Overview: This Koopid How To covers the steps needed to configure Okta single sign-on (SSO) with the Koopid agent desktop portal.
How To's
How to Build Workflows That Work Across Channels
Overview: This Koopid How To covers the steps needed to build single workflows that work across channels, and include different paths and options to be displayed on the different channels.
How to Setup a 2-way SMS Experience
Overview: This Koopid How To covers creating a 2-way SMS Experience in your Koopid provider, where you can send two-way communication between your company and customers through your Koopid experiences
How to Setup a 2-Way SMS Number
Overview: This Koopid How To covers adding a 2-way SMS number to your provider, where you can send two-way communication between your company and customers through your Koopid experiences.
How to Setup APIs
Overview: This Koopid How To covers the steps needed to integrate an API call in a Koopid workflow.
How to Add a Calendar
Overview: This document covers how to add a calendar scheduler plug-in to your workflow, allowing users to schedule an appointment to get in touch with you. After first creating a calendar using Calendly, you can incorporate into the Koopid platform and then finally, a workflow.
How to Create New Users
Overview: This document covers how to add new Users to your Admin portal on the Koopid Platform.
How to Change an Email Address in a Workflow
Overview: This Koopid Tech Note covers steps needed to update the email address on an email notification in a workflow..
Website Chatbot Integration Options
Overview: There are several ways to integrate Koopid chat into a business website.
Best Practices: AI, Bots, and Dialog
Overview: This document describes an approach and steps that will help organize and plan your bot deployment. Building a quality bot experience requires a few basic steps and a structured approach.