SNYPTO CRM Help Center

Snypto 101

Snypto Glossary

Start the engine: Intro to Snypto and customer engagement

Lesson 1: Your first Snypto conversation

Lesson 2: Dashboard Basics

Lesson 3 (a): Mastering core features

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Setup Account

Creating a Snypto Account

Customizing your personal profile

Updating your General settings

Adding Agents

Adding inboxes

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Website Live Chat

Website live chat settings explained

How to install live chat using Google Tag Manager?

How to install live chat on a Docusaurus website?

How to install live chat on a Webflow website?

How to install live chat on a Gatsby website?

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Other Channels

How to setup a Facebook channel?

How to setup an Instagram channel?

How to setup a Twitter channel?

How to setup a WhatsApp channel?

How to setup an SMS channel?

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Features Explained

How to add labels?

How to use Agent bots?

Understanding Contacts

How to create saved reply templates with Canned Responses?

How to create and use custom attributes?

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Advanced Features Explained

How to use Conversation Filters?

How to use pre-chat forms?

How to use Campaigns?

How to create interactive messages?

How to use Automation?

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Apps and Integrations

How to bring your Dialogflow chatbot to Snypto?

How to use webhooks?

How to use Dashboard Apps?

How to enhance conversations with OpenAI integration?

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Reports

How to read Overview Reports (realtime)?

How to read CSAT Reports?

Reading Conversations, Agents, Labels, Inbox, and Team Reports.

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Help Center

How to set up a Help Center?

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Best Practices

Assigning conversations in a round-robin fashion

Working with command bar

Working with keyboard shortcuts

Group your contacts into custom segments

Group chats with filters, save as folders

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Other Topics

Which cookies are used by Snypto?

Mobile app for Android

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White Label

Setting Up Instagram Account

Setting Up Facebook

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