Other Useful Features

Lead management extras, event check-in, voice, and quality-of-life features

10 articles in this category

Set up QR code-based event check-in with automated event pass delivery via WhatsApp.

Step-by-step guide to apply for Meta Verified status and get the blue tick for your WhatsApp Business account.

Enable advanced sales skills for your AI agent to handle customer objections effectively.

Automatically distribute leads to your sales team with round-robin or weighted allocation.

Manage your lead tags and delete tags that your team no longer needs.

Merge duplicate lead records that share the same phone number.

Use Lead Notes as a single source of truth for customer information, and turn on AI Context to give your AI customer-specific instructions.

Set a default AI voice for your company and customize different voices per messaging channel for voice message replies.

Import existing, new, or cold leads using the CSV template, and automatically assign them to tags and automations.

Message Grouping helps your AI Employee reply more naturally when customers send several short messages quickly.