To keep the momentum going, we’ve put together Beami’s Power User Guide, your very own step-by-step walk-throughs on the key parts of Beami!
Step-by-step walk-throughs on the key parts of Beami
AI-Assist
Follow Up Timer
Things to do
Boxes, Stages and Conversions
List View
Auto Values
Practitioner Feature
Stage Checklist Feature Walkthrough
Inviting a team member or admin
Managing User Access and Permissions in Beami
Creating a manual lead
Viewing your contact “digital file”
Card design
How to Add Reply Templates to Beami
How to respond to a lead
Filtering Boxes
Creating Automations
Amending Automations
Closed Leads
Connecting channels
Setting up automation for Facebook and Instagram
Creating a WhatsApp Template on Meta
Syncing WhatsApp Templates in Beami
Webform channel
Email Forwarding channel
Enhanced Reports Features
Articles for you: WhatsApp Channel Connect Reply Templates Automation Lead Routing
Stuck? We’re Here to Help!
You can find our Help Centre here it is always available, and you will find a wealth of resources and support.
If you need a quick answer you can always hop on our live support chat when logged in.
You can also contact our Customer Success Team for any further assistance at support@beami.ai but rest assured you and your team should find everything pretty straightforward to set up.
