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Tag: For Users

Categories

  • Agentic Ailune
    • Users
    • How to manage Ailune widget chats?
  • Profile
    • Users
    • How do I manage my profile information?
    • How do I edit my user information?
    • How do I change my profile password?
    • How do I view active sessions on my profile?
    • How do I manage notifications?
    • How do I change my account background?
  • Contacts
    • Users
    • How to add a new contact?
    • How to edit a contact?
    • How to view a contact’s full information?
    • How to import contacts from a CSV file?
  • Notes & Cloud Files
    • Users
    • How to create a note?
    • How to edit a note?
    • How to view a note?
    • How to create a cloud file?
    • How to manage a cloud file?
    • How to generate a public link to upload files for a client?
  • CRM
    • Users
    • How to quickly add a lead?
    • Can I group my prospects?
    • How to convert a client into a prospect to sell another product?
    • I’m the Sales Manager and have several sales executives, how can I reassign a lead from one to another?
    • How do I move a lead between different CRM steps?
    • How do I register an event or activity for a prospect?
    • How can I view the list of products and services?
  • Billing
    • Users
    • How to create an invoice?
    • How to print an invoice?
    • How to download an invoice as a PDF?
    • How to resend an invoice?
    • How to pay an invoice?
    • How to view the list of payments?
    • How to view the list of receipts?
    • How to add a receipt?
    • How to import invoices from Quickbooks?
    • How to Manage and Log Expenses?
    • How to View and Manage the Operational Ledger?
  • Quote Flow
    • Users
    • How to send a quote?
    • How to generate an invoice from a quote?
    • How to view quote details?
    • How to download a quote as a PDF file?
    • How to generate a report of quotes?
  • Tasks
    • Users
    • How to add a task?
    • How to add a project?
    • How to start and stop task time?
    • How to add a sub-task?
    • How to change a task’s status?
    • How to Navigate and Switch Task List Views?
  • ClockEase & Payroll
    • Users
    • How to punch in and out?
    • How to request time off?
  • Phone Hub
    • Users
    • How to make a call?
    • How to send a text message?
    • How to check voicemails?
    • How to manage my voicemails?
    • How do I mark a text message as unread?
    • How to Manage and Configure Voicemail Greetings?
    • How to Use AI Actions for Text Messages?
    • How to Manage Text Message Reports?
    • How to Use AI for Your Voicemails?
    • How to Manage SMS Conversations?
    • How to Use AI Features for Your Text Messages?
    • How to Translate Incoming Text Messages?
    • How to manage SMS campaigns?
    • How to Use Templates in Text Messages?
    • How to Schedule Text Messages for Later Delivery?
  • Booking Hub
    • Users
    • How to add an event type?
    • How to manage event types?
    • How to edit event types?
  • Fleet Hub
    • Users
    • How to add a vehicle?
    • How to register vehicle maintenance?
    • How to add a checkpoint to a vehicle?
    • How to set a reminder for a vehicle?
    • How to report an issue with a vehicle?
    • How to view full vehicle information?
  • HireFlow
    • Users
    • How to create an applicant form?
    • How to share or embed my application form?
    • How to review candidates?
    • How to schedule an interview to a candidate?
    • How to verify candidates?
  • Cybix AI
    • Users
    • How to use Cybix AI?
  • Connect
    • Users
    • How to send a message?
    • How to add a user to the chat?
    • How to use AI in a message?
  • Sales & Operations
    • Users
    • How to create a new work order?
    • How to monitor and filter purchase orders?
    • How to view and filter sales commissions and bonuses?
    • How to add and manage referrals?
    • How to copy and distribute the system referral link?
    • How to view and check the services and products price list?
  • Video Meeting
    • Users
    • How to generate Google Meet links?
    • How to manage recordings and transcriptions in Google Meet?
    • How to generate Zoom meeting links?
    • How to manage recordings and transcriptions in Zoom?
  • Cybix App
    • Users
    • Navigation & Menus Guide
    • How to Make a Call Using the App?
    • How to Send Text Messages Using the App?
    • How to Manage Your Voicemails Using the App?
    • How to set up your voicemail greeting in the app?
    • How to create an invoice using the app?
    • How to access billing reports using the app?
    • How to use different views in tasks module in the app?
    • How to create a task using the app?
    • How to log time on a task in the app
    • How to Create a New Booking Event in the app?
    • How to Use and Share Your Public Booking Links in the app?
    • How to Create Applicant Forms in the app?
    • How to Create a New Contact Using the App?
    • How to Create Notes Using the App?
    • How to Upload Documents to Cloud Files using the app?
    • How to Send Messages in Connect using the app?
    • How to Use Cybix AI Within the App?
    • How to Create a Vehicle using the app?
    • How to register a vehicle maintenance using the app?
    • How to report a vehicle issue using the app?
    • How to create a reminder for a vehicle using the app?
    • How to create a checkpoint for a vehicle using the app?
    • How to view the attendance calendar in Clockease using the app?
    • How to monitor team status using the punchboard in the app?
    • How to request time off in Clockease using the app?
    • How to create a prospect in CRM using the app?
    • How to move stages and change statuses in CRM using the app?
  • About the development company.
    • Users
    • What is Cybix?
    • What is CyberGlobalNet?

How to manage Ailune widget chats?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to move stages and change statuses in CRM using the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to create a prospect in CRM using the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to request time off in Clockease using the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to monitor team status using the punchboard in the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to view the attendance calendar in Clockease using the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to create a checkpoint for a vehicle using the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to create a reminder for a vehicle using the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to report a vehicle issue using the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

How to register a vehicle maintenance using the app?

Ailune works as an intelligent agent designed to respond, log interactions, and assist your team. In the main menu located on the left sidebar, click on the

Continue Reading

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