How can we help you today?
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Text Conversations
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Customer Profiles
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Appointment Reminders
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Automated Messages
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Targeted Campaigns
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Customer Groups
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Kimoby Pay
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Performance Metrics
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Mobile App
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Knowledge and Resources
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System Integrations
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Settings and Billing
How to use Kimoby
Text Conversations
- Navigating through the conversation screen
- Searching a customer's data in Kimoby
- Starting new conversations with customers
- Keeping conversations going, from anywhere in Kimoby
- Sending the same message to more than one customer
Customer Profiles
- Navigating in a customer profile
- Creating new customers manually
- Creating new customers in bulk through spreadsheet import
- Editing a customer's informations in Kimoby
- Editing customers phone numbers anywhere in Kimoby
Appointment Reminders
- Introducing appointment reminders
- Adding an appointment
- Adding appointments through an import
- Setting an automated appointment reminder
- Appointment reminder messages examples
Automated Messages
- Creating automations
- Assigning replies automatically
- Understanding rules to target customers
- Viewing your automation message
- Creating an advisor introduction automation
Targeted Campaigns
- Introducing Targeted Campaigns
- Managing your campaign
- Creating a campaign
- Creating a campaign from an existing group
- Viewing your campaign message
Customer Groups
- Creating customer groups
- Adding customers to groups with rules and condition filters
- Adding customer manually to a group
- Adding customers to groups via spreadsheet import
- Excluding customers from groups
Kimoby Pay
- Introducing Kimoby Pay
- Navigating through Kimoby Pay
- Requesting your Kimoby Pay account
- Sending a payment request
- Payment request messages examples
Performance Metrics
- Viewing performance metrics
- Viewing your multi-account metrics
- Average response time
- Number of opened conversations
- Number of messages sent
Mobile App
Knowledge and Resources
Settings and Billing
User Account Settings
- Getting started with Kimoby
- Setting your account
- Managing your user profile
- Uploading an image to your profile
- Identifying users with a reference ID
Company Account Settings
- Switching between accounts
- Changing the date and time formats
- Managing any user profile in your account
- Uploading a company photo
- Adding a new user in Kimoby