1. Feature Overview Ivosights’ WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. Ivosights facilitates customer support and other marketing efforts through WhatsApp. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like Infobip, Kaleyra, and Gupshup. This article helps you set […]
1. Feature Overview This article helps you create custom validators (regex) to validate the details captured through the Chatbot. While Phone and Email validators are available by default in your account, this article helps you create validators for other lead details you’ll capture (like Pin Codes, Social Security Numbers, PAN Cards, etc.). 2. Prerequisite […]
1. Feature Overview Once you’ve built a chatbot, you must add it to a channel. We support three channels – WhatsApp, Web, and Mobile SDKs. The WhatsApp channel lets you integrate your chatbot with your WhatsApp business account. The Web channel lets you integrate the chatbot on a portal/landing page/website/mobile apps of your choice. Note: […]
1. Feature Overview This article helps you integrate LeadSquared APIs and external APIs with the Chatbot. Through the Chatbot, you can leverage these APIs to perform a variety of actions like capturing lead and opportunity details, creating tasks, posting activities, displaying lists of cities, clinics, products, etc. Note: In this article, we’ve integrated a LeadSquared […]
Important: Refer to this article if the Chatbot feature was enabled on your account before 28th August 2024. If it was enabled on or after 29th August 2024, refer to Build a Journey-Based Chatbot (v2). 1. Feature Overview Once you’ve installed the Chatbot connector in your account, set up chat flows using the bot builder. […]
1. Feature Overview LeadSquared’s Chatbot is a no-code, menu-driven bot builder through which you can create multiple chat flows to address lead queries swiftly and efficiently, while reducing your user’s efforts and workload. Chatbots are especially useful to automate answers to common enquiries, improve user productivity, and engage your leads 24*7 (including outside business hours). […]
1. Feature Overview You can configure advanced settings for Telephony through the General Settings page. This article explains each of these settings in detail. 2. Prerequisites Settings on this page are only accessible by LeadSquared Admin users. Certain settings are available only if the associated feature is enabled on your account. Contact us at support@leadsquared.com if […]
1. Feature Overview When configuring the Telephony Agent pop-up, you may want to grant access to lead and opportunity details to users that are not lead/opportunity owners. This allows them to have the relevant information available on the pop-up while conversing with leads. This article will help you enable the Entity Share option through the […]
1. Feature Overview The WhatsApp Cloud API (hosted by Meta) enables you to send and receive WhatsApp messages without the cost of hosting your own servers. If you’re using WhatsApp Cloud API, this article will help you integrate with LeadSquared to avail WhatsApp messaging functionality right within the platform. We also support WhatsApp integrations through […]
1. Feature Overview SIERA’s Sales User Dashboard gives you analytics and insights into your entire sales pipeline. The dashboard will give you a birds-eye view of your Call Metrics, Activity Metrics, Lead Metrics, and Task Metrics. You can filter each of these metrics to a specific date range and click on different widgets on the […]
1. Feature Overview When a Lead Owner is filling a LeadSquared Dynamic Form, and if the lead already exists, the owner will now have the option to auto-populate the Form with the existing Lead Field details. The owner can also overwrite (or update) the existing Lead Field details through the Form submission. A unique identifier […]
1. Feature Overview Opportunities in LeadSquared represent potential deals. Through opportunity management, you can track various aspects of deals in progress. Users can rename “Opportunity” as per their business needs. For example, an insurance company can rename “Opportunities” as “Policies” and an education organisation can rename them as “Courses” for better adoption among users. Note: […]
1. Feature Overview There are cases where the existing lead might be reaching out to a different Sales User to enquire about a different product. So, a Sales User who is not the lead owner can create an Opportunity on the existing lead through LeadSquared’s Dynamic Form. Note: This functionality is also available to users […]
1. Feature Overview Schedule your automations to be triggered at regular intervals. You can set up an automation to run every morning and distribute leads based on user availability. You can trigger automations for leads, users, opportunities and non-entities like Lapps. To know more about creating automations, refer to Automation – Feature Guide. 2. Prerequisite […]
1. Feature Overview Create reusable message templates to ensure efficient communication between sales users and leads. You can also personalize these templates by adding Mail Merge fields. The templates published on the Manage Templates page are available to all sales users on the mobile app. 5 templates are available by default on your LeadSquared account […]