Getting Started
Installation
Whitelist Domains
Installation - Manual Installation
Installation - Word Press
Installation - Google Tag Manager
Troubleshooting Installation
CRM Integration
Zapier Integration
Salesforce
HubSpot
Buying Committees
Setting up ICP
Contacting Support, Submitting Feature Requests and Reporting Bugs
Product Management
Dashboard
Column Definitions
Custom Views
Tabs and Default Views
Agent Chat
Text Bar Functions
Calendar Drop
Using Saved Replies in Chat
Insert a "Meet Now" Link
Adding Participants
Conversation Details Cards
Customizing Conversation Details
Organizing Chats
Other Chat Features
Live View
Availability Toggle
Conversation Review
Close and Delete Conversations
Allow Sound Notifications for New Messages
Bot Management
Bots
Bot Types
Funnel Chatbots
Conversational Content Chatbot
AI Chatbot
Bot Skills
Managing Skills
Bot Builder View Options
Personalize Your Bot Messaging
Question Skill
Message Skill
Live Chat Skill
Calendar Invite Skill
Conditional Branching Skill
Email and Phone Capture Skills
Conversation Rating Skill
Conversation Goal Skill
Tag Conversation Skill
Conversation Status Skill
Set Lead Score Skill
Alert Agent Skill
Send Email Skill
Button Skill
Bot Finished Skill
Create Contact Skill
Bot Builder Features
Bot Builder Tools
Bot Performance
Bot Settings
Sequences
Sequence Management and Use Cases
Sequence Types and Features
Creating Sequences
Emails
Bot Emails
Engagement
PlayMaker
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
PlayMaker Overview and Builder
Reporting
Visitor Dashboard
Lead Capture Dashboard
Agent Performance Dashboard
Contacts
Managing Contacts
Navigating Contacts
View Contact Details
Contact Custom Fields
Custom Contact Fields
Accounts
Accounts Tab
Accounts Overview
Account Details Page
Manual Contact Discovery
Company Segments
Creating and Using Company Segments
Accounts Alerts
Creating and Using Alerts
Account Ownership
Users
Teams
Chatbots and PlayMaker
Mapping Custom Fields to the CRM
Managing Regional Routing Rules
Bot Activation Troubleshooting
Cloud Agents
Settings
My Settings
My Profile
My Calendar
OOO, Notifications/Updates, and MFA
Saved Replies
Managing Saved Replies
Company Profile
Chat Settings
Company Availability
Chatbot Appearance and Domains
Keyword Groups
Conversation Tags
Email Capture Settings
AI Content
Org Settings
Meetings
Meeting Types
Email Settings
Integrations
Google Analytics Integration
Domo Integration
Slack Integration
Microsoft Teams Integration
Marketo
Eloqua Integration
Clearbit Integration
ZoomInfo Integration
Google Ads
Installation Troubleshooting
High-Intent Pages
High-Intent and Blocked Pages
Signals Score
Email Query Strings
Global Routing
Admin Settings
Billing
Admin Security and Data Privacy
Audit Logs
Data Privacy
All Categories > Settings > Org Settings
16 articles
This section provides support while managing and using Meeting Types within the Calendar Drop feature
1 article by 1 author
This section provides support regarding configuring your Email Settings which allow you to send emails in your bot with the Send Email node
This section contains the support pages regarding ChatFunnels' out-of-the-box integrations with other products.
9 articles by 1 author
This section provides assistance while working installing your ChatFunnels code on your website.
This section provides support for defining your high-intent pages in ChatFunnels.
Email Query Strings... Go to app.getsignals.ai. 1. Introduction. Email Query Strings help you create contacts and track web activity when recipients of your third-party email campaigns click through…
Updated 9 hours ago by Zoe Ngan
Global Routing... This guide will walk you through configuring your Global Routing settings in Signals.. Go to app.getsignals.ai. 1. Introduction. Global Routing rules allows you determine who will b…
