{"data":{"id":"1015","string_id":"cvjZlG","status":"1","parent_id":"0","slug":"cvjZlG","order":"12","name":"02 Get Started","type":"1","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","author":"","published_time":"1679304040","add_time":"1679304040","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","tags":[],"child":[{"id":"1016","string_id":"uh3EPF","status":"1","parent_id":"1015","slug":"uh3EPF","order":"0","name":"WhatsApp Use Tutorial\uff08New users must read.\uff09","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304041","add_time":"1679304041","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1016","content":"

This article is mainly for the tutorial on the use of platform accounts purchased in salesmartly.<\/p>\n\n\n\n

1. Purchase<\/h1>\n\n\n\n
To use Whatsapp group messaging, you need to have a paid package before you can use it. You can choose the professional version or the business version. There are differences in the number of available members and available numbers. For details, you can check this: https:\/\/www.salesmartly.com\/pricing \/<\/a><\/p>\n\n\n\n
<\/p>
You can go to [Settings] \u2013 [Cost Center], select the package you need to purchase a paid package.After purchasing the package, inform the SalesSmartly customer service staff who connect with you: your project name. The project name can be seen below the avatar in the upper right corner.<\/p>\n\n\n\n
<\/p>
After submitting the project, go to [Settings]\u2013[Whatsapp]\u2013[Recharge] in the upper right corner, and the number will be assigned after recharging the pre-charged amount.<\/p>\n\n\n\n
<\/p>
Note: If you have doubts about the recharge amount, you can go to [Settings] \u2013 [WhatsApp] \u2013 [Price Calculator], select the country\/region to be sent, and fill in the number of messages to be sent to check the required recharge amount .<\/strong><\/p>\n\n\n\n
<\/p>

2. WhatsApp number configuration<\/h1>\n\n\n\n
After the number is sent, [Settings]\u2013[WhatsApp]\u2013Turn the number status on.<\/p>\n\n\n\n
<\/p>
After opening the whatsApp number, click \u201cContacts\u201d, click \u201cImport\u201d and click \u201cwhatsApp\u201d to choose to use an Excel file or directly copy the number to import.<\/p>\n\n\n\n
<\/p>
(1) Excel fileClick to download the Excel file and fill in the number in the phone column.Note: The filling rule is area code + number, for example: 16565656565; delete the first example after inputting.<\/strong><\/p>\n\n\n\n
<\/p>
Click on the upload file location, select the file to upload, after uploading, select the newly activated account or other number in the \u201cattribute whatsapp account\u201d, confirm the information and click submit.<\/p>\n\n\n\n
<\/p>
(2) Manual inputSelect manual input, the input number format is area code mobile phone number, for example: 113131313131, if there are multiple numbers, click Enter and it will branch, and you can enter it again.<\/p>\n\n\n\n
<\/p>
3.Request a WhatsApp message template<\/h2>\n\n\n\n
In [Message Broadcasting] \u2013 [WS Message Template] \u2013 [Add New Template], users can apply for a new message template.<\/p>\n\n\n\n
<\/p>
After clicking \u201cAdd New Template\u201d, fill in the template name, template label, application account, template type and other information, click \u201cSubmit\u201d after completion and wait for review.<\/p>\n\n\n\n
<\/p>
4. WhatsApp Mass Messaging<\/h2>\n\n\n\n
Click Message Broadcast, click Create Broadcast.<\/p>\n\n\n\n
<\/p>
Click Filter to select the customers to be sent by checking \u201cSelect All on This Page\u201d, \u201cSelect Multiple\u201d, \u201cAdvanced Filter\u201d, and \u201cAll Customers\u201d. After confirmation, click OK to filter.<\/p>\n\n\n\n
<\/p>
Check whether there are invalid customers after screening. If there are invalid customers, please change other screening items.<\/p>\n\n\n\n
<\/p>\n\n\n
Select a template, select the template to be sent this time, and you can change it after selection, or enter a number to test whether it can be sent successfully.<\/p>\n\n\n\n
<\/p>
<\/p>
5. View message broadcast effect<\/h1>\n\n\n\n
After sending a message broadcast, you can view the effect of the broadcast at [Campaigns] \u2013 [Message Broadcast], such as the number of people scheduled to send, the number of successful people, delivery rate and other data, so that users can clearly grasp the reach of each message broadcast The effect, so that every broadcast can be traced, help users quickly gain insight into the marketing effect of news broadcast, constantly iterate broadcast content, and improve the efficiency of marketing conversion.<\/p>\n\n\n\n
<\/p>
Click \u201cInsights\u201d in a broadcast plan to view the details of a single plan and the effect of reaching the broadcast audience.<\/p>\n\n\n\n
<\/p>","pure_content":"This article is mainly for the tutorial on the use of platform accounts purchased in salesmartly.\n\n\n\n1. Purchase\n\n\n\nTo use Whatsapp group messaging, you need to have a paid package before you can use it. You can choose the professional version or the business version. There are differences in the number of available members and available numbers. For details, you can check this: https:\/\/www.salesmartly.com\/pricing \/\n\n\n\nYou can go to [Settings] \u2013 [Cost Center], select the package you need to purchase a paid package.After purchasing the package, inform the SalesSmartly customer service staff who connect with you: your project name. The project name can be seen below the avatar in the upper right corner.\n\n\n\nAfter submitting the project, go to [Settings]\u2013[Whatsapp]\u2013[Recharge] in the upper right corner, and the number will be assigned after recharging the pre-charged amount.\n\n\n\nNote: If you have doubts about the recharge amount, you can go to [Settings] \u2013 [WhatsApp] \u2013 [Price Calculator], select the country\/region to be sent, and fill in the number of messages to be sent to check the required recharge amount .\n\n\n\n2. WhatsApp number configuration\n\n\n\nAfter the number is sent, [Settings]\u2013[WhatsApp]\u2013Turn the number status on.\n\n\n\nAfter opening the whatsApp number, click \u201cContacts\u201d, click \u201cImport\u201d and click \u201cwhatsApp\u201d to choose to use an Excel file or directly copy the number to import.\n\n\n\n(1) Excel fileClick to download the Excel file and fill in the number in the phone column.Note: The filling rule is area code + number, for example: 16565656565; delete the first example after inputting.\n\n\n\nClick on the upload file location, select the file to upload, after uploading, select the newly activated account or other number in the \u201cattribute whatsapp account\u201d, confirm the information and click submit.\n\n\n\n(2) Manual inputSelect manual input, the input number format is area code mobile phone number, for example: 113131313131, if there are multiple numbers, click Enter and it will branch, and you can enter it again.\n\n\n\n3.Request a WhatsApp message template\n\n\n\nIn [Message Broadcasting] \u2013 [WS Message Template] \u2013 [Add New Template], users can apply for a new message template.\n\n\n\nAfter clicking \u201cAdd New Template\u201d, fill in the template name, template label, application account, template type and other information, click \u201cSubmit\u201d after completion and wait for review.\n\n\n\n4. WhatsApp Mass Messaging\n\n\n\nClick Message Broadcast, click Create Broadcast.\n\n\n\nClick Filter to select the customers to be sent by checking \u201cSelect All on This Page\u201d, \u201cSelect Multiple\u201d, \u201cAdvanced Filter\u201d, and \u201cAll Customers\u201d. After confirmation, click OK to filter.\n\n\n\nCheck whether there are invalid customers after screening. If there are invalid customers, please change other screening items.\n\n\n\n\n\n\nSelect a template, select the template to be sent this time, and you can change it after selection, or enter a number to test whether it can be sent successfully.\n\n\n\n5. View message broadcast effect\n\n\n\nAfter sending a message broadcast, you can view the effect of the broadcast at [Campaigns] \u2013 [Message Broadcast], such as the number of people scheduled to send, the number of successful people, delivery rate and other data, so that users can clearly grasp the reach of each message broadcast The effect, so that every broadcast can be traced, help users quickly gain insight into the marketing effect of news broadcast, constantly iterate broadcast content, and improve the efficiency of marketing conversion.\n\n\n\nClick \u201cInsights\u201d in a broadcast plan to view the details of a single plan and the effect of reaching the broadcast audience.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304041","update_time":"1679304157"},"pure_content":"This article is mainly for the tutorial on the use of platform accounts purchased in salesmartly.\n\n\n\n1. Purchase\n\n\n\nTo use Whatsapp group messaging, you need to have a paid package before you can use"},{"id":"1017","string_id":"CfBsBF","status":"1","parent_id":"1015","slug":"CfBsBF","order":"0","name":"Facebook chat list guide","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304041","add_time":"1679304041","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1017","content":"
1. Multi account homepage management<\/h2>\n\n\n\n
In [Settings] \u2013 [Channel] \u2013 [Messenger&Comments], bind your authorized Facebook account and home page, and you can manage multiple home pages on the SalesSmartly platform, achieve one-stop chat, receive, send and process Messenger messages and home page post comments on multiple home pages. You don\u2019t have to switch the homepage repeatedly to reply to user messages, which helps you reply to Messenger and home page post comments more easily and quickly.<\/p>\n\n\n\n
