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1. Setting up the AI Chat Bot AI Chatbot Put an AI chat widget on your website that answers from your FAQs and hands visitors to your team when it can't help. The AI Chat Bot is a chat widget for your website . It answers …
2. Using Messenger for team chat Shared Inbox & Messenger Chat with colleagues in direct messages and channels, share files, and get an AI summary of a long conversation. Messenger is your team's internal chat: direct messages and channel …
3. Working with WhatsApp Chats Shared Inbox & Messenger … ws, hand over from the bot, and manage contacts. WhatsApp → Chats is a shared inbox: every conversation with your WhatsApp number, visible to everyone on your team who has access. …
4. Introduction to AutoMyra Getting Started … ance, HR, customer support, tasks and business intelligence live in one workspace , so the people and records in one module are the same people and records in every other. How your …
5. Collecting customer reviews with Feedback Feedback & Reviews Ask customers for reviews, check them before they go live, reply in public, and show them on your website. Feedback collects reviews from your customers and shows the best of them …
6. Creating and managing leads Leads & Sales Pipeline … is anyone you are selling to who has not bought yet. Leads live in Sales → Lead . How to add a lead Go to Sales → Lead and select Add Lead . Enter the person's First name (require …
7. Creating automation rules Workflow Automation … task, or message the customer — automatically. Automations live in Configuration → Automations . Each one is a rule: when an event happens and its conditions hold, then an action …
8. Creating invoices Finance, Quotations & Invoicing … on a schedule, and correct it with a credit note. Invoices live in Finance → Invoice : bill your customers and track what they owe. How to create an invoice Go to Finance → Invoic …
9. Connecting WhatsApp Business API WhatsApp Business API … — Point Meta's webhook at AutoMyra Incoming messages and delivery receipts reach AutoMyra through a webhook. In AutoMyra, find the Webhook card on WhatsApp Business Setup and copy …
10. Managing team access Security & User Permissions … ding someone Accounts are created where the person's record lives. Select Add and choose: Option Opens Use it for Employee HR & Payroll Anyone on your payroll — and owners or accou …
11. Creating quotations Finance, Quotations & Invoicing … stomer accepts it, and convert it to an invoice. Quotations live in Finance → Quotation : send estimates and convert them to invoices. How to create a quotation Go to Finance → Quo …
12. Integration and API overview Integrations & Developer API … sends the key as a bearer token: Authorization: Bearer wsk_live_xxxxxxxxxxxxxxxx The key also identifies your workspace, so no workspace code is needed in the URL. What you can do …
13. WhatsApp templates and campaigns WhatsApp Business API … ustomer more than 24 hours after they last wrote. Templates live in WhatsApp → Template . How to create a template Go to WhatsApp → Template and select New Template . Choose Standa …
14. Claiming a reimbursement HR & Payroll … through approval, and get it paid with your salary. Claims live in HR & Payroll → My Pay → Reimbursements . A claim goes to your approver, then to payroll. How to submit a claim G …
15. Clocking in and tracking attendance HR & Payroll … e log, and ask for a wrong day to be fixed. Your attendance lives in HR & Payroll → Me → Attendance . The page has three tabs: Tab Use it to Today Clock in and out, and see what ha …
16. Applying for leave HR & Payroll … e or a half day, and follow your request to approval. Leave lives in HR & Payroll → Me → Leave . The Leave page Tab What it shows Overview Your balances, what is coming up, and the …