Welcome to Your User Settings. Let's discuss each page and what data you will need to enter. Your user settings in the SupportOS empower you to manage crucial agency information efficiently. Your browser does not support HTML5 video.     1. General Information: Agency Name: The agency name setting allows you to personalize your agency's identity wit...

Welcome to the Support Engine & Knowledge Base section of Support OS. Here, you can access white-labeled knowledge base articles & live chat support for you and your customers.   Your browser does not support HTML5 video.     Knowledge Base Section:   Click on a category to view available articles.  You can add articles to the suggested bloc...

B-011. Lead Form Automations This module automates the delivery and follow-up of lead magnets via high-level Facebook or TikTok forms. It tracks interactions with the lead magnets and notifies your sales team about engaged prospects. This helps determine whether a sales conversation should be initiated.   Your browser does not support HTML5 video.  ...

Welcome to this lesson on your User Guide feature in the Support OS system! User Guides are essential tools for familiarizing users with the app's various features.    Your browser does not support HTML5 video.     Let's explore how they work and how you can customize them.    User Guides cover a range of features and functionalities within the app,...

Welcome to your Extended Support OS operating system. Before we get started, let me introduce you to the various apps that are available when enabled.   Your browser does not support HTML5 video.   Enabled apps appear at the top with a red disabled sign. Clicking "disable" removes the app, allowing you to enable it later. Apps not in your plan show ...

B-009. Review Automations This module automates the process of soliciting reviews from customers and managing their feedback. It sends out review requests via SMS and email, directs customers to complete a survey, and handles their responses to provide appropriate follow-up actions.   Your browser does not support HTML5 video.   How It Works: Surfac...

Welcome to Your User Settings. Let's discuss each page and what data you will need to enter. Your user settings in the SupportOS empower you to manage crucial agency information efficiently.   Your browser does not support HTML5 video.   Now, navigate to the Billing tab of your User settings. Billing Information: Billing Address: Manage and update y...

With the Widget Customizer, you have complete control over the appearance and functionality of your support widget, allowing you to create a seamless and engaging user experience for your clients. With these settings, you can transform your support widget into a unique and impressive tool, tailored to meet your clients' needs perfectly.   Your brows...

Your browser does not support HTML5 video. Let's learn about the Theme Customizer. This feature allows you to customize your login & dashboard screens for your agency, differentiating yourself from the competition.      Start by clicking on the Theme Customizer, and the app will open it in a separate tab.     In the SupportOS's Theme Customizer,...

Let's learn about the Theme Customizer. This feature allows you to customize your login & dashboard screens for your agency, differentiating yourself from the competition.  Your browser does not support HTML5 video.     Start by clicking on the Theme Customizer, and the app will open it in a separate tab.     Login Themes allow you to choose the...

You must install the Unified Embed Code to seamlessly integrate your SupportOS apps with your Highlevel agency settings. This step is crucial for connecting and utilizing any SupportOS app with your clients. Your browser does not support HTML5 video. Here's the rundown on how to install your code: Open SupportOS: Launch your SupportOS platform and l...

Welcome to the News Announcements feature in your Support OS. Let's learn about it and how you can control it from the backend.   News announcements cover all the feature releases that High Level provides. Articles are uploaded into the app for customers to stay informed, encouraging engagement and long-term use.    Your browser does not support HTM...

Welcome to this lesson on your User Guide feature in the Support OS system! User Guides are essential tools for familiarizing users with the app's various features.   Your browser does not support HTML5 video.       You can add & edit your custom steps! Whether adding a new step to a premade user guide or starting from scratch, custom steps will...

Welcome to your onboarding engine!    Your browser does not support HTML5 video. Let's explore the Onboarding feature, explicitly focusing on Onboarding Forms and Sub-Account Management.   Moving to Sub-Account Management, this feature gives you granular control over which accounts can access various features within your platform. This level of cont...

With the Widget Customizer, you have complete control over the appearance and functionality of your support widget, allowing you to create a seamless and engaging user experience for your clients. With these settings, you can transform your support widget into a unique and impressive tool, tailored to meet your clients' needs perfectly.   Your brows...

Let's dive into the Launch Guides feature, which provides essential checklists for clients to streamline their account setup and system implementation. Your browser does not support HTML5 video. Launch Guides are detailed checklists that guide users through specific implementation steps, such as adding domains, integrating tools, and other crucial p...