<\/p>
In the chat interface, it supports one-stop chat with multiple homepage messages. You can quickly filter the conversation messages of the corresponding homepage and view the channel name and basic user information to which the user belongs. Messenger channel supports sending content in text, picture, audio, video and other formats, and Facebook post comment message supports likes, comments back, comments deletion and hidden comments.<\/p>\n\n\n\n
<\/p>
2. Customer service chat function point<\/h2>\n\n\n\n
Support for handling Messenger messages after more than 24 hours<\/li><\/ul>
On SalesSmartly, the customer service only needs to select the tag related to the content to send the message after 24 hours of Messenger processing.<\/p>\n\n\n\n
<\/p>
Support to view the source of ad posts when users initiate chat<\/li><\/ul>
In the chat interface, you can view which ad post the user came in to chat with you, understand in depth what makes the user interact with the brand, and help you analyze the effect of the ad post and improve the user\u2019s portrait. In this way, when chatting, you can carry out targeted chat according to the advertising posts when users start chatting, which can promote a high order rate.<\/p>\n\n\n\n
<\/p>
Support multi language real-time translation<\/li><\/ul>
Salesmartly supports real-time translation of all messages or single messages in multiple languages, so that you can quickly understand the meaning expressed by users when chatting. It can overcome language barriers and help you chat better.<\/p>\n\n\n\n
<\/p>
Support tagging visitor tags<\/li><\/ul>
When you chat with users, you can tag them, such as \u201cintended users\u201d, \u201cpotential users\u201d, etc. After labeling, it is more convenient to send messages or emails to users in groups.<\/p>\n\n\n\n
<\/p>
Support sending FAQs<\/li><\/ul>
Improve the common questions and answers through [Knowledge Base]. After the robot hosting is enabled, when the questions asked by the user match the knowledge base, the robot will reply to the user\u2019s message according to the answers set in the knowledge base.In the chat interface, you can click \u201cSend FAQ\u201d and directly select the answer content in the knowledge base to reply to the user message. Use FAQs to improve the efficiency of replies, so that you can quickly reply to common and repeated questions.<\/p>\n\n\n\n
<\/p>\n\n\n
3. Bulk messaging<\/h2>\n\n\n\n
Support mass sending of messages from Messenger, Line, Whatsapp and other channels to users (Whatsapp can manually upload number lead packages for multi batch mass sending).In [Contacts], filter out the Messenger users, check the users in batch and click \u201cMass Message\u201d to send messages to the target customer group. Mass message content supports text, pictures and attachments.<\/p>\n\n\n\n
<\/p>
4. Robot automatic response<\/h2>\n\n\n\n
With robot automation, you can greatly improve the efficiency of handling visitor messages and solving visitor problems, and help you increase sales.When setting automation, there are general triggers, such as \u201ckeyword\u201d, \u201cinquiry order\u201d, \u201clogistics policy\u201d, etc. The message sent by the user contains the keyword, inquiry order or logistics policy information you set, and the action is triggered. There are also triggers specifically for Facebook, namely \u201cclick on ads\u201d, \u201cmessenger address\u201d, and \u201cMessenger chat plug-in\u201d. That is, when users click on the ads in your home page, click on the Messenger link, or open the Messenger chat plug-in, the following processes will be triggered, such as sending messages to users, assigning customer service to them, replying to Facebook comments, etc.SaleSmarly also provides you with an automatic template specially applied to Facebook, namely [FB comment auto reply], which can automatically reply to comments, delete comments, hide comments, etc. according to the FB homepage comment intention. In addition to this template, there are other templates for you to use in Fb chat, such as [Product Consultation Template], [Consultation Order Template], and [Logistics Policy Template] to quickly process Messenger messages or home page post comments.You can also select the condition of \u201cSpecify Home Page Posts\u201d, select the applicable posts for specific operations, so that you can distinguish posts, and carry out targeted content recovery and strategies for different posts. For example, for different advertisement posts, you can automatically send different product links.<\/p>\n\n\n\n
<\/p>
5. Team collaboration and conversation<\/h2>\n\n\n\n
Meet the collaboration process of large-scale customer service team<\/li><\/ul>
The new session message is in robot managed\/unassigned status by default. It supports the customer service agent to manually access and automatically assign the session message to the agent name, while meeting the multi person collaboration scenarios such as transferring the session to other role customer service. At the same time, the customer service personnel can end the conversation message and mark the conversation tag, which is convenient for the conversation archiving to chat with the supervisor for quality inspection.<\/p>\n\n\n\n
<\/p>
Support subdivision of customer service authority<\/li><\/ul>
It supports the configuration of customer service functions and data permissions. The customer service can manage its own session messages, view the information of the corresponding contact, and set other customer service sessions invisible. It realizes the isolation of customer service session data, ensures the privacy of customer service sessions, and is conducive to personal performance statistics.<\/p>\n\n\n\n
Session archiving and quality inspection<\/li><\/ul>
After the session is over, you can view the session record, user rating and user feedback in the Session Management to facilitate supervisors\u2019 supervision, chat quality inspection and performance rating. In addition, you can also \u201cchat back\u201d to restart chatting with users.<\/p>\n\n\n\n
<\/p>
6. Mobile device reply<\/h2>\n\n\n\n
Support applet and APP to process messages, and official account can receive new message notifications in real time<\/li><\/ul>
Make it easier for you to handle Messenger messages and home page post messages<\/p>\n\n\n\n
<\/p>\n\n\n
The following is the QR code of SalesSmartly\u2019s official account, applet and Android application:<\/li><\/ul>
<\/p>","pure_content":"1. Multi account homepage management\n\n\n\nIn [Settings] \u2013 [Channel] \u2013 [Messenger&Comments], bind your authorized Facebook account and home page, and you can manage multiple home pages on the SalesSmartly platform, achieve one-stop chat, receive, send and process Messenger messages and home page post comments on multiple home pages. You don\u2019t have to switch the homepage repeatedly to reply to user messages, which helps you reply to Messenger and home page post comments more easily and quickly.\n\n\n\nIn the chat interface, it supports one-stop chat with multiple homepage messages. You can quickly filter the conversation messages of the corresponding homepage and view the channel name and basic user information to which the user belongs. Messenger channel supports sending content in text, picture, audio, video and other formats, and Facebook post comment message supports likes, comments back, comments deletion and hidden comments.\n\n\n\n2. Customer service chat function point\n\n\n\nSupport for handling Messenger messages after more than 24 hoursOn SalesSmartly, the customer service only needs to select the tag related to the content to send the message after 24 hours of Messenger processing.\n\n\n\nSupport to view the source of ad posts when users initiate chatIn the chat interface, you can view which ad post the user came in to chat with you, understand in depth what makes the user interact with the brand, and help you analyze the effect of the ad post and improve the user\u2019s portrait. In this way, when chatting, you can carry out targeted chat according to the advertising posts when users start chatting, which can promote a high order rate.\n\n\n\nSupport multi language real-time translationSalesmartly supports real-time translation of all messages or single messages in multiple languages, so that you can quickly understand the meaning expressed by users when chatting. It can overcome language barriers and help you chat better.\n\n\n\nSupport tagging visitor tagsWhen you chat with users, you can tag them, such as \u201cintended users\u201d, \u201cpotential users\u201d, etc. After labeling, it is more convenient to send messages or emails to users in groups.\n\n\n\nSupport sending FAQsImprove the common questions and answers through [Knowledge Base]. After the robot hosting is enabled, when the questions asked by the user match the knowledge base, the robot will reply to the user\u2019s message according to the answers set in the knowledge base.In the chat interface, you can click \u201cSend FAQ\u201d and directly select the answer content in the knowledge base to reply to the user message. Use FAQs to improve the efficiency of replies, so that you can quickly reply to common and repeated questions.\n\n\n\n\n\n\n3. Bulk messaging\n\n\n\nSupport mass sending of messages from Messenger, Line, Whatsapp and other channels to users (Whatsapp can manually upload number lead packages for multi batch mass sending).In [Contacts], filter out the Messenger users, check the users in batch and click \u201cMass Message\u201d to send messages to the target customer group. Mass message content supports text, pictures and attachments.