Help Docs
Search articles ...
AI Employees
New & Updated AI Employee Section
What is an AI Employee?
What can an AI Employee do?
Create Your First AI Employee
Creating AI Employees Using Templates
Create an AI Employee from scratch (custom)
Conversation Stages
Communication Channels
Testing AI Employees
Outbound AI Work
Set up the web chat widget
AI Training Data
AI Employee Walkthrough
Automation Flows
What is an Automation Flow?
How to create an automation flow
How to set/change a trigger of an automation flow
How to add contacts to an automation flow
Add dynamic merge fields in the automation flow builder
Delete Automation Flow Step
Duplicate Automation Flow Step
Duplicate Automation Flow
Delete Automation Flow
Rename automation flow
Save/Load email template
Unsubscribe link in emails
Send "Email Broadcast" using Automation Flow
Check if email opened/clicked
How to trigger a flow based off previous form submission data
Redirect forms based on submission data
Access product purchase information in an automation flow
How to send data out of the platform with Webhooks
How to receive data using incoming webhooks
Facebook CAPI (with values)
Calendar
How to connect your calendar
What is a booker?
Create a new booker
What are bookings? How do I view them?
Set the calendar link/url
Meeting Invite Settings
Use your own form in calendar
How to charge for appointments?
Build custom follow up sequences
Automatically create Google Meet links
Embed a calendar
How to automate follow up sequences
Public booking page settings
Meeting Event Options
How to ask additional questions when booking
Contacts/Database
What is the Contacts/Database?
Create a contact
Delete a contact
Filter contacts
Tag a contact
Update a contact
Import contacts via CSV
Export contacts
Check opt-in status
Create a user - Memberships
Create a user - Team Member
Remove/merge duplicate contacts
Set or change contact owner
Forms & Surveys
New Form Styling In Website Builder
How do I create a form?
Rename form
Create opt-in form
Delete form
Create order form
Where does form submission data go?
Form direct link and form embed code
Form field settings
Create signature form
How to get documents signed
Redirect on form submission
How to embed a form in my website?
Form Conditional Logic (Simple)
Email notification when form submitted
Form Conditional Logic (Advanced)
Create a "Quote Builder"
How do I create an order bump?
Advanced Features Forms Walkthrough
Inbox/Messages
Send a Broadcast message from the inbox
How to create and use canned responses
How to forward your emails to the inbox
What are Smart Buckets?
How to filter the "Conversation Stream"
How to create an inbox
Payments
How to integrate Stripe
How to integrate PayPal
Connecting Payment Gateways From The Integrations Section
How To Create A Product
Setting Up A Subscription
Creating A Payment Plan
Coupons
Create A Purchase/Order Form
Creating Free Trials
Creating Invoices
Integrating External Payment Processors
Pipelines
What is a Pipeline?
Opportunity Vs Task Pipelines
Using Pipelines To Monitor Sales Process
How to create a pipeline item automatically
Tracking Sales Performance With Pipelines
Using Pipelines For Internal Tasks
Trigger actions based on Task Pipeline dates
Sites/Funnel Builder
In Depth Website Builder Walkthrough
How do I create a website?
Connecting Domains
How do I create a "One Click Upsell"?
How do I create an order bump?
Columns, different screen sizes & switching content order
How to set the home page
Global Styles
Adding CSS & JS to websites and funnels
How to create a split screen login layout.
How to rename a page
How to embed videos
Creating a mobile menu
Creating column layouts using "Grid"
How to rename a site
How to create a hero slider
Custom Grid Settings
The difference between a free-form membership area and a course builder
How to create a Membership area
How to link/style parts of text
Facebook CAPI Setup
Example Menu Systems For Memberships/Courses
How to add members to membership areas
Sizing & Displaying Elements Across Different Screen Sizes
Reusable Sections & Global Blocks
How to show/hide elements on different screen sizes
Settings
Security & Roles Settings
Chat/Inbox Settings
Personal Settings
AI Employee & Automations Settings
CAN SPAM Settings
Tags Settings
Phone Settings
Connected Domains Settings
Billing & Payments Settings
Global Variables Settings
Integrations Settings
Code Library
Copy/Paste Styling For Purchase Forms
Copy/Paste Styling For A 2-Step Purchase Form
Display form data in the site builder
Typeform Style Forms (Multi-step form on webpage)
Global Variables in the Site Builder
Copy/Paste Styling For Opt-in Forms
Display future dates in the Website Builder
Trigger Popup after X period of time
Evergreen countdown timer that remembers the visitor (similar to Deadline Funnel)
Create your own affiliate tracking solution
Creating a Mega Menu using the native menu
Notification Bar At Top Of Page
Creating knowledgebases with search fields in the site builder
Walkthroughs/Tutorials
How to create and style an opt in form
How to style forms - step by step CSS for beginners
Create A Product & Order/Purchase Form
How to create and style a purchase form
How to create and style a 2-step order form
How to create a 7 day email nurture sequence
How to create Pipeline items automatically
Create a Membership Area with menu from scratch
Webhooks for beginners - Sending data to another platform
How To Setup Affiliate Tracking
Feedback
Feedback Form
Whitelabel
How to manually pass the Dashboard to sub-accounts
Packages
How to automatically pass the Dashboard to sub-accounts
Dashboard
Overview
Walkthroughs/Tutorials
How to create Pipeline items automatically
How to create Pipeline items automatically