Getting Started

Whitelist Domains

Installation - Manual Installation

Installation - Word Press

Installation - Google Tag Manager

Troubleshooting Installation

Zapier Integration

Salesforce

HubSpot

Buying Committees

Setting up ICP

Setting Up Your Account Admin

Contacting Support, Submitting Feature Requests and Reporting Bugs

Column Definitions

Filters and Saved Views

Tabs and Default Views

Automated Email Updates - Dashboard

Calendar Drop

Using Saved Replies in Chat

Insert a "Meet Now" Link

Adding Participants

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

Default Views

Search and Review

Customizing Conversation Views

Live View

Availability Toggle

Conversation Review

Close and Delete Conversations

Allow Sound Notifications for New Messages

Chat Overview

Concierge Chatbot

ABE Live Chat

Live Chat Bot

Funnel Chatbots

Conversational Content Chatbot

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 Tools

Funnel Bot Performance

Funnel Bot Settings

Bots Tab

Using Chatbot Templates

Sequences Overview

Sequence Management

Sequence Types

Creating Sequences

Sequence Features

Performance

Bot Emails

How to Build a Bot

PlayRunner Builder

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 Dashboard

Chatbot Roster

Email Dashboard

Email Roster

Engagement Overview

Testing Overview

AB tests-editing sequences

Navigating the Testing Section

Creating a New Test

Test Report

Conversation Dashboard

Agent Performance Report

ROI Reporting

Contacts Overview

Navigating Contacts

Contacts Tool Bar

View Contact Details

Custom Contact Fields

Accounts Overview

Add Accounts from CSV

Search and sort accounts

Account details page

Manual Contact Discovery

Using Company Segments

Creating a New Segment

Enabling, Disabling, and Deleting Alerts

Creating a New Alert

Editing Alerts

Account Ownership

Invite Users

User Roles

Editing User Roles

Search and Sort Users

Out of Office Settings

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

Navigating Your Account

Setting Up Your Account Non-Admin

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

My Settings-Profile

Editing Personal Info

Editing Social Media Links

Public Profile Link

My Calendar

Notifications

Email Updates

Security

Relinking your calendar

Managing Saved Replies

Company Profile

Chat Settings - Company Availability

Appearance

Domains

Auto-Close Conversations

Creating a new keyword group

Using keywords in question skills

Managing keyword groups

Conversation Tags

FAQs

FAQ Dashboard

Missed Topics

Email Capture Settings

Org Settings Overview

Meeting Types

Email Settings

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 Troubleshooting

Installation (Settings)

High-Intent Pages

Signals Score

Billing

Admin Security

Audit Logs

Data Privacy

All Categories > Getting Started

12 articles

Installation

5 articles by 2 authors

CRM Integration

3 articles by 1 author

Buying Committees

Learn how to set up your Buying Committees. Note : ICP must be set up before a buying committee persona can be created.

Updated 4 weeks ago

Setting up ICP

Set up your ICP to know what of your target accounts, or visitors who match your ideal customer profile. This creates a unique segment that you can also create unique plays for.

Updated 2 years ago

Setting Up Your Account Admin

Skipped through the setup modal when you first logged in? That's ok, we did that too. This article will walk you through all the needed set up to get you up and running asap!

Updated 3 weeks ago

Contacting Support, Submitting Feature Requests and Reporting Bugs

This is a resource to provide you instructions on how to contact customer support, report a feature request or report a bug

Updated 2 years ago

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