Getting Started
Installation
Whitelist Domains
Installation - Manual Installation
Installation - Word Press
Installation - Google Tag Manager
Troubleshooting Installation
CRM Integration
Buying Committees
Setting up ICP
Contacting Support, Submitting Feature Requests and Reporting Bugs
Product Management
Dashboard
Agent Chat
Text Bar Functions
Conversation Details Cards
Organizing Chats
Other Chat Features
Allow Sound Notifications for New Messages
Bot Management
Bots
Bot Types
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
Sequences
Emails
Engagement
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
Account Ownership
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
Non-admin User Settings and Navigation
Chatbots and PlayMaker
Mapping custom fields to the CRM
Managing Regional Routing Rules
Launching a Bot in PlayRunner
Turning off a chatbot
Bot activation troubleshooting
Signals Overview
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
Slack
Microsoft Teams
Marketo
Sendinblue
Eloqua Integration
Zendesk
HelpDocs
6Sense
Clearbit
ZoomInfo
Apollo
SalesReach
Google Ads
Installation
High-Intent Pages
Signals Score
Admin Settings
