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WELCOME TO CLIENTPRO AI SUPPORT PORTAL


PLEASE WATCH THE VIDEOS OR USE A SUPPORT OPTION BELOW.

ClientPro AI

Welcome to the ClientPro AI support portal. Below you'll find our training and
support videos for the fastest help. If you still need additional assistance,
submit a ticket below.

SUPPORT PORTAL

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SUPPORT


EMAIL: SUPPORT@CLIENTPRO.AI


PHONE: (803) 886-9179


CHAT: USE BUBBLE BELOW.


SUPPORT TICKET: USE THE SUBMIT TICKET BUTTON ABOVE TO SEND US A SUPPORT TICKET.


QUICK START


PLATFORM OVERVIEW


DASHBOARD OVERVIEW


NAVIGATION OVERVIEW


LAUNCHPAD INTEGRATIONS

Quickstart Training





BUSINESS SETUP


BUSINESS SETUP


LAUNCHPAD - INTEGRATE YOUR SOCIAL MEDIA.


OTHER INTEGRATIONS


DOWNLOAD THE APP


ADDING USERS, RESTRICTIONS


CUSTOM VALUES


ADDING A PHONE NUMBER


ADDING A DOMAIN





Start Business Setup Training





CRM


CRM OVERVIEW & NAVIGATION


BULK IMPORTING & EXPORTING CONTACTS


DELETING A CONTACT & RESTORING DELETED CONTACTS


ADDING A CONTACT


SMART LISTS


BULK ADDING TO CAMPAIGNS, WORKFLOWS


CUSTOM FIELDS


BULK SENDING SMS & EMAILS


ADDING AND USING TAGS

Start CRM Training





WEBSITE & FUNNEL BUILDER


DIFFERENCES IN A FUNNEL OR WEBSITE


WEBSITE & FUNNEL BUILDER OVERVIEW


SECTIONS, ROWS, ELEMENTS


ADDING ELEMENTS TO YOUR PAGE


CREATING TEMPLATES AND GLOBAL AREAS


BUILDING A FORM


BUILDING A SURVEY


CONNECTING A DOMAIN TO YOUR FUNNEL OR WEBSITE


BUILDING THE NAVIGATION FOR YOUR WEBSITE


IMPORTING A CLICKFUNNEL'S FUNNEL


SEO METADATA ON EACH PAGE


ADDING TRACKING CODE TO YOUR SITE


ADD A BLOG


ADDING A BLOG ENTRY

Start Website Builder Training





WORKFLOWS & AUTOMATION


WHAT IS A WORKFLOW?


WORKFLOW TOOLS


CREATING A WORKFLOW


TROUBLESHOOTING WORKFLOWS


CONDITIONS & DYNAMIC WORKFLOWS


ADDING CONTACTS TO WORKFLOWS


WORKFLOW RECIPES

Start WorkFlows Training





CALENDAR


CALENDAR OVERVIEW


CALENDAR INTEGRATIONS


ADDING CALENDAR TO WEBSITES


TEAM CALENDARS

Start Calendar Training





REVIEWS


REVIEW SETUP


SENDING REVIEW REQUESTS


ADDING REVIEWS TO FUNNELS & WEBSITES


AUTOMATING REVIEWS

Start Reviews Training





CHAT WIDGET


CHAT WIDGET OVERVIEW


SETTING UP YOUR CHAT WIDGET


ADDING CHAT TO ANY WEBSITE

Start Chat Training





CONVERSATIONS


CONVERSATIONS OVERVIEW


CONVERSATIONS TEMPLATES


CUSTOM FIELDS & VALUES

Start Conversations Training





EMAIL MARKETING


HTML EMAIL BUILDER


CREATING TEMPLATES


CUSTOM FIELDS & VALUES

Start Email Marketing Training





PIPELINE


WHAT IS A PIPELINE?


CREATING A PIPELINE


MULTIPLE PIPELINES


ADDING CUSTOMERS TO PIPELINES


AUTOMATING ADDING TO PIPELINES

Start Pipeline Training





MEMBERSHIPS


MEMBERSHIP OVERVIEW


MEMBERSHIP PRODUCT SETUP


MEMBERSHIP OFFERS


MEMBERSHIP SETTINGS

Membership Training





SOCIAL PLANNER


SOCIAL PLANNER OVERVIEW


INTEGRATE SOCIAL ACCOUNTS


YOUR FIRST POST


SOCIAL MEDIA DASHBOARD


SCHEDULING POSTS

Social Planner Training





PAYMENTS


PAYMENTS OVERVIEW


QUICKPAY


INVOICES

Payments






SUPPORT@CLIENTPRO.AI


(803) 886-9179

Need additional support? Feel free to reach out and get expert help!


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