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How Convertalk Works?
Platform Guidelines & Training
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Onboarding
  • Onboarding
Create New Chatbot
  • Website Chatbot
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  • WhatsApp Chatbot
  • Instagram Chatbot
  • Facebook Chatbot
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Edit Your Chatflow
  • Multiple flows(Redirect component)
  • Request Information
  • Send Information
  • Trigger Actions
  • WhatsApp Payment Components
Pre-Built Chatbot Templates
  • Pre-Built Chatbot Templates
Train Your AI Chatbot
  • Website
  • File Upload
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  • FAQs
  • Unanswered Questions
  • Other Sources
Install Your Chatbot
  • Install your Website Chatbot
  • Install Website Chatbot on Custom Build Website
  • Install Website Bot on WordPress
  • Install Website Chatbot on Wix
  • Install Website Chatbot on Squarespace
  • Widget Installation
Automation
  • Widget
  • WhatsApp Template Setup
  • WhatsApp Catalog Setup
  • WhatsApp Flows (Forms) Setup
  • WhatsApp Broadcast Setup
  • WhatsApp Drip Campaigns Setup
  • Facebook Auto-Reply Feature
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Website Bot Settings
  • Design
  • General
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  • Chat Window- Transfer Chat to WhatsApp Functionality
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WhatsApp Chatbot Settings
  • General
  • Triggers
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Telegram Chatbot Settings
  • General
  • Telegram Profile
  • AI settings
Instagram Chatbot Settings
  • General
  • AI Settings
Facebook Chatbot Settings
  • General
  • AI Settings
Configuring Chatbot Scenarios
  • How to configure your chatbot's personality
3rd Party Apps Integrations
  • ChatGPT
  • Integrate Convertalk with Acuity Scheduling
  • Integrate Convertalk with Microsoft Teams
  • Integrate Convertalk with WooCommerce
  • Integrate Convertalk with Autopilot
  • Integrate Convertalk with Firmao CRM
  • Integrate Convertalk with Capsule CRM
  • Integrate Convertalk with Facebook Pixels
  • Integrate Convertalk with Elevio CRM
  • Integrate Convertalk with Close CRM
  • Integrate Convertalk with CalendarHero CRM
  • Integrate Convertalk with Extraaedge CRM
  • Integrate Convertalk with Infobip CRM
  • Integrate Convertalk with Google Sheets
  • Integrate Convertalk with Google Calendar
  • Integrate Convertalk with Google Task
  • Integrate Convertalk with Google Gemini
  • Integrate Convertalk with Google Tag Manager
  • Integrate Convertalk with HelpShift CRM
  • Integrate Convertalk with Zendesk CRM
  • Integrate Convertalk with LeadSquared CRM
  • Integrate Convertalk with Zoho Desk
  • Integrate Convertalk with SupportBee CRM
  • Integrate Convertalk with Wealthbox CRM
  • Integrate Convertalk with Brevo (formally SendInBlue)
  • Integrate Convertalk with Apptivo CRM
  • Integrate Convertalk with Freshdesk CRM
  • Integrate Convertalk with Help Desk CRM
  • Integrate Convertalk with Jira CRM
  • Integrate Convertalk with KarmaCRM
  • Integrate Convertalk with LiveAgent CRM
  • Integrate Convertalk with NetHunt CRM
  • Integrate Convertalk with Plivo CRM
  • Integrate Convertalk with Recurly CRM
  • Integrate Convertalk with Shipway CRM
  • Integrate Convertalk with TeamGate CRM
  • Integrate Convertalk with Zoho Projects
  • Integrate Convertalk with Zoho CRM
  • Integrate Convertalk with Google Drive
  • Integrate Convertalk with Agile CRM
  • Integrate Convertalk with Pipedrive
  • Integrate Convertalk with Drip CRM
  • Integrate Convertalk with GetResponse
  • Integrate Convertalk with Groove
  • Integrate Convertalk with Helpdocs
  • Integrate Convertalk with Bitrix24
  • Integrate Convertalk with Freshworks CRM
  • Integrate Convertalk with Insightly CRM
  • Integrate Convertalk with Nimble CRM
  • Integrate Convertalk with Nutshell CRM:
  • Integrate Convertalk with OntraPort CRM
  • Integrate Convertalk with HubSpot
  • Integrate Convertalk with WebHoper
  • Integrate Convertalk with EngageBay
  • Integrate Convertalk with FrontApp
  • Integrate Convertalk with Copper CRM
  • Integrate Convertalk with Salesflare
  • Integrate Convertalk with No CRM
  • Integrate Convertalk with Helprace
  • Integrate Convertalk with Flowlu
  • Integrate Convertalk with Pipeline
  • Integrate Convertalk with Zingtree
  • Integrate Convertalk with Salesforce CRM
  • Integrate Convertalk with Chakra CRM
  • Integrate Convertalk with SimplyBook
  • Integrate Convertalk with Gitbook
  • Integrate Convertalk with GoHigh Level
  • Integrate Convertalk with Voxloud
  • Integrate Convertalk with ViaSocket
  • Integrate Convertalk with Twilio
  • Integrate Convertalk with Shopify
  • Integrate Convertalk with Razorpay
  • Integrate Convertalk with Pabbly
  • Integrate Convertalk with Outlook
  • Integrate Convertalk with OnPipeline
  • Integrate Convertalk with Notion
  • Integrate Convertalk with MoEngage
  • Integrate Convertalk with Kylas CRM
  • Integrate Convertalk with Google Analytics
  • Integrate Convertalk with FirstPromoter
  • Integrate Convertalk with Google Contacts
  • Integrate Convertalk with Zapier
  • Integrate Convertalk with Make.com
Inbox
  • Chats window
  • Orders
  • Contacts
  • Groups
  • Real-Time Customer Interaction
Analytics
  • How to Use Analytics
Teams
  • Department
  • Business hour
  • Team
  • Role
  • Using Teams in Chatflow
Developer
  • 3rd Party Apps API
  • API Access Token
  • Webhooks
Settings
  • Custom Attribute
  • Tags
  • Custom Status
  • Quick Replies
  • Custom Tabs
My Account
  • Account
  • Password
Suscription and Plans
  • Subscription & Plans (Legacy Version)
  • Subscription & Plans (Latest Version)
Frequently Asked Questions (FAQs)
  • Onboarding FAQs
  • Edit your chat flow
  • Bot Installation FAQs
  • Inbox FAQs
  • Profile, Team & Notifications FAQs
  • Analytics FAQs
  • Chat Flow FAQs
  • Bot Settings FAQs
  • WhatsApp FAQs
  • Subscription FAQs
  • Product Update FAQs
  • ChatGPT FAQs
  • 🛠️ Common Errors & Troubleshooting
Frequently Asked Questions (FAQs)

