Learning Center Mekari
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[NEW] How to Send WhatsApp Follow-up Templates via Qontak Chat Mobile
In Mekari Qontak Chat Mobile, Follow-up type templates can be used to send outbound messages (business-initiated message), which are messages proactively sent to customers when there has been no re...
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How to Enable AI in Chatbots
After setting the knowledge and instructions to the AI, you can then activate the AI in the conversation you have created in the Chatbot menu. Here are the steps. Enter the Chatbot menu. Then, cl...
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Overview Menu Companies
The Companies menu is used for database management. You can use this menu to manage all information and activities related to your customers' companies or businesses.The Company page has now been u...
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How to Understand Product Sales Trends Report Download Results
To see the trend of your product sales every month, you can view the report by downloading the Product Sales Trends Report. The downloaded Product Sales Trends Report when it is downloaded will dis...
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How to View Deals Appearance on Mobile Version
Qontak CRM is available in 2 versions, web and mobile versions. So, if you want to manage your deals, you can do so directly on the Deals Menu in your Qontak mobile app. Here's what the mobile vers...
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How to Add Team
The Add Team feature only applies to accounts with Admin level. Make sure your role is an Admin in the company's CRM to be able to add new teams /groups. Click the arrow located to ...
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How to Send a Follow-up Campaign to Chats That Have Expired
META enforces the Standard Messaging Window policy. As long as the conversation is still active within a 24-hour period (counted from the last incoming message from the customer), you can send free...
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How to Manage Menu Properties - Automated Actions
Automated Actions are a way to add functionality to Qontak CRM without doing any programming. This feature can be used to trigger certain actions or actions automatically.Here are the steps to mana...
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How to Move Deals on Qontak Web Version
In the web version of Qontak, you can move the stage from one stage to another. There are two ways to move the stage away from deals. Here are the steps: Drag and drop the deals you want to move t...
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How to Integrate Qontak CRM
Integrations are a Qontak Omnichannel feature where customers can connect various platforms with chat panels such as email or Instagram. ImportantOnly users with the Admin role can perform the inte...
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