How to use Kimoby
Text Conversations
- Navigating Through the Conversations Page
- 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 Customers 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 Reply Messages
- Editing Saved Replies
- Deleting Saved Reply Messages
- Inserting Saved Reply Messages into Conversations
- Ready-to-use Saved Reply Messages for Reminders and Follow-ups
- Joining Files in Conversations
- Joining Photos and Images in Conversations
- How Customers will Receive a File or Image on Their Phone
- Taking Pictures and Videos
- Opening and Closing 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 Imports
- Editing Customer Information in Kimoby
- Editing Customer Phone Numbers from 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
- Examples of Appointment Automation Replies
- Understanding Appointment Statuses
- Changing the Status of an Appointment Manually
- Editing an Appointment
- Deleting an Appointment
- Exporting your Appointment Results
- Understanding the Status of Your Messages
- 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 Messages
- Creating an Advisor Introduction Automation
- Advisor Introduction Message Examples
- Creating a Missed Appointment Message Automation
- Missed Appointment Message 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
- Introducing Kimoby Pay-As-You-Go
- Introducing Kimoby Pay Merchant Connect
- Navigating Through Kimoby Pay
- Requesting a Kimoby Pay Account
- Upgrade to Kimoby Pay Merchant Connect
- Set up Kimoby Pay Merchant Connect
- Sending a Payment Request
- Examples of Payment Request Messages
- Activating the Reference Autocomplete in a Payment Request
- How Customers Pay their Invoices Through Text Using Kimoby Pay
- Saving your Customer Receipts
- How Customers can Save Their Receipts
- Printing your Customer's Receipts
- How Customers can Print Their Receipts
- Exporting your Deposits
- Sending a Payment Message Confirmation
- Activating an Automatic Reply to a Payment
- Examples of Payment Confirmation Messages
- Refunding a Customer
- How Customers will get Refunded Through Text Using Kimoby Pay
- Canceling a Payment Request
- How Customers will Receive a Canceled Payment Request Through Text
- 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
- Kimoby Pay
- Messages received
- 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
Reviews
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?
- What Are the Minimum Device Requirements?
- 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