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- 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 …
- 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 …
- Working with WhatsApp Chats Shared Inbox & Messenger Your team's shared WhatsApp inbox — reply, send templates, files and flows, hand over from the bot, and manage contacts. WhatsApp → Chats is a shared inbox: every conversation with …
- Managing team access Security & User Permissions Who can sign in to your workspace, what they can reach, and how roles and permissions decide it. Configuration → User Management lists who can sign in to your workspace, what they …
- Applying for leave HR & Payroll … a holiday or weekend Encashment Turn unused leave into pay Team calendar Who is away, and when How to apply for leave Go to Me → Leave and select Apply leave . Choose the leave ty …
- Introduction to AutoMyra Getting Started … rs, items you sell, subscriptions, and Lead Finder WhatsApp Chats, message templates, campaigns, flows, consent and the WhatsApp setup Automation The AI Chat Bot inbox and Bot Mana …
- Creating and managing support tickets Helpdesk & Support Tickets … er requests from your website, a shareable link or your own team, then assign, reply and resolve them. Support → Tickets holds everything your customers have asked for, and who owe …
- Getting started with HR & Payroll HR & Payroll … R. What managers add People with direct reports also see My Team : Who's Working , Team Attendance , Time Report and Team Leave . What HR runs Menu What is in it Employees All Empl …
- Connecting WhatsApp Business API WhatsApp Business API … message to your number to confirm it arrives in WhatsApp → Chats . Optional — flow encryption key If you use WhatsApp Flows , generate the flow encryption key from the same page. …
- Understanding the sales pipeline Leads & Sales Pipeline … very lead sits at one pipeline stage . The stages tell your team where each deal stands and what should happen next. Working stages A lead normally moves through these, in order: S …
- Managing tasks in Workboard Workboard & Task Management … track them in a list or on a board. Workboard is where your team keeps track of work. Every task belongs to a project . How to create a task Go to Workboard → Tasks and select New …
- Clocking in and tracking attendance HR & Payroll … vals → My requests . For managers and HR Managers see their team in My Team → Who's Working and Team Attendance . HR sees everyone in Time & Leave → Attendance Register .