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.

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.