Crews and Agents
Introduction and Interface
Statuses and Filters
Search and Titles
Voice, Video, and Screen Share
Adding Agents and Contacts
Adding a New Experience
Distributing an Experience
Scheduling an Experience
Adding and Using Experiences Tags
Including an Appointment Flow within a Crew
Setting Your Availability
Including Appointment Bookings within Experiences
Customer View: Booking an Appointment
Chat Widget Installation
Install TABLE on your web app (for logged-out users)
Install TABLE on your web app (for logged-in users)
Using the WordPress Plugin
Chat Widget Installation for WiX
SuperAdmin Company Account Setup
1. Login and Updating Account Settings
2. Configuring your Workspace Settings
3. Adding Threads
Signing Up and Setting Up Your Agent Account
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
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
Updated by Anya
You have the option of grouping Experiences together by adding them to Threads. Experiences that are triggered and are in the same Thread will occur within the same Conversation. Experiences that are triggered and are in different Threads will create separate Conversations.
Only Experiences that are a part of the same Thread can be manually triggered within a Conversation that is associated with that Thread.
For more details, see the example below.
In the example shown in the image, we have chosen to create Threads for Sales and Customer Support. Our 'Learn More' and 'Get Demo' Experiences are in the Sales Thread. Our 'Get Help' Experience is in our Customer Support Thread.
Let's say a prospect originally clicks on our 'Learn More' Experience and then decides they'd like a demo. Clicking the 'Get Demo' button will launch that Experience in the same, existing Conversation. Let's say this prospect becomes a customer and decides to click on our 'Get Help' button, a separate Conversation will be created as this Experience is associated with a different Thread.
Adding a Thread
SuperAdmins can add Threads by clicking the Settings icon and selecting "Threads" from the sidebar. Click the "Add Thread" button in the top right corner, enter the Thread's title, and click "Save".
When adding or editing an Experience, these options will now appear under the "Thread" field in the Experience Manager.