Help Center

Settings

Managing Your Feature Settings

Get the most of Kimoby's features by customizing them to your particular situation. From automatically closing conversations after a set period of inactivity, to managing your Reviews page, it's all here.

Quick Links

Saved Replies Settings
Conversations Settings
- Assigning Conversations
- Automatically Closing Conversations
Appointment Reminders Settings
- Message Templates for Appointment Automation Replies
Custom Attributes Settings
Reviews Settings
- Editing Your Reviews Page Visual
- Review Sites

Saved Replies Settings

To access your Saved Replies settings:

Select your profile icon, at the top right corner of your screen.
Select Company settings.
Select Saved replies in the Feature Settings sub-menu.

From the Saved replies settings, you have access to all the saved replies in your account. You can use the search bar to look for a specific saved reply.

To create a saved reply, follow these steps:

Click on Create a message.
Add a title to your message.
Write your message in the box and personalize it by adding emojis and custom attributes.
Select Create saved reply.

You can always edit or delete a saved reply by selecting the Edit or Delete icon next to the saved reply of your choice.

Conversations Settings

To access your Conversations settings:

Select your profile icon, at the top right corner of your screen.
Select Company settings.
Select Conversations in the Feature Settings sub-menu.

From the Conversations settings, you can edit current default settings to specify how incoming messages and new conversations get auto-assigned to specific users.

Warning

In case of replies to messages set automatically, the rules set in this section will be overridden by the ones defined within the automation settings.

Assigning Conversations

You can assign all new incoming messages to a team or a user of your choice. Choosing the right person or people to answer your customers will ensure a better customer experience.

Select the user or team in the Set default assignee user for new incoming messages drop-down menu.
Select Update to save your changes.

Automatically Closing Conversations

It's a good practice to automatically close conversations after a set period of inactivity. Otherwise, until you talk to that same customer again, the time-lapse between the last message and the new one will count in your average response time.

However, you need to activate the feature that automatically closes conversations since it is turned off by default.

Depending on your selected preference, conversations that are inactive after 1 to 15 days will be closed. You can choose to turn on/off this feature at any time.

Select from the Automatically close conversation after set period of inactivity drop-down menu whether you want Kimoby to close your conversations automatically or not.
Select Update to save your changes.

You can select a preset rule to automatically assign new conversations to a specific user.

Select the rule of your choice from the Select a preset rule to automatically assign new conversations to a specific user drop-down menu.
Select Update to save your changes.

You can decide to enable or disable the use of emojis in conversations with the Enable or disable the use of emojis in conversations slider at the bottom of the screen.

Appointment Reminders Settings

To access your Appointment reminders settings:

Select your profile icon at the top right corner of your screen.
Select Company settings.
Select Appointment reminders in the Feature Settings sub-menu.

From the Appointment reminders settings, you can activate and customize automatic replies if your customer's response contains the word YES or NO to your appointment automations.

Select the checkboxes to activate auto-reply messages if appointment reminders contain the word YES or NO.
Write a message for each scenario.
Select Save changes.

Message Templates for Appointment Automation Replies

Warning

Please do not change any of the words in { curly brackets }. They will be replaced by your customer's or company's information.

Examples when the response contains YES:

Hi { customer.name }, thank you for confirming your appointment. We'll see you on { appointment.start_at_datetime }.
Hi { customer.name }, thank you for confirming your appointment. We're looking forward to seeing you! { company.name }

Examples when the response contains NO:

Thank you for letting us know you can't make it. Just contact us when you're ready to reschedule. Have a great day!
Hello { customer.name }, thank you for letting us know. Please let us know your next availability and we'll reschedule. { company.name }

Custom Attributes Settings

To access your Custom attributes settings:

Select your profile icon, at the top right corner of your screen.
Select Company settings.
Select Custom attributes in the Feature Settings sub-menu.

From the Custom attributes settings, you will have access to all the custom attributes used by your company. You can use the search bar to look for a specific custom attribute.

The custom attributes will be classified under different categories (customer, appointment, or events) and the type of all custom attributes will be specified.

Reviews Settings

To access your Reviews settings:

Select your profile icon at the top right corner of your screen.
Select Company settings.
Select Reviews in the Feature Settings sub-menu.

Editing Your Review Page Visual

From your Reviews settings, you can customize your reviews page by choosing your preferred color and language settings.

Choose your background and highlight colors by selecting the pen icon.
Select English or French as your language of choice. When a customer taps on the link included in the review request, the message will appear depending on the language they've selected on their phone. If you want both languages to appear, you need to check both boxes. If a customer's phone is set up in another language, the review request will be sent in the user account default language.
Customize the message that appears on the page to ask for a review.
Select Show preview to see the page your customers will see.
Once you're done, select Save changes.

Review Sites

From your Reviews settings, you can connect your reviews to your Facebook or Google business pages. Simply select to Connect to Google or Connect to Facebook button to merge your accounts.

Once your accounts are connected to Kimoby, you can define the conditions that outline whether a customer can leave you a public review or not. You can select from a list the conditions to display your public page.