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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

Organizing Chats

Other Chat Features

Live View

Availability Toggle

Conversation Review

Close and Delete Conversations

Allow Sound Notifications for New Messages

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

Users

Teams

Cloud Agents

Settings

My Settings

My Settings

My Profile

My Calendar

OOO, Notifications/Updates, and MFA

Saved Replies

Managing Saved Replies

Company Profile

Company Profile

Chat Settings

Chat Settings

Company Availability

Chatbot Appearance and Domains

Keyword Groups

Conversation Tags

Email Capture Settings

AI Content

Org Settings

Meetings

Meeting Types

Email Settings

Email Settings

Integrations

Google Analytics Integration

Domo Integration

Slack Integration

Microsoft Teams Integration

Marketo

Eloqua Integration

Clearbit Integration

ZoomInfo Integration

Google Ads

Installation

Installation Troubleshooting

High-Intent Pages

High-Intent and Blocked Pages

Signals Score

Signals Score

Email Query Strings

Global Routing

Admin Settings

Billing

Admin Security and Data Privacy

Audit Logs

Data Privacy

All Categories ​>​ ​Settings

Settings

31 articles

My Settings

Support pages to help you while working within the My Settings section of the Settings cog, including all of the sections within the My Settings, Saved Replies and Company Profile

5 articles by 1 author

Chat Settings

Support pages to help you while working within the Chat Settings section of the Settings cog, including all of the sections within the Chat Settings, Keyword Groups, Conversation Tags, Email Capture Settings, Installation and FAQ Management tabs.

6 articles by 1 author

Org Settings

Support pages to help you while working within the Org Settings section of the Settings cog, including managing Teams, Message Types and Integrations

16 articles by 1 author

Admin Settings

Support pages to help you while working within the Admin Settings section of the Settings cog

4 articles by 1 author

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