Getting started guide
Step by step setup for domains, channels, and your first automations.
Video tutorials
Tutorials
Short how to videos to help you move faster.
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How to create a Root Domain
Connect your root domain and point DNS correctly so your site goes live on your main URL.
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Register your number for A2P 10DLC compliance
Register your brand, campaign, and numbers so SMS delivery is compliant and reliable.
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Set up and manage Conversations
Centralize SMS, email, and chat messages, assign owners, and keep replies on track.
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Create a new Snippet
Save reusable text blocks for fast replies and consistent messaging.
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Use a Snippet
Insert saved snippets in messages, emails, and notes to move faster.
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Set up Missed Call Text Back
Automatically text customers when you miss a call so no lead slips away.
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Payments overview: key features
Accept payments, view transactions, and reconcile faster in one place.
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Set up Products and add them to a page or funnel
Create products, set prices, and connect them to pages and funnels.
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Create a new Form
Build lead capture forms with required fields, consent, and notifications.
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Marketing area: features overview
Understand campaigns, audiences, and performance at a glance.
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Recurring scheduled posts
Set posts to repeat on a schedule to keep your social feeds active.
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Reputation Management: key features
Track reviews, reply quickly, and improve your rating with smart workflows.
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Update Google listing information
Keep your Google Business Profile accurate for better discovery.
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Set up and use the Mobile App
Log in, sync notifications, and manage your work on the go.
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Send a custom video to a contact
Record or attach a video and send it directly to a contact.
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Make a call in the Mobile App
Place and receive calls, and log outcomes to the contact record.
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Set an appointment from the Mobile App
Create appointments, select calendars, and send confirmations.
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Use Tap to Pay in the Mobile App
Take contactless payments on supported devices right from the app.
Common questions
Tutorials FAQ
Quick answers about watching, captions, and how to get help.
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Click the gear icon on the player. Turn on subtitles, pick a language if available, and choose a quality like 1080p for a sharper view.
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Yes. Open the YouTube video, select More, then Show transcript. We will add in page transcripts soon.
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Use the contact form and tell us the feature and use case. We prioritize the most requested topics.
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Yes. We update videos when UI changes. If something looks different, send us a note from the support form.
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Absolutely. Share the video link or embed it in your internal docs. Public viewing is allowed.
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Some networks block YouTube. Try a different connection or ask IT to allow the youtube nocookie domain used on this page.
Need more help
Still have questions? We are here to help
Talk to a specialist, open a ticket, or explore resources that speed up your launch.
Billing and invoices
How plans work, receipts, taxes, and upgrading during your term.
Migrations
Import contacts, websites, calendars, and automations with best practices.
Platform status
Check uptime and incident history when something feels off.
Templates library
High converting emails, automations, pages, and review requests.
Request a feature
Tell us what would help your workflow and we will review it with the team.
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