Dashboard

Reports Overview

Reports: Conversations

Reports: Responses

Reports: Resolutions

Reports: Messages

Reports: Contacts

Reports: Assignments

Reports: Leaderboard

Reports: Users

Reports: Broadcasts

Inbox Overview

Assignment and Closing a Conversation

Custom Inboxes

Interacting with Respond AI Prompts

Using AI Assist

Contacts Overview

Contact Details

Activities

Contact Import (How to)

Segments

Broadcasts Overview

Managing Broadcasts

Workflows Overview

Workflow Triggers

Workflow Steps Overview

Step: AI Agent

Step: Send a Message

Step: Ask a Question

Step: Assign To

Step: Branch

Step: Update Contact Tag

Step: Update Contact Field

Step: Open Conversation

Step: Close Conversation

Step: Add Comment

Step: Jump To

Step: Date & Time

Step: Wait

Step: Trigger Another Workflow

Step: HTTP Request

Step: Add Google Sheets Row

Step: Send TikTok Lower Funnel Event

How to Avoid Workflow Loops

Step: Update Lifecycle

Step: Send Conversions API Event

Dynamic Variables Overview

How to Use Dynamic Variables

Managing a Workspace

General info (previously General)

User settings (previously Users)

Teams (previously Team Settings)

Channels

Growth Widgets

Contact Fields

Integrations

Respond AI

Closing Notes

Snippets

Tags

Files

Data Export

Contact Import

Lifecycle

Organization Overview

Account info (previously General)

Admin Settings (previously Users)

Workspaces

WhatsApp Fees

Billing & Usage

Security

Profile

User Activity Status

Notifications

Resetting your Password

Installing respond.io Mobile App

Messaging From Your Mobile

Managing Notifications On Your Mobile

Configuring mobile app settings

Accessing Help Center

Requesting a Feature

Reporting a Bug

Getting Support

Resource Center

Booking a Demo

Accessing the Business Academy

How to Collect Contacts’ Emails and Phone Numbers

How to Route Contacts from CTC Ads to Agents

How to Send Outbound Sales Messages

How to Track Conversation Source from Multiple Websites

How to Enrich Customer Data from a CRM or other Business Software

How to Automate Product Info Sharing in Conversations Initiated via CTC Ads

How to Automatically Qualify Contacts Based on Budget Using AI Agent

Assignment Strategy: How to Automate Contact Distribution & Load Balancing

How to Maximize Customer Service Potential with AI Agent

How to Automate Contact Information Collection with AI

How to Block Contacts and Manage Spam

How to Create Automated Welcome and Away Messages

How to Create Automated Chat Menus

How to Route Contacts to Preferred AI Agent

How to Route Contacts by their Preferred Language

How to Route Contacts by Team Functions

How to Route Contacts by Shifts

Assignment Strategy: How to Unassign Agents after Conversations Closed

How to Get Contacts’ Consent for Personal Data Collection

How to Promptly Transfer Conversation Between Agents

How to Guide Customers from Exploration to Purchase with Engaging Menus

How to Optimize Customer Onboarding with Automated & Customized Welcome Messages

How to Streamline Meeting Scheduling via CTC Ads

How to Get a Complete View of the Customers

How to Simplify Customer Escalation with Automation

How to Transfer Contacts to the Next Shift Automatically

How to Optimize Agents’ Productivity in the Inbox Module

How to Write an Optimal AI Persona (Best Practices)

How to Write the Best Knowledge Sources for AI Agents

How to Align AI Conversations with Your Brand Voice

How to Draft Customer Replies with AI

How to Convert Image to Text Using AI

How to Automate Calculations Using AI

How to Automate Lifecycle Tracking in Google Sheets

How to Route New and Returning Contacts

How to Route VIP Contacts

How to Send CSAT to Customer and Save Data in Google Sheets or CRMs

How to Send Outbound Support Messages

How to improve lead targeting and automatically send purchase events to Meta when a customer makes a payment

How to track and analyze TikTok Messaging Ad conversions

How to Supervise Your Support Agents

How to Analyze Reports for Support

How to Track Productivity by Closing Conversations

How to Supervise Sales Agents

How to Analyze Reports for Sales

Dialogflow Overview

Dialogflow: Connecting to Dialogflow

Dialogflow: Creating a Chatbot

Dialogflow: Managing Intents

Dialogflow: Parameters

Dialogflow: Events

Dialogflow: Response Templates

Dialogflow: Custom Payloads

Dialogflow: Fulfillment Webhook Request

E-Commerce Integration: Shopify

E-Commerce Integration: BigCommerce

E-Commerce Integration: WooCommerce

E-Commerce Integration: Magento

CRM Integration: HubSpot

CRM Integration: Salesforce

CRM Integration: Pipedrive

CRM Integration: ActiveCampaign