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Get Started With TextCRM

8

Create Your First Chatbot in TextCRM
How to create template?
How to Manage your contacts?
How to send a broadcast?
How to Set Up and Use TextCRM Widget for Customer Support?
Inbox
Overview
Set Your Account In TextCRM

Managing Contacts in TextCRM

9

Creating and Managing Folders
Creating and Managing Lists
Creating and Managing Segments
Manage Contacts in TextCRM
Manage Custom Fields
Managing Existing Contacts
Share Contact Associations
Syncing Google Contacts in TextCRM
Uploading Contacts via CSV in TextCRM

Managing Meta Template

4

How can i edit the meta template
How can i sync my existing meta template
How to create template
How to manage catalog products

Inbox

9

Easily search and filter through contacts.
How can start a new chat with customer
How can I send an attached file?
How can I send Catalog?
How can I send Emoji ?
How can I send Meta Template ?
How can I send Template or Quick Reply Message?
How many features are available in the inbox module?
How to manage customer assets/attachments?

Managing Broadcast

6

Broadcast Overview
How can i edit broadcast?
How can i show broadcast customer list?
How can i show broadcast Statistics?
How to create a broadcast?
What filters can I apply in the Broadcast List?

Manage Role & Permission

2

How to Create Roles & Permissions in TextCRM
How to Edit Roles & Permissions in TextCRM

Manage Agent

5

How to Create Agents or Staff in TextCRM
How to Disable Staff Login in TextCRM
How to Edit Agents or Staff in TextCRM
How to Login to a Staff Account from the Admin Panel in TextCRM
How to Show Agents or Staff in TextCRM

Task Manager

5

How to Assign Staff to a Task in TextCRM
How to Comment on a Task in TextCRM?
How to Create a Task in TextCRM
How to Edit a Task in TextCRM
How to Manage Tasks in TextCRM

Messaging Service

7

Frequently Asked Questions For Messaging Service
How to Create or Edit a Template in TextCRM?
How to Send a Single SMS to a Customer in TextCRM?
How to Send Group SMS or Broadcast in TextCRM?
How to Set Up Messaging Operation Connectors in TextCRM?
How to View Broadcast SMS Report in TextCRM?
How to View Single SMS Sending Report in TextCRM?

API Settings

7

How to Access API Settings?
How to Connect Messaging Service channels ?
How to Connect Unofficial WhatsApp Number?
How to Connect Whatsapp Number?
How to manage Generate API Key?
How to Set Up and Use TextCRM Widget for Customer Support?
Questions Based on API Settings Management

Manage Subscription

5

How can I purchase or update my subscription plan?
How Can I Show My Old Payment Information?
What are the available pricing plans, and who are they suitable for?
What happens when my subscription expires?
Which payment gateways are supported for purchasing a subscription?

Manage TextCRM Profile

3

How can I view or manage my payment history?
How do I manage my business account details?
How do I update my personal account information?

Manage Unofficial WhatsApp Number

5

How Can I Broadcast via Unofficial WhatsApp Number?
How can i start the chat via Unoffical whatsapp number
How to Connect Unofficial WhatsApp Number?
How to Logout from Unofficial WhatsApp Account in TextCRM
Unofficial WhatsApp Usage Guide and Warning

Manage Automation

6

Detailed Guide: Keyword Automation in TextCRM
How Can i Create Chatbot in TextCRM?
How does Keyword Automation work, and what is it used for?
How to Create a Quick Reply Template?
How to Manage Quick Reply Templates
Keyword Automation with Enhanced Features (Next Sprint Update)

Home
Docs
Manage Role & Permission

Manage Role & Permission

How to Create Roles & Permissions in TextCRM
How to Edit Roles & Permissions in TextCRM

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