How can we help you today?
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Text Conversations
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Automated Messages
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Appointment Reminders
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Targeted Campaigns
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Kimoby Pay
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Customer Profiles
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Customer Groups
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Performance Metrics
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User Account Settings
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Kimoby Webinars
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EasyDeal Text Messaging
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Text Messaging Compliance
How to use Kimoby
Text Conversations
- Navigating through the conversation screen
- Starting conversations with customers
- Keeping conversations going from anywhere in Kimoby
- Writing internal notes to add context to conversations
- Personalizing messages with customer attributes
Automated Messages
- Creating automations
- Assigning replies automatically
- Understanding rules to target customers
- Setting an advisor introduction automation
- Advisor introduction messages examples
Appointment Reminders
- Adding an appointment
- Adding appointments through an import
- Setting an automated appointment reminder
- Appointment reminder messages examples
- Activating an automatic reply to an appointment confirmation
Targeted Campaigns
- Managing your campaign
- Creating a campaign
- Campaign messages examples
- Pausing or terminating a campaign in progress
- Understanding your campaign's results
Kimoby Pay
- Introducing Kimoby Pay
- Navigating through Kimoby Pay
- Requesting your Kimoby Pay account
- Sending a payment request
- Payment request messages examples
Customer Profiles
- Viewing customer profile information
- Creating new customers manually
- Creating new customers in bulk through spreadsheet import
- Editing and deleting customers in Kimoby
- Editing customers phone numbers anywhere in Kimoby
Customer Groups
- Creating customer groups
- Adding customers to groups with rules and condition filters
- Adding customers to groups via spreadsheet import
- Excluding and removing customers from groups
- Common examples of customer grouping models
Performance Metrics
- Viewing performance metrics
- Average response time
- Number of opened conversations
- Number of messages sent
- Customer satisfaction ratings
User Account Settings
- Getting started with Kimoby
- Setting your account
- Managing your user profile
- Managing any user profile in your account
- Adding a new user in Kimoby