\n\n\n\n4. Robot automatic response\n\n\n\nWith robot automation, you can greatly improve the efficiency of handling visitor messages and solving visitor problems, and help you increase sales.When setting automation, there are general triggers, such as \u201ckeyword\u201d, \u201cinquiry order\u201d, \u201clogistics policy\u201d, etc. The message sent by the user contains the keyword, inquiry order or logistics policy information you set, and the action is triggered. There are also triggers specifically for Facebook, namely \u201cclick on ads\u201d, \u201cmessenger address\u201d, and \u201cMessenger chat plug-in\u201d. That is, when users click on the ads in your home page, click on the Messenger link, or open the Messenger chat plug-in, the following processes will be triggered, such as sending messages to users, assigning customer service to them, replying to Facebook comments, etc.SaleSmarly also provides you with an automatic template specially applied to Facebook, namely [FB comment auto reply], which can automatically reply to comments, delete comments, hide comments, etc. according to the FB homepage comment intention. In addition to this template, there are other templates for you to use in Fb chat, such as [Product Consultation Template], [Consultation Order Template], and [Logistics Policy Template] to quickly process Messenger messages or home page post comments.You can also select the condition of \u201cSpecify Home Page Posts\u201d, select the applicable posts for specific operations, so that you can distinguish posts, and carry out targeted content recovery and strategies for different posts. For example, for different advertisement posts, you can automatically send different product links.\n\n\n\n5. Team collaboration and conversation\n\n\n\nMeet the collaboration process of large-scale customer service teamThe new session message is in robot managed\/unassigned status by default. It supports the customer service agent to manually access and automatically assign the session message to the agent name, while meeting the multi person collaboration scenarios such as transferring the session to other role customer service. At the same time, the customer service personnel can end the conversation message and mark the conversation tag, which is convenient for the conversation archiving to chat with the supervisor for quality inspection.\n\n\n\nSupport subdivision of customer service authorityIt supports the configuration of customer service functions and data permissions. The customer service can manage its own session messages, view the information of the corresponding contact, and set other customer service sessions invisible. It realizes the isolation of customer service session data, ensures the privacy of customer service sessions, and is conducive to personal performance statistics.\n\n\n\nSession archiving and quality inspectionAfter the session is over, you can view the session record, user rating and user feedback in the Session Management to facilitate supervisors\u2019 supervision, chat quality inspection and performance rating. In addition, you can also \u201cchat back\u201d to restart chatting with users.\n\n\n\n6. Mobile device reply\n\n\n\nSupport applet and APP to process messages, and official account can receive new message notifications in real timeMake it easier for you to handle Messenger messages and home page post messages\n\n\n\n\n\n\nThe following is the QR code of SalesSmartly\u2019s official account, applet and Android application:","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304041","update_time":"1679304169"},"pure_content":"1. Multi account homepage management\n\n\n\nIn [Settings] \u2013 [Channel] \u2013 [Messenger&Comments], bind your authorized Facebook account and home page, and you can manage multiple home pages on the SalesSm"},{"id":"1018","string_id":"mp77OL","status":"1","parent_id":"1015","slug":"mp77OL","order":"0","name":"Register & Login","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304041","add_time":"1679304041","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1018","content":"
When using the SalesSmartly system for the first time, you need to register your account first.<\/p>\n\n\n\n
1. Register<\/h2>\n\n\n\n
\u2460 Click the following link to enter the SalesSmartly official website: SaleSmartly-Customer Service,Automated Marketing,Email Platform<\/a><\/p>\n\n\n\n
\u2461 Click \u201cSign Up Free\u201d.<\/p>\n\n\n\n
<\/p>
\u2462 Choose a way to register<\/p>\n\n\n\n
Now we support three ways to register: Account, Email, and WeChat QR code.<\/p>\n\n\n\n
<\/p>
<\/p>
<\/p>
\u2463 Improve the information, fill in the project name and invitation code (not required)<\/p>\n\n\n\n
<\/p>
\u2464After successful registration, you can select a channel to access the experience immediately.<\/p>\n\n\n\n
<\/p>
\u2465You can also click $\"\u5c0fS\"$ \u2013 [account information] to enter the account information editing page, and set the account name, bind email, and bind WeChat. (That is, if you register with an account, you can bind email and WeChat, and you can also log in to SalesSmartly in the email\/WeChat mode later)<\/p>\n\n\n\n
<\/p>
In addition, you can also find SalesSmartly through the application market of independent stations, authorize the installation and use, or register a SalesSmartly account.Note: Currently, SalesSmartly can be installed in Shopify, Shopuzza, Shopyy, Shopline, MeShop, WordPress, OpenCart, Shoptop, oemsaas, and BigCommerce independent station application stores.<\/strong><\/p>\n\n\n\n
2. Log In<\/h2>\n\n\n\n
\u2460 After the registration is completed, the next time you use the SalesSmartly system, you can click Login Now.<\/p>\n\n\n\n
<\/p>
\u2461 According to the existing account, select account secret login or WeChat scanning login.<\/p>\n\n\n\n
<\/p>","pure_content":"When using the SalesSmartly system for the first time, you need to register your account first.\n\n\n\n1. Register\n\n\n\n\u2460 Click the following link to enter the SalesSmartly official website: SaleSmartly-Customer Service,Automated Marketing,Email Platform\n\n\n\n\u2461 Click \u201cSign Up Free\u201d.\n\n\n\n\u2462 Choose a way to register\n\n\n\nNow we support three ways to register: Account, Email, and WeChat QR code.\n\n\n\n\u2463 Improve the information, fill in the project name and invitation code (not required)\n\n\n\n\u2464After successful registration, you can select a channel to access the experience immediately.\n\n\n\n\u2465You can also click \u2013 [account information] to enter the account information editing page, and set the account name, bind email, and bind WeChat. (That is, if you register with an account, you can bind email and WeChat, and you can also log in to SalesSmartly in the email\/WeChat mode later)\n\n\n\nIn addition, you can also find SalesSmartly through the application market of independent stations, authorize the installation and use, or register a SalesSmartly account.Note: Currently, SalesSmartly can be installed in Shopify, Shopuzza, Shopyy, Shopline, MeShop, WordPress, OpenCart, Shoptop, oemsaas, and BigCommerce independent station application stores.\n\n\n\n2. Log In\n\n\n\n\u2460 After the registration is completed, the next time you use the SalesSmartly system, you can click Login Now.\n\n\n\n\u2461 According to the existing account, select account secret login or WeChat scanning login.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304041","update_time":"1679304175"},"pure_content":"When using the SalesSmartly system for the first time, you need to register your account first.\n\n\n\n1. Register\n\n\n\n\u2460 Click the following link to enter the SalesSmartly official website: SaleSmartly-Cus"},{"id":"1019","string_id":"wyp4EM","status":"1","parent_id":"1015","slug":"wyp4EM","order":"0","name":"How to modify an account and password","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304041","add_time":"1679304041","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1019","content":"
If you want to change your account password, SalesSmartly provides you with two ways:<\/p>\n\n\n\n
\u2460 Forgot password<\/p>\n\n\n\n
If you forget your password when logging in, you can click \u201cForgot Password\u201d on the login page, and fill in your email address, verification code and password according to the prompts.<\/p>\n\n\n\n
<\/p>
\u2461 Account information modification<\/p>\n\n\n\n
You can also click [Personal Portrait] \u2013 [Account Information Modification] in the upper right corner of the background to enter the account information editing page to modify email, password and other information.<\/p>\n\n\n\n
<\/p>","pure_content":"If you want to change your account password, SalesSmartly provides you with two ways:\n\n\n\n\u2460 Forgot password\n\n\n\nIf you forget your password when logging in, you can click \u201cForgot Password\u201d on the login page, and fill in your email address, verification code and password according to the prompts.\n\n\n\n\u2461 Account information modification\n\n\n\nYou can also click [Personal Portrait] \u2013 [Account Information Modification] in the upper right corner of the background to enter the account information editing page to modify email, password and other information.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304041","update_time":"1679304177"},"pure_content":"If you want to change your account password, SalesSmartly provides you with two ways:\n\n\n\n\u2460 Forgot password\n\n\n\nIf you forget your password when logging in, you can click \u201cForgot Password\u201d on the login"},{"id":"1020","string_id":"gEvXuY","status":"1","parent_id":"1015","slug":"gEvXuY","order":"0","name":"Add a Chat Plugin","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304042","add_time":"1679304042","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1020","content":"
