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Submission: On June 23 via api from US — Scanned from DE
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× Toggle navigation Learning SkylerAI * Login * Sign Up LEARNING Join Program COURSES IN THIS PROGRAM: ENGLISH - USER GUIDE 21 Lessons in this Course Beginner ENGLISH MOBILE IOS - ANDROID 9 Lessons in this Course LESSONS IN ENGLISH - USER GUIDE : 1. 1 GETTING STARTED Objective: Learn how to Setup SkylerAI 2. 2 LOGIN TO SKYLER Objective: In this video tutorial, users will learn how to log into Skyler AI 3. 3 CONTACTS OVERVIEW 4. 4 MANUALLY ADDING INDIVIDUAL CONTACTS Objective: In this video tutorial, users will learn how to add contacts manually to Skyler 5. 5 PART 1 - MASS UPLOADING CONTACTS Objective: In this video tutorial, users will learn how to create the contact template to mass upload contacts. 6. 6 PART 2 - MASS UPLOADING CONTACTS Objective: In this lesson you will learn how to upload your contact list to SkylerAI. 7. 7 UNDERSTAND THE CONTACTS COLOR CODE SYSTEM Objective: In this video tutorial, users will learn how understand the color coding system. Each color corresponds to different actions required to respond to your contacts. 8. 8 ENGAGE YOUR CONTACTS IN CONVERSATION VIEW Objective: In this video tutorial, users learn how to engage with their contacts both from List and Conversation View. Engagement is any form of connecting or reaching out to a client. 9. 9 CALLING CONTACTS (OPTIONAL) Objective: In this video tutorial, users learn how to call their contacts 10. 10 LISTENING TO VOICEMAIL 11. 11 USING NOTES Objective: In this video tutorial, users learn how to create notes for their contacts 12. 12 USING TASKS Objective: In this lesson, users will understand how to use tasks 13. 13 APPOINTMENTS OVERVIEW 14. 14 STEP 1. CREATE MEETING TYPES Objective: In this video tutorial, users learn how to set up their appointments manually by creating different meeting types 15. 15 STEP 2. CREATING A MESSAGE TEMPLATE FOR YOUR CONTACT Objective: In this lesson you will learn how to create a message for your client so they can self-schedule an appointment. 16. 16 STEP 3. SENDING THE MESSAGE Objective: In this lesson you will learn how to send the message template to individual clients.. 17. 17 STEP 4. NAVIGATING APPOINTMENT LIST Objective: In this lesson, users will learn how to navigate the appointment list 18. 18 CREATING A TRANSACTION Objective: In this video tutorial, users will learn how to create a transaction 19. 19 TEMPLATES Objective: In this lesson, you will learn the purpose of templates and how to use them. 20. 20 NEXT STEPS OVERVIEW 21. 21 UNDERSTANDING THE DASHBOARD Objective: In this video tutorial, users learn how to understand analytics under dashboard LESSONS IN ENGLISH MOBILE IOS - ANDROID: 1. 1 LESSON 1: HOW TO LOGIN TO THE MOBILE APP Objective: Learn how to login to the mobile app 2. 2 LESSON 2: HOW TO NAVIGATE THE MOBILE APP Objective: Learn how to navigate the mobile app 3. 3 LESSON 3: HOW TO ACCESS AND NAVIGATE THE CONTACT VIEW Objective: Learn how to access and navigate the List View 4. 4 LESSON 4: HOW TO ENGAGE A CONTACT VIA TEXT Objective: Learn how to engage a Contact 5. 5 LESSON 5: HOW TO LISTEN TO A CONTACT VOICEMAIL RECORDING Objective: Learn how to listen to a Contact voicemail 6. 6 LESSON 6: HOW TO ADD OR VIEW A NOTE Objective: Learn how to add or view a note 7. 7 LESSON 7: HOW TO SET AN APPOINTMENT Objective: Learn how to schedule an appointment 8. 8 LESSON 8: HOW TO MANUALLY ADD A CONTACT Objective: Learn how to manually add a Contact 9. 9 LESSON 9: HOW TO CALL A CONTACT USING THE MOBILE APP Objective: Learn how to call a Contact Join Program Copyright © 2024 Learning SkylerAI. All rights reserved.