• Switching between profiles and organisations
  • Inviting Staff and Clients (manual)

    Guides to manually invite your staff and clients

  • Check invitation status & details
  • Invite client users
  • Set up Client teams (previously contact books)
  • Invite Staff users
  • Importing Staff and Clients (batch upload)

    Guides to help larger organisations batch upload their staff and clients

  • CSV templates
  • Import your clients Excel (CSV)
  • Import your Client Teams Excel (CSV)
  • Import your staff Excel (CSV)
  • Prepare your client list for Bulk Upload
  • Manage users

  • Grant chat review and auditing permissions
  • Deactivate a user
  • Suspend a user
  • Edit a user's role
  • Edit a user's profile details (change name, number or email in profile)
  • Understand roles and permissions
  • Edit a user's account details (change mobile or email)
  • Manage client teams (previously contact books)

  • Edit client teams (previously contact books)
  • Deactivate client teams (previously contact books)
  • Import client team members(CSV)
  • Remove client team members
  • Add client team members (add to contact list)
  • Migrate Your Contact Books To Client Teams
  • Prepare your Client Teams CSV for Migration
  • Client chat mode (Single or Team mode) (Coming soon)
  • Manage organisation settings (System admins)

  • Manage attachment sharing restrictions
  • Manage mobile push notification content preferences (for all users)
  • Manage invitation settings and profile editing permissions
  • Manage chat restrictions for staff users on mobile devices
  • Manage Network Restrictions and Advanced Settings
  • Automate chats to your users

    Use our excel templates and guides to automate chats and documents to all your clients

  • Automate messages to your clients (APIs)