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Manual enrollment triggers
The "Manual enrollment" trigger allows you to manually enroll individual contacts or entire contact lists into a flow. Whether you're escalating a customer’s issue to provide faster support, or selecting participants for an exclusive VIP marketing campaign, this feature is ideal for initiating a tailored workflow to meet your unique needs. Setting...
0 min reading timeManaging your Flow Builder usage
Managing your Flow Builder usage and flow enrollments effectively is crucial for optimizing the performance of your automation processes. This article will guide you through the steps to manage and monitor your usage in Flow Builder. Flow Builder usage and pricing The number of enrollments, active flows, and nodes per flow available for your acco...
5 min reading timeManage broadcasts on SleekFlow mobile
With SleekFlow mobile, you can now manage your broadcast campaigns on the go. This feature allows you to initiate, monitor, and analyze your broadcasts directly from your mobile device, providing the same level of detail and control as the web app. Whether you’re sending a WhatsApp broadcast or reviewing campaign performance, you can do it all from ...
2 min reading timeManage contact on SleekFlow mobile
Managing contacts efficiently is crucial for users who rely on SleekFlow for seamless communication. With the new feature, users can now easily bulk create contacts directly in the SleekFlow mobile. This feature streamlines the process by allowing multiple contacts to be imported from your device at once, eliminating the need for manual entry, impro...
1 min reading timeConfiguring push notifications
Advanced notification settings You can customize the type of notifications you would like to receive in Advanced notification settings. Updating notification settings You can follow the steps here to update your notification settings: Go to “My profile” Click on “Notification settings” If you previously disabled notifications from the SleekFlow mob...
0 min reading timeManaging users
User management settings can only be accessed by users with an Admin role As a workspace admin, you have control over managing user accounts within your company workspace. Through the User management settings, you can view, edit, and manage user information, reset passwords, revoke 2FA, and remove users as needed to ensure smooth operations within...
2 min reading timeRoles and permissions
ℹ️ Roles and permissions are only accessible to users with the Super admin role ⚠️ Please note that roles and permissions are currently under limited release and may not be available to you yet. The Roles and permissions module enables workspace admins to customize access controls, aligning them with their business’ requirements. By tailoring ro...
7 min reading timeManaging user's WhatsApp QR code
ℹ️ WhatsApp QR code feature is only available for users that are on Premium or Enterprise plan. The WhatsApp QR code feature simplifies communication by generating unique QR codes for each user. When customers scan a user’s QR code, they are instantly directed to a WhatsApp conversation with that user, eliminating the need for phone number sharin...
1 min reading timeScheduled date and time triggers
The "Scheduled date and time" trigger allows you to automate workflows by enrolling contacts at a specific date and time, with the option to repeat this process at regular intervals. This is particularly useful for managing time-sensitive workflows and processes that need to run on a recurring basis. Setting up the "Scheduled date and time" trigger...
0 min reading timeContact property date and time triggers
The "Contact property date and time" trigger is activated based on the selected data or time-based contact property associated with your contacts. This trigger is ideal for initiating workflows around events like birthdays, appointment reminders, contract renewals, or any other important milestones. By leveraging this trigger, your workflows can dyn...
0 min reading timeManage Inbox on SleekFlow mobile
SleekFlow's Inbox feature allows you to manage and streamline your customer communications across various messaging channels, including WhatsApp, Facebook, Instagram, and many more. Send templates and interactive messages We support composing various message formats to enhance the communication experience for you and your customers. Some examples ...
3 min reading timeIP allowlisting
IP allowlisting is only avilable for Premium and Enterprise plan users Enhance the security of your SleekFlow workspace by restricting access to specific IP addresses using IP allowlisting. This feature ensures that only users connecting from approved networks can access your company workspace, protecting your data from unauthorized access. Setti...
1 min reading timeInviting users
Only users with an Admin role are able to invite other users to your organization’s workspace. The number of invitations you can send is based on your current subscription plan. Invite users to your workplace To invite a new user, you can follow these two methods: Click the icon in the navigation bar at the bottom of the screen Or Go to the Sett...
1 min reading timeManage Broadcast Analytics on SleekFlow mobile
Easily monitor and track the performance of your broadcast campaigns using SleekFlow mobile. The Broadcast Analytics feature gives you visibility into key engagement metrics for each broadcast that has been successfully sent, helping you assess reach and effectiveness directly from your mobile device. View Broadcast Analytics You can view detailed a...
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