Connecting Subaccount to the Assistantz Platform Objective To provide a clear and concise procedure for team members to resolve the "No Active CRM Connection" issue within the sub-account, ensuring a seamless connection ...
Diagnosing and Fixing Calendar Booking Hiccups Conversational booking is a refined tool call set from our system but there are some things associated that we cannot control such as your prompt, your CRM calendar settings and relevant inte ...
Updating User Details in the System Objective To provide a clear and concise procedure for team members to effectively collect and update user information (name, email address, and property address) in the system, ensur ...
SOP: Troubleshooting Number Purchase Issues Objective: To troubleshoot and resolve errors encountered while trying to purchase a number on Twilio. Key Steps: Check Limits: Access the admin account. Navigate to sub-accounts. Manage ...