Getting Started
Crews and Agents
Conversations
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
Contacts
Experiences
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Importing Experiences
Exporting Experiences
Cloning Experiences
Adding and Using Experiences Tags
Outbounds
Appointments
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Reporting
Settings
Chat Widget Installation
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
Payments
Notifications
Troubleshooting
TABLE Tutorials
SuperAdmin Company Account Setup
SuperAdmin Introduction
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
Introduction
1. Signing Up
2. Configuring your Account Settings
3. Enabling Notifications and Downloading the TABLE Mobile App
4. Setting your Appointment Availability
Adding Crews and Inviting Agents
Experiences
Introduction: Experiences
1. Adding and Setting Up a New Experience
2. Experience Steps and Customer Response Types
3. Adding and Linking Steps
4. Testing and Distributing an Experience
5. Scheduling an Experience
6. Tips and Other Experiences Features
Contacts
Outbounds
Reporting
Release Notes
- All Categories
- Experiences
- Distributing an Experience
Distributing an Experience
Updated
by Monica
After creating an Experience, they can be shared as a link or embedded on your website as a chat widget. Experience links can be distributed on social media, emails, or anywhere you want your customers to interact with your business.
Sharing a link
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- Select the Experience you want to share
- Click the "Distribute" tab
- Click to copy the URL
- Place on email campaigns, social media posts, buttons on your website, turn into QR codes on physical materials, and more.
You can also access the link by clicking the Copy Link button under the URL column on the Experiences section.
As a Live Chat Widget
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Experiences can also be installed as live chats on your website or mobile app. See more about install the live chat widget here.
From the Conversation
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Experiences can be started directly within a Conversation by Agents so your Bot can collect payment details, book meetings, and more.
- Select a Conversation you’d like to trigger the Experience in
- Click the Experience icon in the lower right of the messenger input field
- Select the Experience you’d like to trigger
- Click "Start" and the Experience will begin
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