, or click the AI button
3. Name your workflow descriptively

Step 2 — Add a Trigger (What Starts It)

• Contact Created, Tag Added/Removed, Form Submitted, Survey Submitted
• Appointment Booked / Cancelled / No-Show
• Opportunity Stage Changed, Pipeline Status Changed
• Email Opened / Clicked / Replied, SMS Replied, Call Status
• Payment Received, Product Purchased, Subscription Created/Cancelled
• Facebook Lead Ad Submitted, Instagram DM Received
• Custom Webhook Received, Date/Time Trigger

Step 3 — Add Actions (What It Does)

• Send Email / SMS / Voicemail Drop / Facebook Message / DM
• Add/Remove Tags, Update Contact Field, Add to Campaign
• Create/Update Opportunity, Move Pipeline Stage
• Book Appointment, Assign to User, Create Task/Note
• Wait (time delay), If/Else Branch, Go To (loop), End Workflow
• Send Webhook, Run Another Workflow, Invoke AI Agent

Step 4 — Test & Publish

1. Add a test contact to the workflow by clicking Test Workflow
2. Monitor the test contact's progress through each step
3. When satisfied, toggle from Draft to Published

Step-by-Step: Adding a Conditional Branch

1. Inside your workflow, click + to add a new action
2. Select If/Else from the action list
3. Configure the IF condition
4. The workflow now splits: Yes path and No path
5. Add actions under each path independently

Branch Types Available

• If/Else — Two paths based on one condition
• Multi-Branch (Switch) — Multiple paths for different values
• Wait for Event — Pauses until a specific event occurs
• Random Split — Splits contacts into random groups for A/B testing

Describe what you want your automation to do in plain English, and Workflow AI will scaffold the entire workflow for you.

Step-by-Step

1. Go to Automation → Workflows → Create Workflow
2. Click the AI icon or select "Build with AI"
3. Type your automation goal in the text box
4. Click Generate. AI builds the trigger, actions, wait steps, and conditions
5. Review every step of the generated workflow
6. Test the workflow with a test contact
7. Toggle to Published when ready

Step-by-Step

1. Create a new workflow
2. Set your entry trigger — e.g., "Form Submitted" or "Tag Added: new-lead"
3. Add a Send Email action with your first nurture message
4. Add a Wait action — set the delay
5. Add your second Send Email or Send SMS action
6. Repeat steps 4–5 for each message in your sequence
7. Critical: Add an If/Else Branch after each wait step to check whether the contact has already converted
8. Test with a test contact, then publish

Sending Data OUT (Platform → External Tool)

1. Open or create a workflow
2. Add a Send Webhook action
3. Enter the destination URL
4. Set the method and headers
5. Map the body fields
6. Save and test

Pre-Built Integrations (No Webhook Required)

• Stripe, PayPal — payment processing
• Facebook Ads, Google Ads — lead forms and tracking
• Google Analytics, Meta Pixel — conversion tracking
• Shopify, WooCommerce — e-commerce events
• Zoom, Google Meet — appointment conferencing links
• Zapier (6000+ apps), Make (Integromat) — no-code connectors

Step 1 — Choose Your Calendar Type

Step 2 — Configure Settings

1. Set your availability hours
2. Set buffer time before and after appointments
3. Set minimum booking notice
4. Choose appointment duration
5. Sync with Google Calendar or Outlook
6. Customize the booking form
7. Set up confirmation and reminder messages

Step-by-Step: Build the Reminder Workflow

1. Create a new workflow triggered by Appointment Booked
2. Add Send Email: instant confirmation
3. Add Wait: wait until 48 hours before appointment
4. Add Send SMS: "Your appointment is in 2 days"
5. Add Wait: wait until 1 hour before appointment
6. Add Send SMS: "Starting in 1 hour!"

Method 1 — Direct Link

1. Go to Calendars, click the calendar
2. Copy the Booking URL
3. Paste it in emails, SMS, or social media bios

Method 2 — Embed on Your Website

1. Copy the iframe snippet from calendar settings
2. Paste it into your website HTML

Method 3 — Add to a Funnel Step

1. Open your funnel in the editor
2. Drag a Calendar element onto the page
3. Select your calendar from the dropdown

Step-by-Step

1. Go to Settings → Integrations
2. Click Zoom or Google Meet and authorize via OAuth
3. Open Calendars and edit the calendar
4. Under Meeting Location, select "Zoom" or "Google Meet"
5. Save the calendar
6. Every booking now automatically generates a unique meeting link

In any reminder, insert to include the correct meeting link.

