Automations

Information on how to master Automations

What do I do if I no longer want to use one of the automations I have set up?
If you no longer want to use an automation you have set up, all you need to do is mark it as inactive. The toggle can be found on the Automate page.  ...
Wed, 15 Mar, 2023 at 4:41 PM
What does it mean to integrate Chatavise with Calendly?
What is Calendly? Calendly is a great tool to help quickly and efficiently schedule meetings with others. You can use it to set up some one-on-one time ...
Wed, 3 Jan, 2024 at 5:10 PM
How do I update my ETA text that lets customers know we are on the way if I use PowerMagic?
If you'd like to make any adjustments to the ETA text that's sent by dispatch when technicians are on the way, you will need to head to the Integrat...
Tue, 16 Jan, 2024 at 10:49 AM
The Ultimate Guide to the Contacts Page
The Contacts page is a newer feature introduced to Chatavise that takes customer contact information found on the Chats page and displays it so that it'...
Fri, 26 Jan, 2024 at 3:22 PM
How do I update a message template in Streams?
If you'd like to update a message template set up to be sent out to customers automatically, you can update the message from the Streams page. To g...
Mon, 29 Jan, 2024 at 12:02 PM
How to Use Chatavise to Book Job Interviews with Candidates
With the help of Calendly, Chatavise has the ability to help you set up job interviews for new employee candidates with little to no work on your end. With ...
Wed, 28 Feb, 2024 at 3:54 PM