How To's

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.