You can create a chat plugin at\u3010Setting\u3011-\u3010Chat plugin\u3011.After creating that chat plugin, you can set the plugin in terms of style, whether to collect information from users, integration portal configuration, etc. After setting, you can click \u201cPreview\u201d to see the effect.<\/p>\n\n\n\n
<\/p>
Plugin decoration: <\/strong>design the style of the plugin, including plugin name, chat background box color, avatar, window name, plugin location, etc..<\/li><\/ul>
Information survey: <\/strong>By setting up \u201cpre-chat survey\u201d and \u201coffline information\u201d, you can collect the user\u2019s name, cell phone number, email address, etc..<\/li><\/ul>
Leads widget: <\/strong>You can display multiple chat widgets in the webpage, including our customer service plugin, Messenger, Line, WhatsApp, Email, thus will display the chat widget of the webpage in the picture below, helping you to achieve the effect of driving traffic.<\/li><\/ul>
<\/p>
After setting up the plug-in, you can install the plug-in on your website in the following way.<\/p>\n\n\n\n
If you have your own station, you can install SaleSmartly on your website via JavaScript code.<\/li><\/ul>
1) Copy the code: At [Setting] \u2013 [Channel] \u2013 [Chat Plugin], select the plugin you want to install in the list and copy its code; or at [Setting] \u2013 [Chat Plugin] \u2013 [Edit Plugin], Come to [ Integrated\/Installation<\/strong> ], you can also get the code.<\/p>\n\n\n\n
2) Install SaleSmartly on your own station: After visiting the server hosting the site, find the file containing the tag (usually index, please consult the site\u2019s development engineer for details), open the file, paste the JavaScript code in front of the tag, and save the changes to take effect for successful installation.<\/p>\n\n\n\n
<\/p>\n\n\n
Plugins can be installed on various sites, including in Shopline, Shoplazza, Shopify, Shopyy, etc.<\/li><\/ul>
<\/p>
The following shows how to install SaleSmartly in your ShopLine app store and other standalone sites as well.<\/p>\n\n\n\n
Step 1: After logging in to ShopLine, go to \u2018Applications\u2019 \u2013 \u2018Marketing Tools\u2019 module and find Salesmartly.Step 2: Click on \u201cGo to use\u201d to enter the authorization instruction page.Step 3: Click \u2018Authorize and Install\u2019 to jump to SaleSmartly registration and login page, SaleSmartly login can be successfully installed.Step 4: Bind the plugin successfully.<\/p>\n\n\n\n
<\/p>","pure_content":"You can create a chat plugin at\u3010Setting\u3011-\u3010Chat plugin\u3011.After creating that chat plugin, you can set the plugin in terms of style, whether to collect information from users, integration portal configuration, etc. After setting, you can click \u201cPreview\u201d to see the effect.\n\n\n\nPlugin decoration: design the style of the plugin, including plugin name, chat background box color, avatar, window name, plugin location, etc..Information survey: By setting up \u201cpre-chat survey\u201d and \u201coffline information\u201d, you can collect the user\u2019s name, cell phone number, email address, etc..Leads widget: You can display multiple chat widgets in the webpage, including our customer service plugin, Messenger, Line, WhatsApp, Email, thus will display the chat widget of the webpage in the picture below, helping you to achieve the effect of driving traffic.After setting up the plug-in, you can install the plug-in on your website in the following way.\n\n\n\nIf you have your own station, you can install SaleSmartly on your website via JavaScript code.1) Copy the code: At [Setting] \u2013 [Channel] \u2013 [Chat Plugin], select the plugin you want to install in the list and copy its code; or at [Setting] \u2013 [Chat Plugin] \u2013 [Edit Plugin], Come to [ Integrated\/Installation ], you can also get the code.\n\n\n\n2) Install SaleSmartly on your own station: After visiting the server hosting the site, find the file containing the tag (usually index, please consult the site\u2019s development engineer for details), open the file, paste the JavaScript code in front of the tag, and save the changes to take effect for successful installation.\n\n\n\n\n\n\nPlugins can be installed on various sites, including in Shopline, Shoplazza, Shopify, Shopyy, etc.The following shows how to install SaleSmartly in your ShopLine app store and other standalone sites as well.\n\n\n\nStep 1: After logging in to ShopLine, go to \u2018Applications\u2019 \u2013 \u2018Marketing Tools\u2019 module and find Salesmartly.Step 2: Click on \u201cGo to use\u201d to enter the authorization instruction page.Step 3: Click \u2018Authorize and Install\u2019 to jump to SaleSmartly registration and login page, SaleSmartly login can be successfully installed.Step 4: Bind the plugin successfully.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304042","update_time":"1679304181"},"pure_content":"You can create a chat plugin at\u3010Setting\u3011-\u3010Chat plugin\u3011.After creating that chat plugin, you can set the plugin in terms of style, whether to collect information from users, integration portal configur"},{"id":"1021","string_id":"f0Ko2B","status":"1","parent_id":"1015","slug":"f0Ko2B","order":"0","name":"Integration with Communication Channels","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304042","add_time":"1679304042","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1021","content":"
In SaleSmartly, you can chat with users from multiple channels, centrally manage contacts from each channel, and perform marketing reach. The following will teach you how to integrate Messenger and Facebook comments, Email, Line, WhatsApp, Telegram, Instagram on SaleSmartly, helping you communicate with users from different channels more effectively and conveniently!<\/p>\n\n\n\n
Integration with Facebook<\/li><\/ul>
\u2460 First you need to authorize a Facebook account to the platform<\/p>\n\n\n\n
\u2461 After logging in to your Facebook account, click on the identity of (your account name) to continue, check the homepage that needs to be bound, and then click [Next], select the operations that SaleSmartly can perform on the homepage (it is recommended to select \u201cYes\u201d for all) and click [Finish], after the authorization is complete, click [OK] to jump back to the SaleSmartly system, see the following sample figure.<\/p>\n\n\n\n
Step 1: After logging in to your Facebook account, click Continue as (your account name).Step 2: Check the homepage you need to bind.Step 3: Select the actions that SaleSmartly can perform on the homepage.Step 4: Authorization is complete.<\/p>\n\n\n\n
<\/p>\n\n\n
Integration with Instagram<\/strong><\/li><\/ul>
\u2460 First, add an Instagram account (note that the account name is filled in).\u2461 Authorize Facebook account (if Ins current homepage is not authorized, you need to authorize FB account first).\u2462 Click to jump to the corresponding FB page, and link your FB page to your Instagram account.\u2463 Bind your Instagram account on Facebook.\u2464 Turn your Instagram account into a business or creator account.<\/p>\n\n\n\n
<\/p>\n\n\n
Integration with Email<\/strong><\/li><\/ul>
Step 1: Add mailboxStep 2: Fill in the mailbox type, mailbox, authorization code and other informationStep 3: Check the mailbox folders that need to be synchronized (the emails of the checked folders will be synchronized to the system)<\/p>\n\n\n\n
How to get Email authorization code: please click<\/p>\n\n\n\n
<\/p>
How to integrate with Telegram: <\/li>
How to integrate with WhatsApp:<\/li>
How to integrate with Line:<\/li>
How to integrate with Slack:<\/li><\/ul>","pure_content":"In SaleSmartly, you can chat with users from multiple channels, centrally manage contacts from each channel, and perform marketing reach. The following will teach you how to integrate Messenger and Facebook comments, Email, Line, WhatsApp, Telegram, Instagram on SaleSmartly, helping you communicate with users from different channels more effectively and conveniently!\n\n\n\nIntegration with Facebook\u2460 First you need to authorize a Facebook account to the platform\n\n\n\n\u2461 After logging in to your Facebook account, click on the identity of (your account name) to continue, check the homepage that needs to be bound, and then click [Next], select the operations that SaleSmartly can perform on the homepage (it is recommended to select \u201cYes\u201d for all) and click [Finish], after the authorization is complete, click [OK] to jump back to the SaleSmartly system, see the following sample figure.\n\n\n\nStep 1: After logging in to your Facebook account, click Continue as (your account name).Step 2: Check the homepage you need to bind.Step 3: Select the actions that SaleSmartly can perform on the homepage.Step 4: Authorization is complete.\n\n\n\n\n\n\nIntegration with Instagram\u2460 First, add an Instagram account (note that the account name is filled in).\u2461 Authorize Facebook account (if Ins current homepage is not authorized, you need to authorize FB account first).\u2462 Click to jump to the corresponding FB page, and link your FB page to your Instagram account.\u2463 Bind your Instagram account on Facebook.\u2464 Turn your Instagram account into a business or creator account.\n\n\n\n\n\n\nIntegration with EmailStep 1: Add mailboxStep 2: Fill in the mailbox type, mailbox, authorization code and other informationStep 3: Check the mailbox folders that need to be synchronized (the emails of the checked folders will be synchronized to the system)\n\n\n\nHow to get Email authorization code: please click\n\n\n\nHow to integrate with Telegram: How to integrate with WhatsApp:How to integrate with Line:How to integrate with Slack:","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304042","update_time":"1679304183"},"pure_content":"In SaleSmartly, you can chat with users from multiple channels, centrally manage contacts from each channel, and perform marketing reach. The following will teach you how to integrate Messenger and Fa"},{"id":"1022","string_id":"mmZc5Q","status":"1","parent_id":"1015","slug":"mmZc5Q","order":"0","name":"Chat with Customers","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304042","add_time":"1679304042","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1022","content":"
