Browse ready
made onboarding videos
Design Your Digital
Success
Crafted Websites and Graphics that Leave a Lasting Impression
Our Story
We are passionate web artisans, committed to creating visually stunning and functional websites that captivate audiences and elevate businesses to new heights.
Get Started Today
Browse ready-made video steps
Contacts & Lists
▶ How to Add a New Contact
▶ How to Import a List of Contacts
▶ How to Create a Smart List
▶ How to Edit or Delete a Contact
▶ How to Tag Contacts for Segmentation
▶ Extracting Contacts into CSV
CONVERSATIONS TAB
▶ Navigate to “Conversations”
▶ View & Filter Conversations
▶ Select a Conversation
▶ Respond to Messages
▶ Add Notes or Tasks
▶ Tag or Assign Contact
▶ View Contact Details
▶ Manage Automation from Conversations
▶ Archive or Delete if Needed
Opportunities & Pipelines
▶ Understand the Pipeline View
▶ Create a New Opportunity
▶ Move Opportunities Through the Pipeline
▶ Update Opportunity Info
▶ Filter Opportunities
▶ Mark as Won, Lost, or Abandoned
▶ View Opportunity Reports
▶ Automate with Pipelines
▶ Use Smart Pipelines for Different Workflows
Communications
▶ How to Send an Email to a Contact
▶ How to Send a Text Message (SMS) to a Contact
▶ How to Send a Bulk Email Campaign
▶ How to Set Up and Use Templates for Emails or SMS
Reputation Management
▶ Connect Review Platforms (First-Time Setup)
▶ Monitor Existing Reviews
▶ Send Review Requests
▶ Customize Review Request Templates
▶ Use Automation for Review Requests
▶ View Request Statuses
▶ Respond to Reviews
▶ Manage Settings & Automation
▶ Export Reviews for Testimonials
SOCIAL MEDIA pLANNER
▶ HOW TO CONNECT SOCIAL ACCOUNTS
▶ HOW TO CREATE NEW POSTS
▶ RECONNECTING YOUR SOCIAL ACCOUNTS
CALENDARS
▶ Create a New Calendar (Optional)
▶ Set Calendar Configuration
▶ Set Availability
▶ Share the Booking Link
▶ Manage Appointments
▶ Sync with Google Calendar (Optional)
SITES
▶ How to make simple edits to your existing website or funnel
▶ How to Create QR Codes
▶ How to Create Site Chat Widget
▶ How to create forms or surveys
Payments
▶ Invoice and Estimates
▶ Documents and Contracts
▶ Orders
▶ Subscriptions
▶ Payments Links
▶ Products
▶ Coupons
▶ Integrations
ai agents
▶ Voice AI
▶ Conversation AI
▶ Content AI