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Guide to Getting Started

Roles

Glossary

Agent Sign Up

Adding Crews

Adding Agents to Crews

Default and Round Robin Conversation Assignments

Agents Page

Introduction and Interface

Starting Conversations

Joining Conversations

Filters and Statuses

Search and Titles

Chat Features

Voice, Video, and Screen Share

Adding Agents and Contacts

Message Templates

Conversation Attributes

Segments

Attributes

Exporting Contacts

Adding a New Experience

Distributing an Experience

Scheduling an Experience

Importing Experiences

Exporting Experiences

Cloning Experiences

Adding and Using Experiences Tags

Adding an Outbound

Including an Appointment Flow within a Crew

Setting Your Availability

Including Appointment Bookings within Experiences

Customer View: Booking an Appointment

Agent Performance

Overview

Workspace Settings

Threads

Identity Verification

Install TABLE on your web app (for logged-out users)

Install TABLE on your web app (for logged-in users)

Experience Buttons

Chat Widget Installation for WiX

Setting Up Stripe

Agent Notifications

Notification Tips and Troubleshooting

Camera, Microphone, or Speaker Issues

Screen Sharing Issues

Release Notes