Jhoana M Moore asked us, “Hello there! Thanks for the add. Pretty excited to learn the system. Just curious if it records the conversation if making/receiving calls. Please advise. Thanks” “Hi! Welcome! Yes! Agent CRM keeps a record of all the conversations you’ve had…
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Dee Flowers asked us, “Apologize in advance if I have missed this, but is there a workflow/campaign that specifically lays out the sequence of responding to a ‘new lead’, meaning never contacted this person before? TIA” “Yes go to workflow and download your field (insurance,…
Antonio Reyes asked us, “Hey! Im having an issue when i book an appointment, it is not sending the text notifications to my lead anymore…maybe something got unflugged?? It does show on my calendar but its not being send to the client” “Everyone includes this…
Damon Jimenez asked us, “How do I know which number is being used when I send out mass texts?” “Go to Settings >> Phone Numbers. Whichever number is marked as default on that page will be the one from which outbound messages are sent ?”
Syre Stewart asked us, “Can someone help I am not seeing Trigger tab as well?” “Hello! If you are not seeing the trigger tab please go to settings –> Check “Enable campaign” & “Enable triggers” and then you will be able to see the triggers…
Dwayne Nichols asked us, “Does this system use AI to call the lead list for appointment settings? Or does it use texting to accomplish this type of reach out to the leads list?” “Agent CRM do not have any AI to call leads or do anything….
Phil Remaes asked us, “Is there a way to have the chatbot only active on my home page instead of all pages?” “Yes! Instead of pasting the Chat Widget code into the Body Tracking code of a funnel/website’s settings, just paste it on Footer Code…
Thomas Ricapito asked us, “Is there a way to upload pdf files (or any kind) into the CRM so that they can be hosted there and referenced with links to clients in an email?” “Great question! You can. ? First, you’ll need to go to…