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
- Sending a new message to a customer that already has an open conversation in Kimoby
- Sending a test message when creating automations and campaigns
- Using emojis in your messages
- Writing internal notes to add context to conversations
- Tagging your teammates in conversations or customer profiles with internal notes
- Replying to an internal note
- Deleting an internal note
- Sending messages to your customer in the language of your choice
- Translating incoming messages from your customers
- Personalizing messages with custom attributes and fallback values
- Setting default fallback values for empty attributes
- Deleting a custom attribute
- Understanding custom attributes
- Creating reusable saved replies messages
- Editing saved replies
- Deleting saved replies
- Inserting saved replies into conversations
- Ready-to-use saved replies for reminders and follow-ups
- Joining files in conversations
- Joining pictures and images in conversations
- How customers will receive a file or image on their phone
- Taking pictures and videos
- Closing and opening conversations
- Closing conversations automatically
- Viewing open, closed and all conversations
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
- Adding a new attribute to a customer profile
- Deleting a customer profile
- Unsubscribing customers manually
- How a customer can unsubscribe to your communications through text message
- How a customer can resubscribe to your communications through text message
- Using customer filters
Appointment Reminders
- Introducing 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
- Appointment auto replies examples
- Understanding appointment statuses
- Changing the status of an appointment manually
- Editing an appointment
- Deleting an appointment
- Exporting your appointments results
- Understanding messages statuses
- Using appointment filters
Automated Messages
- Introducing automations
- Creating automations
- Activating an automation from the library
- Assigning replies automatically
- Understanding rules to target customers
- Viewing your automation message
- Creating an advisor introduction automation
- Advisor introduction messages examples
- Creating a missed appointment message automation
- Missed appointment messages examples
- Creating a CSI automation
- Customer satisfaction messages examples (CSI)
- Creating a vehicle ready automation
- Vehicle ready messages examples
- Creating an X month reminder automation
- X month reminder messages examples
- Editing an automation
- Changing the active/inactive status of an automation
- Deleting an automation
- Exporting your automations results
- Viewing the results of your automation
- Viewing the response rate per automation
- Viewing the sentiment analysis per automation
- Using automation filters
Targeted Campaigns
- Introducing Targeted Campaigns
- Managing your campaign
- Creating a campaign
- Duplicating a campaign
- Creating a campaign from an existing group
- Viewing your campaign message
- Campaign messages examples
- Why a campaign is under review?
- Pausing a campaign in progress
- Changing the replies assignee in a paused campaign
- Editing the message of a campaign in progress
- Terminate a campaign in progress
- Understanding your campaign's results
- Exporting your campaign results
- Viewing how many times a link was clicked in your campaign
- Using campaign filters
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
- Viewing excluded customers from a group
- Removing a customer's exclusion from a group
- Removing customers from a group
- Common examples of customer grouping models
- Understanding how customers got added to groups
- Editing an existing group
- Deleting a group
Kimoby Pay
- Introducing Kimoby Pay
- Navigating through Kimoby Pay
- Requesting your Kimoby Pay account
- Sending a payment request
- Payment request messages examples
- Activating the reference autocomplete in a payment request
- How customers pay their invoices through text using Kimoby Pay
- Saving your customer's invoices
- How customers can save their invoices
- Printing your customer's invoices
- How customers can print their invoices
- Exporting your deposits
- Sending a payment message confirmation
- Activating your automatic reply to a payment
- Payment confirmation messages examples
- Refunding an invoice
- How customers will get a refund through text using Kimoby Pay
- Canceling a payment request
- How customers will get a canceled payment request through text using Kimoby Pay
- Using Kimoby Pay filters
- Kimoby Pay Account Agreement
- FAQ
Performance Metrics
- Introducing performance metrics
- Viewing your multi-account metrics
- Average response time
- Number of messages sent
- Number of opened conversations
- Customer satisfaction ratings
- Automated messaging activity
- Appointment activity
- Number of cell phone numbers in the contact database
- Number of new customers unsubscribed
Imports
Data matching
Mobile App
Mobile App
- Downloading the Kimoby mobile app
- Sending a video as a link from the Mobile App
- How customers will receive a video send as a link
- Allowing notifications on your mobile phone
- Allowing photo access in Mobile App
- Why are customers receiving messages in different parts?
- Updating the Mobile App
- How to force quit the app?
- FAQ
Knowledge and Resources
Settings
User Account Settings
- Introducing user and company settings
- Getting started with Kimoby
- Setting your account
- Managing your user profile
- Uploading an image to your profile
- Identifying users with a reference ID
- Changing your password
- Resetting your password
- Changing your signature
- Activating web, email and mobile notifications
- Resetting your web notifications
- Answering an email notification
- Using the away status
- Emptying your cache in Google Chrome
- Supported Internet browsers
- Logging out of Kimoby
- Got a question?
Company Account Settings
- Switching between accounts
- Changing the date and time formats
- Managing user permissions in Kimoby
- Uploading a company photo
- Adding a new user in Kimoby
- Deleting a pending invitation in Kimoby
- Editing a colleague's profile
- Deleting a user in Kimoby
- Enabling or disabling emojis for your account
- Changing your business hours
- Setting an after hours message
- Finding your texting phone number
- Porting a phone number to Kimoby
- Featuring your texting phone number
- Featuring your texting phone number on your website