Beami's Quick Start Guide

Kickstart Your Beami Success!

To keep the momentum going, we’ve put together Beami’s Quick Start Guide, your very own personal guide as a Beami beginner! This guide includes step-by-step walkthroughs on the key features of Beami.

Getting Started with Beami

Beami Intro

Things To Do, Tasks, & Mentions

List View

Auto Values

Creating a manual lead

Viewing your contact “digital file”

Card design

How to Add Reply Templates to Beami

How to respond to a lead

How to move a lead

Stage Conversion

Filtering Boxes

Reply Templates

Reply By Channel

WhatsApp Template

Closed Leads

Global Search Bar

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.

Want to keep your momentum up? Link the link below to Beami’s Power user guide!