Accounts

Whitelist Domains

Installation - Manual Installation

Installation - Word Press

Installation - Google Tag Manager

Troubleshooting Installation

Zapier Integration

Salesforce

HubSpot

Buying Committees

Setting up ICP

Contacting Support, Submitting Feature Requests and Reporting Bugs

Column Definitions

Custom Views

Tabs and Default Views

Calendar Drop

Using Saved Replies in Chat

Insert a "Meet Now" Link

Adding Participants

Customizing Conversation Details

Organizing Chats

Live View

Availability Toggle

Conversation Review

Close and Delete Conversations

Allow Sound Notifications for New Messages

Funnel Chatbots

Conversational Content Chatbot

AI Chatbot

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 Tools

Bot Performance

Bot Settings

Sequence Management and Use Cases

Sequence Types and Features

Creating Sequences

Bot Emails

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

Visitor Dashboard

Lead Capture Dashboard

Agent Performance Dashboard

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 > Product Management > Accounts

11 articles

Accounts Tab

Support pages regarding actions within the Accounts subsection under the Accounts tab.

Company Segments

Support pages regarding the Segment subsection in the Accounts tab.

Accounts Alerts

Support pages regarding how to create, navigate and manage alerts regarding your Accounts' activity within your site.

Account Ownership

You can manage your account ownership Rules for Salesforce and hubspot.

Updated 4 months ago by Jenny Young

(opens in a new tab)