Accounts Overview
A resource to provide an overview of the Accounts section and to quickly provide hyperlinks to the support pages in this section.
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
Users
Chatbots and PlayMaker
Cloud Agents
Settings
My Settings
Chat Settings
Org Settings
Meetings
Email Settings
Integrations
Google Analytics Integration
Domo Integration
Slack Integration
Microsoft Teams Integration
Marketo
Eloqua Integration
Clearbit Integration
ZoomInfo Integration
Google Ads
Installation
High-Intent Pages
Signals Score
Email Query Strings
Global Routing
Admin Settings
