Installation (Settings)
Installation
See Installation for a full article walking you through the installation process.
Getting Started
Chatbots and PlayRunner
Admin Account Settings and SetUp
Setting Up Your Account Admin
Installation
Mapping custom fields to the CRM
Managing Regional Routing Rules
Account Ownership
Non-Admin User Settings and Navigation
Signals Overview
Contacting Support, Submitting Feature Requests and Reporting Bugs
Proof of Concept Roadmap
Allow Sound Notifications for New Messages
Product Management
Dashboard
Column Definitions
Filters and Saved Views
Tabs and Default Views
Automated Email Updates - Dashboard
Agent Chat
Text Bar Functions
Conversation Details Cards
Customizing Conversation Details
Contact Info
Saved Replies
Conversation Details
Recent Conversations
Notes
Conversation Tags Card
Segments Card
Activity History
Availability Card
Performance Card
Company Info
Account-Based Engagement Card
Organizing Chats
Other Chat Features
Chat Overview
Bot Management
Bots
Bot Types
Bot Skills
Bot Skills Overview
Managing Skills
Bot Builder View Options
Personalize Your Bot Messaging
Question Skill
Message Skill
Live Chat Skill
Calendar Invite Skill
Conditional Branching Skill
Email Capture Skill
Phone Capture Skill
Conversation Rating Skill
Conversation Goal Skill
Tag Conversation Skill
Conversation Status Skill
FAQ Skill
Set Lead Score Skill
Alert Agent Skill
Send Email Skill
Button Skill
Bot Finished Skill
Live Chat Routing Rules
Create Contact Skill
Bot Builder Features
Bots Tab
Using Chatbot Templates
Sequences
Performance
Emails
How to Build a Bot
Engagement
PlayRunner
PlayRunner Builder
Plays
Play Skills
Plays: Branching Skills
Plays: Fire Bot Skill
Plays: Send Email Skill
Plays: Contact Discovery Skill (Prospecting)
Plays: Alert Agent Skill
Plays: Integration Skills
How to Build a Play
Play Roster
PlayRunner Overview
Chatbots
Emails
Engagement Overview
Testing
Testing Overview
AB tests-editing sequences
Navigating the Testing Section
Creating a New Test
Test Report
Reporting
Contacts
Accounts
Accounts Tab
Accounts Overview
Add Accounts from CSV
Search and sort accounts
Account details page
Manual Contact Discovery
Company Segments
Accounts Alerts
ICP
Buying Committee
Users
Users
Teams
Managing your Signals Teams
Team Chat Availability
Creating a Team
Editing Teams
Team Page Settings
Search and sort teams
Why create teams?
Users Overview
Managing Users
Desktop Application
Bot Builder and PlayRunner Routing Criteria
Settings
My Settings
My Settings
Saved Replies
Company Profile
Chat Settings
Org Settings
Org Settings Overview
Meetings
Email Settings
Integrations
Integrations Overview
Integration Settings
Google Analytics
Domo Integration
Zapier Integration
Slack
Microsoft Teams
Salesforce
Marketo
HubSpot
Sendinblue
Eloqua Integration
Zendesk
HelpDocs
6Sense
Clearbit
ZoomInfo
Apollo
SalesReach
Google Ads
Installation
High-Intent Pages
Signals Score
Admin Settings
Recent Releases