Connecting Stripe

1. Go to Payments → Settings
2. Click Connect with Stripe
3. Complete Stripe's OAuth authorization flow

Payment Types You Can Accept

• One-time purchases
• Recurring subscriptions
• Payment plans
• Free trials with auto-billing
• Invoice payments

Step-by-Step

1. Go to Payments → Products → New Product
2. Enter the product name, description, and upload an image
3. Choose the pricing type: One-time, Recurring, Free Trial, or Payment Plan
4. Set the price, currency, and SKU
5. Configure tax settings
6. If selling a course: under Fulfillment, select which course to grant access to
7. Click Save Product

Creating & Sending an Invoice

1. Go to Payments → Invoices → Create Invoice
2. Select or create the contact to invoice
3. Add line items
4. Set the due date and add notes
5. Click Send

Creating a Standalone Payment Link

1. Go to Payments → Payment Links → Create Link
2. Select the product or enter a custom amount
3. Copy the generated link
4. Share via any channel — no funnel required

Viewing & Managing Subscriptions

1. Go to Payments → Subscriptions
2. View all subscriptions by status: Active, Paused, Cancelled, Past Due
3. Click any subscription to: cancel, pause, update payment method, or change plan

Automating Subscription Events

• Subscription Created → Send welcome email + grant membership access
• Payment Failed → Send dunning email
• Trial Ending → Send reminder
• Subscription Cancelled → Trigger win-back sequence + revoke access

Step-by-Step

1. Open your funnel in Sites → Funnels
2. Add a new step and select Order Form
3. Click the order form element to configure: select products, choose fields
4. Enable 2-Step Order Form for higher conversion
5. To add an Order Bump: add a product at a discounted price
6. To add a One-Click Upsell: add an "Upsell" step after the order form
7. Connect a workflow trigger: "Payment Received"

Step 1 — Connect Google Business Profile

1. Go to Settings → Integrations → Google My Business
2. Authorize your Google account

Step 2 — Send a Review Request

1. Go to Reputation → Send Review Request
2. Select a contact
3. Choose SMS or Email delivery
4. Click Send

Step 3 — Automate Review Requests

1. Create a workflow triggered by Appointment Completed or Invoice Paid
2. Add a Wait action (e.g., 30 minutes)
3. Add a Send Review Request action

Step 4 — Enable Reviews AI for Auto-Responses

1. Go to Reputation → Settings → Enable Reviews AI
2. Set your response tone
3. New reviews now trigger AI-generated draft responses

Step-by-Step

1. Go to Reputation → Widgets
2. Click Create Widget
3. Customize the widget style
4. Copy the embed code
5. Paste it into your website HTML
6. The widget automatically updates as new reviews come in

A review funnel asks customers to rate their experience internally first. Happy customers go to Google; unhappy ones get a private feedback form.

Step-by-Step Build

1. Create a Survey with a single rating field
2. Create a workflow triggered by Survey Submitted
3. Add an If/Else Branch: "Survey Rating" ≥ 4
4. Yes path (4–5 stars): Send your Google Review link
5. No path (1–3 stars): Send an internal feedback form link
6. On the No path, also add an internal notification to alert your support team

Step 1 — Create the Bot

• Guided Form Bot — No-code setup
• Prompt-Based Bot — Custom system prompt for full control
• Flow-Based Builder — Drag-and-drop visual canvas

Step 2 — Set the Mode

1. OFF — Inactive. Training and testing only
2. Suggestive — AI drafts for human review
3. Auto-Pilot — AI responds automatically

Step 3 — Enable Channels

Toggle on the channels: SMS, Webchat, Facebook Messenger, Instagram DM, WhatsApp, Email.

Step 4 — Attach a Knowledge Base

Your bot is only as good as the information it has. Create a KB with your FAQs, pricing, and policies.

Step-by-Step

1. Go to AI Agents → Knowledge Base → Create Knowledge Base
2. Name it
3. Add content:

• Rich Text — Write or paste content directly
• File Upload — Upload PDF, DOCX, PPT, or TXT
• URL / Website — Crawl and index pages
• Q&A Pairs — Specific question-answer pairs (highest accuracy)
• Tables (CSV/TSV) — Upload structured data

Content Writing Best Practices

• Break content into focused, topic-specific sections
• One main subject per document/section
• Start with the direct answer, then provide details
• Use Q&A pairs for your top 20 most-asked questions

Step-by-Step Setup

1. Go to AI Agents → Voice AI → Create Agent
2. Name your agent and write the greeting message
3. Configure objectives: answer FAQs, collect lead info, book appointments
4. Attach a Knowledge Base
5. Assign a Lead Connector phone number
6. Set transfer conditions
7. Enable follow-up SMS
8. Test by calling the assigned number

What Voice AI Can Do

• Answer calls 24/7 with a natural AI voice
• Collect lead information
• Check calendar availability and book appointments
• Transfer calls to human agents when needed
• Trigger workflows based on call outcomes

Agent Studio is the visual builder for complex multi-step AI agents.