\u2460 After logging in to the SalaSmartly background, you can go to [Settings] \u2013 [Chat Plug in] to create a plug-in. After setting the plug-in, enable the plug-in. When visitors send messages, you can go to the [Online Chat] interface to chat and interact with your customers.<\/p>\n\n\n\n
<\/p>
\u2461 If you want to test the plug-in after setting it, you can click \u201cPreview\u201d to enter the simulated chat interface, simulate the message sent by the visitor, and view the message sent in the [Online Chat] interface.<\/p>\n\n\n\n
<\/p>
\u2462 In addition to the system chat plug-in, you can also integrate the social media channel into SalesSmartly and \u201cenable\u201d the corresponding channel account. If users send messages on the social platform, you can view the messages sent in [Online Chat] and reply.Note: Social media channel integration can be viewed at the following link:Integration with Communications Channels \u2013 SaleSmartly Help Center<\/a><\/p>\n\n\n\n
<\/p>","pure_content":"\u2460 After logging in to the SalaSmartly background, you can go to [Settings] \u2013 [Chat Plug in] to create a plug-in. After setting the plug-in, enable the plug-in. When visitors send messages, you can go to the [Online Chat] interface to chat and interact with your customers.\n\n\n\n\u2461 If you want to test the plug-in after setting it, you can click \u201cPreview\u201d to enter the simulated chat interface, simulate the message sent by the visitor, and view the message sent in the [Online Chat] interface.\n\n\n\n\u2462 In addition to the system chat plug-in, you can also integrate the social media channel into SalesSmartly and \u201cenable\u201d the corresponding channel account. If users send messages on the social platform, you can view the messages sent in [Online Chat] and reply.Note: Social media channel integration can be viewed at the following link:Integration with Communications Channels \u2013 SaleSmartly Help Center","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304042","update_time":"1679304186"},"pure_content":"\u2460 After logging in to the SalaSmartly background, you can go to [Settings] \u2013 [Chat Plug in] to create a plug-in. After setting the plug-in, enable the plug-in. When visitors send messages, you can go"},{"id":"1023","string_id":"9VQBNe","status":"1","parent_id":"1015","slug":"9VQBNe","order":"0","name":"How to configure Google Translate API Key","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304043","add_time":"1679304043","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1023","content":"
1. Log in to the Google Cloud application page<\/h2>\n\n\n\n
Open Chrome, open the Google website in guest mode, click Sign in in the upper right corner, and start logging in to your Google account.<\/p>\n\n\n\n
<\/p>\n\n\n
If you have logged in to your Google account, you can jump directly to the Google Cloud application page: cloud.google.com<\/a>, select the website language Chinese-Simplified, and then click the blue button to start using it for free.<\/p>\n\n\n\n
<\/p>\n\n\n
2. Apply for Google Cloud<\/h2>\n\n\n\n
(1) Fill in the account information. First fill in the country\/region, here it is recommended to select the node IP location, for example, if you are using a UK proxy, the country will select the UK, and the US proxy used, the country\/region will select the United States. Once you\u2019ve selected a country, select the option that best matches your organization or needs. If you choose the company category, you can also get an additional $100 free trial (stacked on top of $300), but this step requires entering a business email.<\/p>\n\n\n\n
<\/p>\n\n\n
(2) Authentication and contact information, enter your phone number for post-authentication contact information. Google will send a text message with a 6-digit verification code to verify your identity and confirm your contact details in order to provide you with solutions that improve your Cloud experience. You will be charged at the standard rate. At the flag icon in front of the phone number, click the down arrow to pull down, select China +86, and fill in your domestic mobile phone number in the phone number. Once you receive the verification code, fill it out to continue to the next step.<\/p>\n\n\n\n
<\/p>\n\n\n
(3) Fill in the payment information verification. This step is the key to signing up for Google Cloud, which requires verification of credit card information and selection of account type individual.<\/p>\n\n\n\n
<\/p>\n\n\n
Once you\u2019ve selected your account type, you\u2019ll need to fill in your payment method, which is to add a credit or debit card. Enter the prepared credit card number, expiration date, and CVV 3-digit security code. If you have a PayPal, you can also add PayPal (note: Google Cloud does not seem to support domestic PayPal). Write the billing address and zip code of a registered region in the address bar. (This address will only be mailed if a paper bill is required after the actual expense has been incurred.) The billing address can be found on Google Maps or obtained in random address generation online. Tax information is not required, click Start Free Trial.<\/p>\n\n\n\n
After clicking Start Free Trial, you will receive an SMS or transaction reminder from the banking app. Google will charge the credit card $1 and then return it immediately, at this time, Google Cloud Google Cloud has successfully applied! Note: The first time you use a credit card for a US dollar transaction, the bank\u2019s credit card center will have a risk control call to ask if the transaction is operated by yourself, as long as the answer is yes.<\/p>\n\n\n\n
<\/p>\n\n\n
Your free trial comes with a $300 bonus that can be used over the next 90 days. Now you are logged in to the operating platform interface of Google Cloud. Before logging in, Google Cloud needs to do a small survey and answer 4 questions, of course, you can also choose to close. When you\u2019re done answering the questions, click Done. Google will then recommend a solution based on your interests to host your website through Google Cloud.<\/p>\n\n\n\n
You can try the solution or click Skip for now. At this point, the Google Cloud application has been completed, with a $300 bonus and a 90-day trial.<\/p>\n\n\n\n
3. Apply to activate the Google Translate API<\/h2>\n\n\n\n
(1) Click Select Project to create a new Translate API project and create the project. Then click Continue.<\/p>\n\n\n\n
<\/p>\n\n\n
(2) After clicking Continue, you will see the following screen, after entering your project name, click Create:<\/p>\n\n\n\n
<\/p>\n\n\n
(3) After the creation is successful, enter the page of the project.<\/p>\n\n\n\n
<\/p>\n\n\n
(4) Visit the Google Translate API page<\/a> and click \u201cEnable\u201d, that is, enable the Google Translate API under the project created earlier.<\/p>\n\n\n\n
<\/p>\n\n\n
(5) After enabling the Cloud Translation API, go to the API Management page, click \u201cCredentials\u201d \u2013 \u201cCreate Credential\u201d on the left, and select the API key, as shown in the following figure:<\/p>\n\n\n\n
<\/p>\n\n\n
(6) When you see the pop-up window below, that is, the API key of Google Cloud Translate has been successfully created, copy this API key.<\/p>\n\n\n\n
<\/p>\n\n\n
4. How to configure the Google Translate API in SaleSmartly<\/h2>\n\n\n\n
Log in to the SaleSmartly background, click [Basic Settings]-[Chat Settings]-[Translation Settings], open Settings, and enter the API key you just copied in the API key input box. After completion, click Save, the system will access Google Translate, and the number of translated characters will no longer be deducted.<\/p>\n\n\n\n
