Getting Started
Product Overview
Last Updated: November 17, 2024The Omni Channel CRM is a powerful customer relationship management system designed to centralize customer communication across multiple channels. With integrations for email, live chat, social media, SMS, and more,...
Creating a New Account
Last Updated: November 28, 2024As a Super Admin, you can create new accounts by following these steps: Navigate to the top-right corner of the window. then click on the Profile Dropdown and then select...
Managing and Editing Accounts
Last Updated: November 28, 2024As a Super Admin, you can manage and edit existing accounts through the following steps: Navigate to the top-right corner of the window then click on the Profile Dropdown and...
Integrating Omni Channel with Your Website
Last Updated: November 28, 2024To integrate Omni Channel with your website, follow these steps: Log in to Your Account Access Settings Start the Integration Configure Website Information Add Agents to the Inbox Generate and...
Integrating Omni Channel with Messenger (Facebook & Instagram)
Last Updated: November 28, 2024Follow these steps to integrate your Omni Channel with Facebook Messenger and Instagram: Log in to Your Account Access Settings Start the Integration Allow Access and Select Your Page Create...
Editing Inboxes in Omni Channel
Last Updated: November 28, 2024To edit an existing inbox, follow these steps: Access Inbox Settings Edit Inbox Information Edit Inbox SettingsIn the settings window, you can edit the following information: Edit Inbox FeaturesWithin the...