Video: Initial Setup & Launchpad

Getting Started

In this video, I will guide you through the process of connecting and managing your CRM and chat widgets. We will start by logging into the CRM and installing the mobile app.

Then, we will connect our social media accounts and ensure that we have permission to use messages. Next, we will connect the chat widget to start SMS conversations with website leads.

Finally, we will integrate the chat widget with WordPress and manage user permissions. By the end of this video, you will have a clear understanding of how to connect and manage your CRM and chat widgets.