<\/p>","pure_content":"1. Log in to the Google Cloud application page\n\n\n\nOpen Chrome, open the Google website in guest mode, click Sign in in the upper right corner, and start logging in to your Google account.\n\n\n\n\n\n\nIf you have logged in to your Google account, you can jump directly to the Google Cloud application page: cloud.google.com, select the website language Chinese-Simplified, and then click the blue button to start using it for free.\n\n\n\n\n\n\n2. Apply for Google Cloud\n\n\n\n(1) Fill in the account information. First fill in the country\/region, here it is recommended to select the node IP location, for example, if you are using a UK proxy, the country will select the UK, and the US proxy used, the country\/region will select the United States. Once you\u2019ve selected a country, select the option that best matches your organization or needs. If you choose the company category, you can also get an additional $100 free trial (stacked on top of $300), but this step requires entering a business email.\n\n\n\n\n\n\n(2) Authentication and contact information, enter your phone number for post-authentication contact information. Google will send a text message with a 6-digit verification code to verify your identity and confirm your contact details in order to provide you with solutions that improve your Cloud experience. You will be charged at the standard rate. At the flag icon in front of the phone number, click the down arrow to pull down, select China +86, and fill in your domestic mobile phone number in the phone number. Once you receive the verification code, fill it out to continue to the next step.\n\n\n\n\n\n\n(3) Fill in the payment information verification. This step is the key to signing up for Google Cloud, which requires verification of credit card information and selection of account type individual.\n\n\n\n\n\n\nOnce you\u2019ve selected your account type, you\u2019ll need to fill in your payment method, which is to add a credit or debit card. Enter the prepared credit card number, expiration date, and CVV 3-digit security code. If you have a PayPal, you can also add PayPal (note: Google Cloud does not seem to support domestic PayPal). Write the billing address and zip code of a registered region in the address bar. (This address will only be mailed if a paper bill is required after the actual expense has been incurred.) The billing address can be found on Google Maps or obtained in random address generation online. Tax information is not required, click Start Free Trial.\n\n\n\nAfter clicking Start Free Trial, you will receive an SMS or transaction reminder from the banking app. Google will charge the credit card $1 and then return it immediately, at this time, Google Cloud Google Cloud has successfully applied! Note: The first time you use a credit card for a US dollar transaction, the bank\u2019s credit card center will have a risk control call to ask if the transaction is operated by yourself, as long as the answer is yes.\n\n\n\n\n\n\nYour free trial comes with a $300 bonus that can be used over the next 90 days. Now you are logged in to the operating platform interface of Google Cloud. Before logging in, Google Cloud needs to do a small survey and answer 4 questions, of course, you can also choose to close. When you\u2019re done answering the questions, click Done. Google will then recommend a solution based on your interests to host your website through Google Cloud.\n\n\n\nYou can try the solution or click Skip for now. At this point, the Google Cloud application has been completed, with a $300 bonus and a 90-day trial.\n\n\n\n3. Apply to activate the Google Translate API\n\n\n\n(1) Click Select Project to create a new Translate API project and create the project. Then click Continue.\n\n\n\n\n\n\n(2) After clicking Continue, you will see the following screen, after entering your project name, click Create:\n\n\n\n\n\n\n(3) After the creation is successful, enter the page of the project.\n\n\n\n\n\n\n(4) Visit the Google Translate API page and click \u201cEnable\u201d, that is, enable the Google Translate API under the project created earlier.\n\n\n\n\n\n\n(5) After enabling the Cloud Translation API, go to the API Management page, click \u201cCredentials\u201d \u2013 \u201cCreate Credential\u201d on the left, and select the API key, as shown in the following figure:\n\n\n\n\n\n\n(6) When you see the pop-up window below, that is, the API key of Google Cloud Translate has been successfully created, copy this API key.\n\n\n\n\n\n\n4. How to configure the Google Translate API in SaleSmartly\n\n\n\nLog in to the SaleSmartly background, click [Basic Settings]-[Chat Settings]-[Translation Settings], open Settings, and enter the API key you just copied in the API key input box. After completion, click Save, the system will access Google Translate, and the number of translated characters will no longer be deducted.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304043","update_time":"1679304195"},"pure_content":"1. Log in to the Google Cloud application page\n\n\n\nOpen Chrome, open the Google website in guest mode, click Sign in in the upper right corner, and start logging in to your Google account.\n\n\n\n\n\n\nIf you"},{"id":"1024","string_id":"zJqk17","status":"1","parent_id":"1015","slug":"zJqk17","order":"0","name":"Set up Robot Automation","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304043","add_time":"1679304043","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1024","content":"
Set up an automated response process, the robot can help you to reply to visitor messages, solve visitors\u2019 initial doubts, guide visitors to place orders, etc., for example:<\/p>\n\n\n\n
When a new visitor opens a new session, the robot takes the initiative to send a welcome message.<\/li>
When visitors inquire about orders, logistics and other information, the robot can guide visitors to self-service inquiries about the information.<\/li>
When a visitor visits a specific page, the robot can push discount cards and collect mailboxes for remarketing.<\/li><\/ul>
This setup will improve the efficiency of customer inquiries and reduce the rate of customer complaints. Try creating and using automated processes to reply to users\u2019 messages!<\/p>\n\n\n\n
\u2460 Click on \u201cCreate Process\u201d in \u201cAutomation\u201d.\u2461 Click the \u201cTrigger\u201d panel, add a trigger and set the trigger conditions, then click \u201c+\u201d to add a new step, and connect the nodes together by a line. After setting, click \u201cCreate\u201d and then name it. In the process of creation, you can click \u201cTest\u201d on the top right corner to experience the process effect.<\/p>\n\n\n\n
<\/p>
In addition, you can also use the automation process templates on the SaleSmartly platform to help you set up automated responses more quickly.<\/p>\n\n\n\n
<\/p>","pure_content":"Set up an automated response process, the robot can help you to reply to visitor messages, solve visitors\u2019 initial doubts, guide visitors to place orders, etc., for example:\n\n\n\nWhen a new visitor opens a new session, the robot takes the initiative to send a welcome message.When visitors inquire about orders, logistics and other information, the robot can guide visitors to self-service inquiries about the information.When a visitor visits a specific page, the robot can push discount cards and collect mailboxes for remarketing.This setup will improve the efficiency of customer inquiries and reduce the rate of customer complaints. Try creating and using automated processes to reply to users\u2019 messages!\n\n\n\n\u2460 Click on \u201cCreate Process\u201d in \u201cAutomation\u201d.\u2461 Click the \u201cTrigger\u201d panel, add a trigger and set the trigger conditions, then click \u201c+\u201d to add a new step, and connect the nodes together by a line. After setting, click \u201cCreate\u201d and then name it. In the process of creation, you can click \u201cTest\u201d on the top right corner to experience the process effect.\n\n\n\nIn addition, you can also use the automation process templates on the SaleSmartly platform to help you set up automated responses more quickly.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304043","update_time":"1679304197"},"pure_content":"Set up an automated response process, the robot can help you to reply to visitor messages, solve visitors\u2019 initial doubts, guide visitors to place orders, etc., for example:\n\n\n\nWhen a new visitor open"},{"id":"1025","string_id":"PNtgl9","status":"1","parent_id":"1015","slug":"PNtgl9","order":"0","name":"How to configure chatGPT API Key","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304043","add_time":"1679304043","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1025","content":"
This article will teach you how to register for chat GPT and how to configure a chat GPT key.<\/p>\n\n\n\n
1. Register for chatGPT<\/h2>\n\n\n\n
To register chatGPT, you need a foreign mobile phone number that can receive a verification code, if you do not have one, you can go to the registration SMS platform (https:\/\/sms-activate.org\/<\/a>) to purchase a number to get a later verification code.<\/p>\n\n\n\n
(1) Register the SMS platform and top up<\/h3>\n\n\n\n
\u2460Open https:\/\/sms-activate.org\/ (opens new window) and click the upper right corner to register.<\/p>\n\n\n\n
<\/p>
\u2461Enter your email address and password to register, you need to activate your account by email. (Note: Email registration is recommended to use mailboxes such as gmail, outlook, iCloud.) <\/p>\n\n\n\n
<\/p>
\u2462 Activate the account and click Recharge.<\/p>\n\n\n\n
<\/p>
\u2463You can use Alipay to top up $1. <\/p>\n\n\n\n
<\/p>\n\n\n
\u2464After completing the payment, please wait a few minutes before displaying the balance account.<\/p>\n\n\n\n
(2) Receive the code on the SMS platform<\/h3>\n\n\n\n
\u2460Click Services on the right, enter search openai, and click Select.<\/p>\n\n\n\n
<\/p>\n\n\n
\u2461Select India or Brazil for the account and purchase the number<\/p>\n\n\n\n
<\/p>\n\n\n
\u2462 After the purchase of the number is completed, you get the mobile phone code that can receive the verification code, as shown in the picture 919862209703 is the number.<\/p>\n\n\n\n
<\/p>
(3) Register an OpenAI account<\/h3>\n\n\n\n
\u2460Go to https:\/\/beta.openai.com\/<\/a> sign up (opens new window) to register.\u2461After successful registration, you will enter the verification mobile phone number page, select the country where you just purchased the mobile phone number on the SMS platform, copy and paste the mobile phone number here, and click [Send code].<\/p>\n\n\n\n
