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Knowledge Base
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Step-by-step guides, video tutorials, and answers to your most common questions — all in one place.”
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Effortlessly Add, Edit and Manage Client Profiles
1 ARTICLE
CRM & Automation
1 ARTICLE
AI Voice Agent Setup
1 ARTICLE
Booking & Calendar
1 ARTICLE
Ads Manager
1 ARTICLE
Messenger & Chatbot
1 ARTICLE
Reports & Analytics
1 ARTICLE
Integrations
1 ARTICLE
Getting Started
1 ARTICLE
WordPress
How To Install and Configure The Plugin For WordPress
How to Enhance Your WordPress Hosting Experience with LC Plugin 2.0 Integration
Domain Management for WordPress Hosting
WordPress Infra Migration
Getting Started with WordPress | Client-side setup guide
WordPress Plugin and Theme Management
Accessing Staging Environments in WordPress
Funnels on WordPress Websites
How to Use SFTP to Connect to Your WordPress Site
How To Add a Chat Widget to a WordPress Site
How To Point A Domain or Sub-Domain To WordPress
17 ARTICLES
Dashboard
Quick Filters on Dashboards
How to Create a New Dashboard Using Templates
Subaccount Dashboard and Reporting: Payment Insights and Widgets
Conversation Widgets in the Dashboard
How to Use Call Tracking Widgets in Dashboard
Customising The Dashboard
Contacts Widgets In The Dashboard
Understanding Dashboard Widgets
Dashboard Exports and Datapoints
Timezone Switcher on Dashboards
General Widgets in the Dashboard
Dashboard: Visitor Data Widgets
How to Change and Customize your Dashboard Themes
- Articles coming soon
How to Change and Customise your Dashboard Themes
How To Use The Lead Connector Dashboard
Default dashboard
Dashboard Widgets and Permissions
16 ARTICLES
Reputation Management and Reviews
WhatsApp & Text Message Contact GBP
Google Business Profile Optimisation Tool
Listings for Food & HealthCare Add-ons
Online Listings: The Suggestions Tab
How to Send Review Requests
Online Listings: Profile Progress Tracker & Profile Health Score
Reputation Management: Multiple Facebook Page Integration for Reviews
Multiple Review Platform Integration
How to Report a Google Review and Check the Progress of Your Dispute
Review Spam Detection
How to Add Messaging to Your GMB Listing & Set Up Communication Notifications
QR Code Generator for Reviews
How to Create and Customize QR Codes
- Articles coming soon
How to Create and Customise QR Codes
How to Create and Customise Your Review Widget
Reputation Dashboard Overview - 101
Reputation Management : Settings
101 Guide: How To Use Online Listings
17 ARTICLES
Mailgun
Setting Up Replies in Mailgun
Connecting Mailgun to Your DNS Manager
Error Codes Library - Mailgun
How to Change Unsubscribe Settings in Mailgun
4 ARTICLES
Opportunities
How to import Opportunities using a single CSV file
How To Restore Deleted Opportunities
Custom Fields for Opportunities
How to Manage Opportunities
Opportunities Overview: A 101 Guide
How to Create and Edit Pipelines
7 ARTICLES
Email Campaigns
A Guide to Pre-Configured Contact Segments for Targeted Email Campaigns
How to add UTM Parameters in Email Builder
Email Marketing Campaigns: Support for YouTube Shorts
How to Verify Email Addresses for Email Campaigns
How to Improve Email Deliverability
Adjusting Appearance and Styling within the Email Builder
7 ARTICLES
Workflow Triggers
Articles coming soon
Affiliate
Articles coming soon
Brand Boards
Articles coming soon
1000 FAQ's
Articles coming soon
Forms
Articles coming soon
Conversations
Articles coming soon
Twilio
Articles coming soon
Troubleshooting
Articles coming soon
Quizzes
Articles coming soon
Reporting
Articles coming soon
Communities
Articles coming soon
Workflow Actions
Workflow Action: Send Recurring Invoice
Workflow Action: Send Documents & Contracts
Workflow Action: Find Contact
Workflow Action: Create Appointment Note
Workflow Action: Book Appointment
Workflow Action: Add to Affiliate Manager
WhatsApp: Customer Service Window Check
Workflow Action: Add Contact Tag
WhatsApp Automation Recipes in Workflows
Workflow Action: Remove Contact Tag
Workflow Action: Add To Google Analytics
Workflow Action: Log External Call
Workflow Action: Add Manual Sales for an Affiliate
Workflow action: End IVR Call
Workflow Action: Add Leads Under an Affiliate
Workflow Action: Facebook Interactive Messenger
Workflow Action: Remove Contact Follower
Workflow Action: Send Email
Workflow Action: Modify Contact Engagement Score
Workflow Action: Add Contact Follower
Workflow Action: Respond On Comment for Facebook and Instagram
Workflow Action: Instagram Interactive Messenger
Workflow Action: Text Formatter
Workflow Action: Issue Certificate
How to Use Contact Engagement Score Workflow Actions and Triggers
Workflow Action: Split
Workflow Action: Update Contact Field
Workflow Action: Update Custom Value
Workflow Action: Number Formatter
- Articles coming soon
Workflow Action: Send Review Request
Workflow Action: Remove Opportunity
Workflow Action: Remove From Workflow
Workflow Action: Remove Assigned User
Workflow Action: Messenger
Workflow Action: Course Revoke Offer
Workflow Action: Facebook - Remove From Custom Audience
Create Opportunity & Update Opportunity Workflow Actions
Workflow Action: Facebook - Add To Custom Audience
Workflow Action: Voicemail
Workflow Action: Update Affiliate
Workflow Action: Remove From Affiliate Campaign
Workflow Action: Add To Affiliate Campaign
Workflow Action: Call
Workflow Action: Send Internal Notification
Workflow Action: Send SMS
Workflow Action: Eliza AI Appointment Booking
Workflow Action: Add To Workflow
Workflow Action: Add To Notes
Workflow Action: Add Task
Workflow Action: Math Operation
Workflow Action: Manual SMS
Workflow Action: Manual Call Event
Workflow Action: Wait
Workflow Action: Go To
Workflow Action: Facebook - Conversion API
Workflow Action: Set Event Start Date
Workflow Action: Webhook
Workflow Action: If/Else
Workflow Action: Assign To User
- Articles coming soon
58 ARTICLES
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