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Knowledge Base
All the information you need to use Customerly
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Frequently Asked Question
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Community
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API
(1)
How to create or update a user or lead via API
App Settings
(7)
Invite collaborators
How to automatically reply to conversation when user is offline
How to hide a teammate from public
How to add welcome message in Live Chat
How to profile your Leads automatically
How to hide Live Chat when you are out of office
How to show your office hours in Live Chat
Automation
(2)
How to create an email funnel with Customerly
Connect Elementor Forms To Customerly
Campaign
(3)
How to send an email campaign
How to create an email template
How to use custom fields in the email subject
Customer Support
(5)
Assign conversation to multiple teammates
How to install Customerly Live Chat on WordPress
How to install Customerly Live Chat with Javascript
How to send chat transcript
How to track UTMs and Referrer of your visitors
Getting Started
(10)
How to populate Customerly with your data
How to run your NPS campaign
Assign conversation to multiple teammates
Create a new team
Build your custom audience
Import list of existing contacts
How to get a Customerly Free Account?
How to get my App ID?
Integrations
(2)
How to integrate Customerly with Zapier
Connect Elementor Forms To Customerly
Mobile SDK
(2)
How to integrate Customerly SDK in iOS apps
How to integrate Customerly in Android Apps using mobile SDK
NPS
(2)
How to run your NPS campaign
How to read and analize your NPS campaign results