Available Nodes

• LLM Node — Configure AI prompt and model parameters
• MCP Tool Node — Connect external tools via Model Context Protocol
• API Tool Node — Call any third-party API endpoint
• Knowledge Base Node — Query your Knowledge Bases
• Web Search Node — Retrieve live internet information
• AI Router Node — Route based on detected user intent

Version Control

Agent Studio uses a Draft → Staging → Production pipeline. Version history lets you roll back if needed.

Step-by-Step

1. Go to Reputation → Settings
2. Toggle Enable Reviews AI to ON
3. Set your preferred response tone
4. Choose the mode: Draft for Review or Auto-Publish
5. Save settings

Look for the AI icon inside any text editor across the platform.

What It Can Generate

• Email subject lines, preheaders, and full email body copy
• SMS messages tailored to your offer
• Social media captions
• Blog post outlines and full article drafts
• Ad copy and funnel page headlines

Step-by-Step

1. Go to Sites → Funnels → Create Funnel
2. Select "Build with AI"
3. Describe your business, target audience, and funnel goal
4. Click Generate
5. Review each generated page
6. Customize: replace placeholder images, refine copy
7. Connect your calendar and payment integrations
8. Publish

Step-by-Step

1. Go to Memberships → Courses → New Product
2. Name your course and add a description
3. Create subcategories (modules/sections)
4. Inside each subcategory, click Add Post to create lessons
5. For each lesson: add video, text, downloadable files, or audio
6. Add quizzes, assignments, or assessments

How to Control Access

• Grant access manually from a contact record
• Auto-grant via product purchase
• Auto-grant via workflow action
• Set access expiration dates

Step-by-Step

1. Go to Memberships → Communities → Create Group
2. Name your community and add branding
3. Create channels: General, Announcements, Resources, Q&A, etc.
4. Set channel permissions
5. Configure gamification: leaderboards, badges
6. Connect a custom domain
7. Invite members

Step-by-Step

1. Go to Memberships → Portal Settings
2. Upload your logo and set brand colors
3. Connect a custom domain
4. Customize the login page
5. Configure navigation

What Members See

• A branded portal with all their purchased courses and communities
• Progress tracking (completion % per course)
• Mobile-responsive — accessible from any device

Step-by-Step

1. Open the course
2. Go to the Certificates tab
3. Enable certificates and design yours
4. Set the completion threshold
5. Save. Students who reach the threshold will see a download link

Step-by-Step

1. Click Dashboard in the left sidebar
2. Set your date range
3. Review each widget: New Contacts, Appointments, Calls, SMS/Email, Pipeline, Revenue, Conversion Rate, Reviews
4. Click Compare to overlay the previous period and spot trends

Step 1 — Add UTM Parameters

Append UTMs to destination URLs. Example: yourfunnel.com?utm_source=facebook&utm_medium=paid&utm_campaign=june_promo

Step 2 — View Attribution Reports

1. Go to Reporting → Attribution Report
2. View which sources generate the most leads and revenue
3. Toggle between attribution models

Step-by-Step

1. Go to Reporting → Call Reporting
2. Set the date range and filters
3. Review: total calls, average duration, inbound vs outbound, missed call rate, recordings
4. Use per-user breakdown to evaluate team performance

Step-by-Step

1. Go to Marketing → Email Campaigns
2. Click the campaign to analyze
3. View: Sent/Delivered/Bounced, Open Rate, Click Rate, CTOR, Unsubscribe Rate, Per-Link Clicks

Benchmark Targets

Available Native Integrations

• Google — Calendar sync, Analytics, Ads, My Business
• Facebook/Meta — Lead Forms, Messenger, Instagram, Pixel
• Stripe / PayPal — Payment processing
• Zoom / Google Meet — Auto-generate conference links
• QuickBooks — Sync invoices and payments
• WordPress — Embed forms, chat widgets on WP sites
• Shopify — Trigger workflows from Shopify events

No-Code Platforms (Connect to 6000+ Apps)

• Zapier — Triggers and actions
• Make (Integromat) — Multi-step automations

Getting Your API Key

1. Go to Settings → API Keys
2. Click Generate API Key
3. Copy the Personal Integration Token (PIT)
4. Store the key securely

Common API Operations

• Create, update, delete, and search Contacts
• Create and update Opportunities
• Add/remove Tags, update Custom Fields
• Trigger Workflows, send Messages
• Manage Calendars and Appointments

Step-by-Step

1. Go to Settings → Custom Values
2. Click Add Value
3. Enter a name and value
4. Click Save. The merge tag is generated automatically
5. Use this merge tag in any email, SMS, workflow, or funnel page

Step-by-Step

1. Go to Settings → Labs
2. Browse the list of available beta features
3. Toggle ON any feature you want to try
4. The feature activates immediately