Profile, Team & Notifications FAQs

This section contains FAQs related to the profile, Team and notification section

How to change my email ID

You cannot change your email address once you have created your account from the Convertalk app. However, You can contact Convertalk at [support@ Convertalk.com](mailto:support@ Convertalk.com)[.](mailto:support@ Convertalk.com) to change your email address.

How to delete my Convertalk account

Once you login to your Convertalk account
  1. Navigate to “My Account” section and then click on ‘Password” settings.
  2. Here ye can see a button named “Delete Account”. Click on that to delete your Convertalk Account

Do I recieve any notification when any livechat request has come up

Your notifications dashboard will receive notifications when live chat requests come through. These notifications are visible to you and the agents you add to your account.

What is a team? How do you add a team member?

A team in Convertalk is people in your organization that will take over for a live chat request. You can add up to three support agents to your team. Moreover, you can give your team access to your account by giving them a separate account with credentials you create in the Team module.
  1. To add the same, Navigate the To Team Tab.
  2. Click On Add Team Member
  3. To Add A New Member, Fill Out The Name, Email, and Password of your new team Member.
  4. You can also add their photograph and WhatsApp Number.

How can a new team member log into the Convertalk

A new team member can log in with their assigned credentials on Convertalk. You can add three members to the team module on Convertalk. The main account owner will have full access to these credentials and can change them as they see fit.
  1. Navigate To Team Tab
  2. Click On Add Team Member To Add A New Member
  3. Fill Out The Name, Email, and Password Of You New Team Member. You can also add their photograph and WhatsApp Number.
  4. For example, A New Team member here will log in on [app. Convertalk.com](http://app. Convertalk.com) from their email address xyz@gmail.com and the password above.
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