Welcome to this lesson on your User Guide feature in the Support OS system! User Guides are essential tools for familiarizing users with the app's various features.      Let's explore how they work and how you can customize them.    First, User Guides cover a range of features and functionalities within the app, providing step-by-step instructions f...

Your browser does not support HTML5 video. Let's learn about the Theme Customizer. This feature allows you to customize your login & dashboard screens for your agency, differentiating yourself from the competition.      Start by clicking on the Theme Customizer, and the app will open it in a separate tab.     To establish a connection, copy the ...

B-002. Generic Nurture This module automates the process of nurturing leads through weekly text messages and monthly emails. It ensures consistent engagement with potential customers over an extended period, helping to keep your business top-of-mind. Your browser does not support HTML5 video. How It Works: Surface Level When the automation fires: It...

B-004. Database Reactivation This module helps you reactivate dormant contacts in your database by sending automated text messages and emails. It includes features for split testing different messages and sending times, controlling the flow of messages to avoid overwhelming your system, and organizing responses to prioritize follow-up actions. Your ...

B-013. Seasonal Communication This module automates the process of sending out holiday messages to your contacts based on their country. It includes a country selector tool to customize messages for different countries and sets up workflows to send out holiday emails on the appropriate dates.   Your browser does not support HTML5 video.   How It Wor...

Welcome to Your User Settings. Let's discuss each page and what data you will need to enter. Your user settings in the SupportOS empower you to manage crucial agency information efficiently. Your browser does not support HTML5 video.     Now, navigate to the Features tab of your User settings. Features: Feature Settings: Explore and customize the fe...

Welcome to Your User Settings. Let's discuss each page and what data you will need to enter. Your user settings in the SupportOS empower you to manage crucial agency information efficiently.   Now, navigate to the Domain tab of your User settings. Domain Settings: Configure and manage your domain settings, including domain name registration and DNS ...

Your browser does not support HTML5 video. Analytics: Analytics provide satisfaction ratings and chat logs, showing conversations between your customers and our agents. Monitoring satisfaction ratings and chat logs. Viewing chat conversations between agents and customers. Accessing demo analytics....

Welcome to the Academy Courses section of Support OS, your gateway to a rich collection of white-labeled onboarding courses and lessons tailored for both you and your customers. Your browser does not support HTML5 video. Custom Menu Link Integration: Integrate custom menu links to provide easy access to Academy lessons from external sources, tailori...

Welcome to the Academy Courses section of Support OS, your gateway to a rich collection of white-labeled onboarding courses and lessons tailored for both you and your customers.   Your browser does not support HTML5 video.   Category Navigation: Effortlessly navigates diverse lessons by exploring specific interest categories, making knowledge acquis...

Welcome to the Support Engine & Knowledge Base section of Support OS. Here, you can access white-labeled knowledge base articles & live chat support for you and your customers.   Your browser does not support HTML5 video. Live Chat allows you to enable/disable the managed live chat service if included in your plan. Support OS plans will not ...

Welcome to the Academy Courses section of Support OS, your gateway to a rich collection of white-labeled onboarding courses and lessons tailored for both you and your customers. Your browser does not support HTML5 video.   Category Navigation: Effortlessly navigates diverse lessons by exploring specific interest categories, making knowledge acquisit...

Welcome to the Support Engine section of Support OS. Here, you can access white-labeled knowledge base articles & live chat support for you and your customers. Your browser does not support HTML5 video.   Under Sub-Account Management, this feature gives you granular control over which accounts can access various features within your platform. Ea...

Welcome to the Knowledge Base section of Support OS, where you can access a comprehensive repository of white-labeled knowledge base articles designed for both you and your customers.  Your browser does not support HTML5 video. Management Features: Enable / Disabling Articles: Easily control the visibility of articles, ensuring that only relevant co...

Setting the default status of articles streamlines management and organization within the knowledge base, ensuring consistency and efficiency in content creation and publication. By defining a default status, you establish a predetermined state for newly created articles, reducing the need for manual adjustments and maintaining uniformity in your kn...

