Category: Uncategorized

How To Choose Which Contacts My AI Assistant Talks To?

The Target audience section of your AI Assistant Settings controls which types of contacts the AI engages with in your Inbox. This lets you start narrow (for example, leads only) and expand as your confidence grows. Where to find it Contact types You can switch each contact type ON or OFF independently:

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What Triggers My AI Assistant To Start a Conversation?

The Triggers section of your AI Assistant Settings controls what kicks off a conversation – the events that make your AI Assistant step in and engage a customer. This article explains each trigger and how to preview what your customers will receive. Where to find it Available triggers Inbound messages – ALWAYS

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How to get live help with Referrizer Support Chat

Click Get Help in the bottom left: Click Start A Live Chat. A pop-up chat window will appear. Click New Chat: Type your message and click enter. A Customer Success Manager will reply shortly. “You don’t have enough time on your plate? Get a team of experts to do all the work for

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How to export contacts from Meevo

Step 1 Log into your Meevo account Step 2 Click on Meevo Step 3 Click on Management Step 4 Click on Client Selection Export Step 5 From the dropdown menu, select Last Visit Step 6 From the dropdown menus, select Within 90 Days, then click Guest Export. This will be

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How to add the Pipeline Feature to your account

Referrizer’s Pipeline feature allows you to easily an seamlessly follow up with your leads from different sources. To add it to your account, follow the steps below. Step 1 When on your dashboard, navigate to the module bar on the left-hand side and click on the highlighted “+” icon Step

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How to run a successful Reputation Campaign

Gain more reviews in a short timespan Step 1 Make sure your contacts are properly imported. If you haven’t done so already, visit our How to import contacts to your Referrizer account article Step 2 Navigate to the Reputation Module Step 3 Click on “Boost Reviews” Step 4 Choose which

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