<\/p>\n\n\n
(3) Obtain the verification code on the SMS platform and fill it in the OpenAI registration interface.(4) After registration, you can go to the login https:\/\/chat.openai.com\/auth\/login<\/a><\/p>\n\n\n\n
2. Get the chatGPT key<\/h2>\n\n\n\n
\u2460Enter the chat GPT background, click [Account]-[Manage Account]-[Setting] in the upper right corner, find the organization ID, and copy it.<\/p>\n\n\n\n
<\/p>
\u2461Log in to salesmartly, click [Basic Settings]-[Chat Settings]-[chatGPT], open chatGPT, and paste the organization ID here.<\/p>\n\n\n\n
<\/p>\n\n\n
\u2462 Enters the [API keys] page and clicks [create new secret key] to get the API key.<\/p>\n\n\n\n
<\/p>
\u2463 Copy the API key and paste it into the SaleSmartly backend.<\/p>\n\n\n\n
<\/p>\n\n\n
\u2464After clicking Save, the chatGPT configuration is complete. After access, the knowledge base & automation will be triggered first, and if the knowledge base & automation is not triggered, the ChatGPT automatic chat will be triggered.<\/p>","pure_content":"This article will teach you how to register for chat GPT and how to configure a chat GPT key.\n\n\n\n1. Register for chatGPT\n\n\n\nTo register chatGPT, you need a foreign mobile phone number that can receive a verification code, if you do not have one, you can go to the registration SMS platform (https:\/\/sms-activate.org\/) to purchase a number to get a later verification code.\n\n\n\n(1) Register the SMS platform and top up\n\n\n\n\u2460Open https:\/\/sms-activate.org\/ (opens new window) and click the upper right corner to register.\n\n\n\n\u2461Enter your email address and password to register, you need to activate your account by email. (Note: Email registration is recommended to use mailboxes such as gmail, outlook, iCloud.) \n\n\n\n\u2462 Activate the account and click Recharge.\n\n\n\n\u2463You can use Alipay to top up $1. \n\n\n\n\n\n\n\u2464After completing the payment, please wait a few minutes before displaying the balance account.\n\n\n\n(2) Receive the code on the SMS platform\n\n\n\n\u2460Click Services on the right, enter search openai, and click Select.\n\n\n\n\n\n\n\u2461Select India or Brazil for the account and purchase the number\n\n\n\n\n\n\n\u2462 After the purchase of the number is completed, you get the mobile phone code that can receive the verification code, as shown in the picture 919862209703 is the number.\n\n\n\n(3) Register an OpenAI account\n\n\n\n\u2460Go to https:\/\/beta.openai.com\/ sign up (opens new window) to register.\u2461After successful registration, you will enter the verification mobile phone number page, select the country where you just purchased the mobile phone number on the SMS platform, copy and paste the mobile phone number here, and click [Send code].\n\n\n\n\n\n\n(3) Obtain the verification code on the SMS platform and fill it in the OpenAI registration interface.(4) After registration, you can go to the login https:\/\/chat.openai.com\/auth\/login\n\n\n\n2. Get the chatGPT key\n\n\n\n\u2460Enter the chat GPT background, click [Account]-[Manage Account]-[Setting] in the upper right corner, find the organization ID, and copy it.\n\n\n\n\u2461Log in to salesmartly, click [Basic Settings]-[Chat Settings]-[chatGPT], open chatGPT, and paste the organization ID here.\n\n\n\n\n\n\n\u2462 Enters the [API keys] page and clicks [create new secret key] to get the API key.\n\n\n\n\u2463 Copy the API key and paste it into the SaleSmartly backend.\n\n\n\n\n\n\n\u2464After clicking Save, the chatGPT configuration is complete. After access, the knowledge base & automation will be triggered first, and if the knowledge base & automation is not triggered, the ChatGPT automatic chat will be triggered.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304043","update_time":"1679304205"},"pure_content":"This article will teach you how to register for chat GPT and how to configure a chat GPT key.\n\n\n\n1. Register for chatGPT\n\n\n\nTo register chatGPT, you need a foreign mobile phone number that can receive"},{"id":"1026","string_id":"QuVwwH","status":"1","parent_id":"1015","slug":"QuVwwH","order":"0","name":"Manage Team","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304043","add_time":"1679304043","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1026","content":"
In [Settings] \u2013 [Team], you can manage members, add members, set the upper limit of reception for members, roles, assign channel chat permissions, etc. SaleSmarly offers you two ways to add members:<\/p>\n\n\n\n
(1) Via internal members(quick)<\/p>\n\n\n\n
You can add internal members in the form of account name and password<\/strong>, and quickly add them to the member account under the current project. This member cannot create new projects. In addition, you can also reset the password of this account to facilitate employee account resignation and inheritance.<\/p>\n\n\n\n
<\/p>
(2) Add members using mailbox<\/p>\n\n\n\n
You can also invite members to join your project by email. If the member\u2019s email has registered a SalesSmartly account, you can log in to see that your team project has been pulled in; If the member\u2019s mailbox does not have a SaleSmarly account registered, the initial password will be sent to the member\u2019s mailbox, and you can log in to SaleSmarly.<\/p>\n\n\n\n
<\/p>","pure_content":"In [Settings] \u2013 [Team], you can manage members, add members, set the upper limit of reception for members, roles, assign channel chat permissions, etc. SaleSmarly offers you two ways to add members:\n\n\n\n(1) Via internal members(quick)\n\n\n\nYou can add internal members in the form of account name and password, and quickly add them to the member account under the current project. This member cannot create new projects. In addition, you can also reset the password of this account to facilitate employee account resignation and inheritance.\n\n\n\n(2) Add members using mailbox\n\n\n\nYou can also invite members to join your project by email. If the member\u2019s email has registered a SalesSmartly account, you can log in to see that your team project has been pulled in; If the member\u2019s mailbox does not have a SaleSmarly account registered, the initial password will be sent to the member\u2019s mailbox, and you can log in to SaleSmarly.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304043","update_time":"1679304207"},"pure_content":"In [Settings] \u2013 [Team], you can manage members, add members, set the upper limit of reception for members, roles, assign channel chat permissions, etc. SaleSmarly offers you two ways to add members:"},{"id":"1027","string_id":"e9MKjP","status":"1","parent_id":"1015","slug":"e9MKjP","order":"0","name":"Automatic Session Assignment","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304044","add_time":"1679304044","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1027","content":"
\u4e00\u3001Introduction<\/h1>\n\n\n\n
In order to schedule the receptions of your team members in a more rational way, you can use the auto-assignment feature. When auto-assignment is turned on, unassigned sessions will automatically be distributed equally to team members who are online<\/strong> and have more receptions<\/strong> online than the number of sessions already assigned.<\/p>\n\n\n\n
For this reason, you need to set [Online Status] and [Reception On-line] before setting up to use the [Auto Assign] function.<\/p>\n\n\n\n
\u4e8c\u3001Steps<\/h1>\n\n\n\n
1. Set online status<\/h2>\n\n\n\n
There are two ways to select the online status of team members:<\/p>\n\n\n\n
Method 1: click [Head Portrait] in the upper right corner to select online status.<\/p>\n\n\n\n
<\/p>
2. At [Settings] \u2013 [Team], as a manager or someone with [Team] permission, you can set your own\/team members\u2019 staff scheduling, and after opening the scheduling time, members\u2019 accounts will automatically cut to online at the time period you set, and can receive automatically assigned sessions<\/p>\n\n\n\n
<\/p>
After setting online\/offline status, you can view the online status of all team members in Settings \u2013 Team.<\/p>\n\n\n\n
Note: The online status set by team members only takes effect in the current project. To set the online status of other projects, you need to switch projects and set them. When switching to other projects, projects that have been set to online status will not be affected.<\/strong><\/p>\n\n\n\n
2. Set the maximum number of receptions<\/h2>\n\n\n\n
The reception upper limit can be applied to the automatic allocation of the system. When the number of members\u2019 reception upper limit is greater than the number of allocated sessions, the unassigned sessions will be automatically allocated to members.<\/p>\n\n\n\n
You can add\/edit team members in the [Setting] \u2013 [Team] module to set the corresponding upper limit of reception; If automatic allocation is not required, it can be set to 0.<\/p>\n\n\n\n
<\/p>
3. Using automatic assignment<\/h2>\n\n\n\n
In [Settings] \u2013 [Online Chat], check to enable [Automatic Assignment]. For new and old visitors, you can set session assignment rules according to your needs.<\/p>\n\n\n\n
(1) For new visitors, you can choose to allocate them by the number of reception sessions or by the order of customer service.<\/p>\n\n\n\n
Allocation of the number of reception sessions: the system gives priority to allocating sessions to the customer service with the least number of active sessions in the last half day. The customer service that is offline or exceeds the reception limit will not be automatically allocated.<\/li>
