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Documentation Index

Fetch the complete documentation index at: https://help.convertalk.com/llms.txt

Use this file to discover all available pages before exploring further.

  1. Convertalk fetches the country and city of a visitor from their IP Address.
  2. Mobile numbers and metadata are fetched from different components of your chat flow. For example:- Name, email, and phone number components in your chat flow.
A visit is a term used to describe a visitor that engages in a conversation with your chatbot.
Yes, you can easily export data in CSV from the export button in the leads tab under Inbox.
  1. Navigate to the Inbox Tab & Click on Leads
  2. Click on the Export Button available on the top right section of the page.
Convertalk offers an integration with Twilio to call your leads from the Inbox. You can use the call feature to call leads and customers from the leads section directly from your desktop. You must integrate Twilio with Convertalk to set up the calling feature in Convertalk.
You can integrate Twilio from the integrate Twilio option in the Inbox Tab.
  1. In The Inbox tab, Click On The Integrate Twilio Button.
  2. To complete the Integration, you need:-
    1. Account SiID
    2. Phone Number
    3. TwiML App SID
    4. API Key API Secret App
    5. URL (POST)
  3. You can find all of these credentials on the Twilio Dashboard.
  4. Also, you can contact us at [support@ Convertalk.com](mailto:support@ Convertalk.com) for further assistance.
  5. After you fill out these parameters, you can quickly call leads from Convertalk.
  6. Refer To The Following Steps To Obtain Your API Key and SID On Twilio
    1. Click on the Account link in the top-right navigation.
    2. In the submenu, click on API keys & tokens.
    3. Scroll to the bottom of the page and click Request a Secondary Token
    4. Also, on this page, you can find your SID at the bottom.
Navigate To The Inbox Tab, and it will list the customer profile under the Leads or Contacts tab. Also, you can click on any customer in the leads or messages, and a window will open all the necessary info. The customer profile will open on the rightmost side of your screen, where you can see all the details. You can also add tags and notes in this section.
Yes, there is a feature to assign tags to different customers based on your preference
  1. After applying tags, you can easily filter customers through tags and send out custom messages.
  2. Navigate To The Inbox Tab
  3. You can click on any customer in the leads or messages tab. A window will open all the necessary info.
  4. The customer profile will open on the rightmost side of your screen, where you can see all the details. You can also add tags and notes in this section.
  1. Navigate To The Settings under more options
  2. You can click on Tags. You will be redirected to Manage Tags page.
  3. There you can see a table in which all the previously made tags are available. On top right of the box click on “Create Tag”.
  4. Enter a tag name and and click on “create tag”.
  5. You have successfully added the tag. Now you can use it for your customers.
The notes feature helps you record important details and things your team wants to know about a specific customer. For example, if they provide an alternate number or the time they will be available to take a call.You can add notes by following the below steps.
  1. Navigate To The Inbox Tab
  2. You can click on any customer in the leads or messages tab, and a window will open all the necessary info.
  3. The customer profile will open on the rightmost side of your screen, where you can see all the details.
  4. You can also add notes in this section.
  5. Type your notes under the input box with the name ‘Notes’ and Hit enter after you are done.
  6. Watch out for the message updates to confirm that your changes are saved.
Quick replies are the template responses that you can save and use during the live chat. You can access these quick replies whenever you enter ’/’ into your chat window, the Bot will automatically fetch your list of quick replies, and you can select the one you want to use.You can add quick replies in the Convertalkon app by following steps:
  1. Navigate To The Inbox Tab
  2. You can click on any customer in the leads or messages tab. A window will open all the necessary info.
  3. The customer profile will open on the rightmost side of your screen, where you can see all the details.
  1. Convertalk offers you the option to transfer the chat to WhatsApp or an agent on your support team.
  2. To transfer the chat to WhatsApp, the visitor must start a Live chat by clicking on the three-dot menu beside the cross ‘X” icon.
  3. After an agent accepts your request, you can transfer the chat to Whatsapp by again opening the menu and selecting Transfer to WhatsApp.
  4. If you have a WhatsApp bot, make sure you have a support agent on call to respond to live chat requests.
  5. Also, ensure that your agent has the same contact number as your WhatsApp business account.
  6. Moreover, the chat history for WhatsApp will not be stored on WhatsApp.
  7. How to assign chat to an agent?
    1. The customer support team can transfer live chat requests to their fellow team members. To do the same, Navigate to Inbox from the side navigation panel and then move to the Live chat tab.
    2. Go Under the messaging area in the middle bottom of the window. Click on the three dots available besides the emoji icon. It will open up the option to transfer the chat to other customer support team members.
Any visitor interacting with WhatsApp, Facebook, and Telegram Bot and submitting details like name, email address, and/or phone no. is considered a contact. You can also manually import or add new contacts.You can see your contacts in the ‘contacts’ tab under the ‘Inbox; section. Navigate to the Inbox Tab
You can download a sample sheet for contacts from the sample sheet option next to the import contacts option.
  1. Navigate To the ‘Contacts’ tab under the ‘Inbox’ section from the side navigation Panel.
  2. Click on the ‘filter’ option to select the specific Bot or All, and then click the Import Contacts Option to download data into a CSV file.
  1. Navigate To the ‘contact’ tab under ‘Inbox’ from the side navigation panel and click on the ‘Add Contact’ button on the top right.
  2. It will open the input boxes to add a new contact manually. Once done, Please click ‘Add Contact’ to save the new contact.
Segments are groups of similar target audiences based on their characteristics like demographics, behaviors, and interests. You can group your subscribers into segments based on their similar characteristics. These will then be used in broadcast campaigns.
To Create Segments
  1. Navigate to the Inbox tab
  2. Click On Segments
  3. Click on the Create Segment Button
  4. After clicking, Type your Segment Name.
  5. Select a Platform From Facebook, Google, and WhatsApp
  6. Select Your Bot
  7. Now You Select The Condition Type. It can be based on Two Things
    1. Attribute - Distinct Features Of Your Visitors
    2. Tags- The Tags That you have created in the customer profile
  8. You can create segments based on their characteristics like demographics, behaviors, interests
While creating a segment, you can Select The Condition Type based on Two Things.
  1. Attribute - Distinct Features Of Your Visitors
  2. Tags- Tags That you have created in the customer profile
  3. Conditions are the differentiation factors that segmentize a group of customers from the entire base.
  4. You can use tags to filter based on the tags you have created, or you can use Attributes like Names To Create Segments..