Allocate according to customer service sequence: the system will allocate according to customer service sequence, and customer service offline or exceeding the upper limit of reception will not be automatically allocated<\/li><\/ul>
(2) For old visitors, it can also be set as \u201cAllocate by the number of reception sessions\/Allocate by customer service order\/Allocate to the original customer service\u201d. Among them, the allocation by the number of reception sessions\/Allocate by customer service order is consistent with the allocation rules for new visitors. \u201cAssigned to the original customer service\u201d means that the system automatically assigns the old visitor\u2019s session to the customer service that served the visitor (whether online or not, or reaching the reception limit).<\/p>\n\n\n\n
<\/p>","pure_content":"\u4e00\u3001Introduction\n\n\n\nIn order to schedule the receptions of your team members in a more rational way, you can use the auto-assignment feature. When auto-assignment is turned on, unassigned sessions will automatically be distributed equally to team members who are online and have more receptions online than the number of sessions already assigned.\n\n\n\nFor this reason, you need to set [Online Status] and [Reception On-line] before setting up to use the [Auto Assign] function.\n\n\n\n\u4e8c\u3001Steps\n\n\n\n1. Set online status\n\n\n\nThere are two ways to select the online status of team members:\n\n\n\nMethod 1: click [Head Portrait] in the upper right corner to select online status.\n\n\n\n2. At [Settings] \u2013 [Team], as a manager or someone with [Team] permission, you can set your own\/team members\u2019 staff scheduling, and after opening the scheduling time, members\u2019 accounts will automatically cut to online at the time period you set, and can receive automatically assigned sessions\n\n\n\nAfter setting online\/offline status, you can view the online status of all team members in Settings \u2013 Team.\n\n\n\nNote: The online status set by team members only takes effect in the current project. To set the online status of other projects, you need to switch projects and set them. When switching to other projects, projects that have been set to online status will not be affected.\n\n\n\n2. Set the maximum number of receptions\n\n\n\nThe reception upper limit can be applied to the automatic allocation of the system. When the number of members\u2019 reception upper limit is greater than the number of allocated sessions, the unassigned sessions will be automatically allocated to members.\n\n\n\nYou can add\/edit team members in the [Setting] \u2013 [Team] module to set the corresponding upper limit of reception; If automatic allocation is not required, it can be set to 0.\n\n\n\n3. Using automatic assignment\n\n\n\nIn [Settings] \u2013 [Online Chat], check to enable [Automatic Assignment]. For new and old visitors, you can set session assignment rules according to your needs.\n\n\n\n(1) For new visitors, you can choose to allocate them by the number of reception sessions or by the order of customer service.\n\n\n\nAllocation of the number of reception sessions: the system gives priority to allocating sessions to the customer service with the least number of active sessions in the last half day. The customer service that is offline or exceeds the reception limit will not be automatically allocated.Allocate according to customer service sequence: the system will allocate according to customer service sequence, and customer service offline or exceeding the upper limit of reception will not be automatically allocated(2) For old visitors, it can also be set as \u201cAllocate by the number of reception sessions\/Allocate by customer service order\/Allocate to the original customer service\u201d. Among them, the allocation by the number of reception sessions\/Allocate by customer service order is consistent with the allocation rules for new visitors. \u201cAssigned to the original customer service\u201d means that the system automatically assigns the old visitor\u2019s session to the customer service that served the visitor (whether online or not, or reaching the reception limit).","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304044","update_time":"1679304210"},"pure_content":"\u4e00\u3001Introduction\n\n\n\nIn order to schedule the receptions of your team members in a more rational way, you can use the auto-assignment feature. When auto-assignment is turned on, unassigned sessions will"},{"id":"1028","string_id":"p3mhP4","status":"1","parent_id":"1015","slug":"p3mhP4","order":"0","name":"Other Features","type":"2","cover":"","cover_alt":"","desc":null,"website":"","contact":"","seo_title":"","seo_keyword":"","seo_desc":"","share_switch":"0","share_code":"","author":"","published_time":"1679304044","add_time":"1679304044","update_time":"1730288988","corp_auth_id":"0","verify_code_auth_id":"0","editor_type":"1","file_type":"","auth_id":"[\"1015\"]","content":{"content_id":"1028","content":"
1. Contact Management<\/strong><\/h1>\n\n\n\n
In this function, you can view the relevant information of effective customers, including channel source, email, cell phone, visitor tags, etc. On this basis, you can send group messages, group emails, tags, etc. to these effective customers; at the same time, you can also view the relevant information of the full volume of customers, which is convenient for you to view the real-time visitor records.<\/p>\n\n\n\n
Note:<\/strong> Valid customers are those with email or cell phone numbers filtered from the total number of customers, and also include Messenger, Telegram, Instagram, Line, WhatsApp and third-party users.<\/p>\n\n\n\n
<\/p>
2. Labels<\/h2>\n\n\n\n
Just click [Add Tag] in [Data Insight] \u2013 [Visitor Tag] and enter the tag name. In this function, you can add and manage visitor tags. After setting tags, it is convenient for you to select specific user groups when sending mass emails\/group messages.<\/p>\n\n\n\n
<\/p>
3. E-mail<\/h2>\n\n\n\n
In this function, you can create email plan to send emails to specific users, and you can check the sending effect and funnel conversion after executing the email plan, and support data tracking of the whole link, including sending status, number of successful sending, number of independent clicks, orders placed by independent stations, unsubscribes and other data, and support exporting sending\/ordering record details. In addition, the platform has rich foreign trade email templates for you to choose from to meet your different sending purposes.<\/p>\n\n\n\n
<\/p>
4. Knowledge Base<\/strong><\/h2>\n\n\n\n
In this function, you can add and manage FAQ, after setting, the bot can will automatically reply to match to FAQ answers based on visitor messages\/keywords, giving the bot Q&A capability. When customer service enters keywords in the session box, it will also display the associated FAQ question\/common phrase in real time, which can be quickly selected and sent to improve the efficiency of your reply to user messages, thus improving the overall efficiency of customer service reply to user messages.<\/p>\n\n\n\n
<\/p>","pure_content":"1. Contact Management\n\n\n\nIn this function, you can view the relevant information of effective customers, including channel source, email, cell phone, visitor tags, etc. On this basis, you can send group messages, group emails, tags, etc. to these effective customers; at the same time, you can also view the relevant information of the full volume of customers, which is convenient for you to view the real-time visitor records.\n\n\n\nNote: Valid customers are those with email or cell phone numbers filtered from the total number of customers, and also include Messenger, Telegram, Instagram, Line, WhatsApp and third-party users.\n\n\n\n2. Labels\n\n\n\nJust click [Add Tag] in [Data Insight] \u2013 [Visitor Tag] and enter the tag name. In this function, you can add and manage visitor tags. After setting tags, it is convenient for you to select specific user groups when sending mass emails\/group messages.\n\n\n\n3. E-mail\n\n\n\nIn this function, you can create email plan to send emails to specific users, and you can check the sending effect and funnel conversion after executing the email plan, and support data tracking of the whole link, including sending status, number of successful sending, number of independent clicks, orders placed by independent stations, unsubscribes and other data, and support exporting sending\/ordering record details. In addition, the platform has rich foreign trade email templates for you to choose from to meet your different sending purposes.\n\n\n\n4. Knowledge Base\n\n\n\nIn this function, you can add and manage FAQ, after setting, the bot can will automatically reply to match to FAQ answers based on visitor messages\/keywords, giving the bot Q&A capability. When customer service enters keywords in the session box, it will also display the associated FAQ question\/common phrase in real time, which can be quickly selected and sent to improve the efficiency of your reply to user messages, thus improving the overall efficiency of customer service reply to user messages.","is_draft":"0","editor_type":"1","file_path":"","add_time":"1679304044","update_time":"1679304213"},"pure_content":"1. Contact Management\n\n\n\nIn this function, you can view the relevant information of effective customers, including channel source, email, cell phone, visitor tags, etc. On this basis, you can send gro"}],"content":{"icon":"","desc":"","content_id":"1015","add_time":"1679304040","update_time":"1679304040","content":"","is_traffic_less":"0","file_type":""},"hot_list":[],"user_read_num":"0","is_auth":"0"},"msg":"Success","code":200}