Welcome to the Knowledge Base section of Support OS, where you can access a comprehensive repository of white-labeled knowledge base articles designed for both you and your customers.  Your browser does not support HTML5 video. Management Features: Enable / Disabling Articles: Easily control the visibility of articles, ensuring that only relevant co...

Rearranging articles within your knowledge base is an essential task that optimizes the user experience and prioritizes essential information for your audience. Your browser does not support HTML5 video. The ability to rearrange articles allows you to organize content in a logical and intuitive manner, making it easier for users to find the informat...

Enabling or disabling articles within your knowledge base is a crucial aspect of content management, allowing you to control the visibility of articles based on relevance and user requirements. Your browser does not support HTML5 video. Enabling an article makes it visible and accessible to users, while disabling it hides it from view. This feature ...

Welcome to the Academy Courses section of Support OS, your gateway to a rich collection of white-labeled onboarding courses and lessons tailored for both you and your customers. Your browser does not support HTML5 video.   Let's dive into everything you need to know to harness the full potential of this feature:   Category Navigation: Effortlessly n...

Welcome to this lesson on your User Guide feature in the Support OS system! User Guides are essential tools for familiarizing users with the app's various features.    Your browser does not support HTML5 video.   Within the User Guides customization settings, you can control various aspects of the guides' appearance and functionality. Title Font Siz...

With the Widget Customizer, you have complete control over the appearance and functionality of your support widget, allowing you to create a seamless and engaging user experience for your clients. With these settings, you can transform your support widget into a unique and impressive tool, tailored to meet your clients' needs perfectly.   Your brows...

Welcome to the News Announcements feature in your Support OS. Let's learn about it and how you can control it from the backend.   News announcements cover all the feature releases that High Level provides. Articles are uploaded into the app for customers to stay informed, encouraging engagement and long-term use.    Your browser does not support HTM...

Let's dive into the Launch Guides feature, which provides essential checklists for clients to streamline their account setup and system implementation. Your browser does not support HTML5 video. Launch Guides are detailed checklists that guide users through specific implementation steps, such as adding domains, integrating tools, and other crucial p...

Welcome to this lesson on your User Guide feature in the Support OS system! User Guides are essential tools for familiarizing users with the app's various features.    Your browser does not support HTML5 video.     You can create and manage tours, giving them unique names, routes, and descriptions to provide additional context for users. You can cre...

Let's learn about the Theme Customizer. This feature allows you to customize your login & dashboard screens for your agency, differentiating yourself from the competition.    Your browser does not support HTML5 video.   Start by clicking on the Theme Customizer, and the app will open it in a separate tab.     To establish a connection, copy the ...

Let's learn about the Theme Customizer. This feature allows you to customize your login & dashboard screens for your agency, differentiating yourself from the competition.  Your browser does not support HTML5 video. Start by clicking on the Theme Customizer; the app will open it in a separate tab.     Dashboard Themes allow you to choose the the...

Welcome to the Knowledge Base section of Support OS, where you can access a comprehensive repository of white-labeled knowledge base articles designed for both you and your customers.  Your browser does not support HTML5 video. Management Features: Enable / Disabling Articles: Easily control the visibility of articles, ensuring that only relevant co...

Welcome to the Knowledge Base section of Support OS, where you can access a comprehensive repository of white-labeled knowledge base articles designed for both you and your customers. Seamless Integration: Integrate custom menu links to provide easy access to your knowledge base from external sources. Customize links based on user categories for a t...

Welcome to the Knowledge Base section of Support OS, where you can access a comprehensive repository of white-labeled knowledge base articles designed for both you and your customers.  Your browser does not support HTML5 video.   Here's everything you need to know to maximize the potential of this feature:   User Access: Non-agency users will have a...

B-017. Link Tree The Link Tree module is a user-friendly tool that allows businesses to create a central hub for all their important links and social profiles. It includes customizable buttons, profile photos, bio lines, and subscription forms, all managed through Extendly’s custom values system.   Your browser does not support HTML5 video.   How It...

Welcome to your onboarding engine!  Your browser does not support HTML5 video.   Let's explore the Onboarding feature, explicitly focusing on Onboarding Forms, Templates, and Sub-Account Management.     Starting with Onboarding Forms, this feature streamlines gathering necessary information from your users for proper setup. Here's how it works: You ...

Welcome to your onboarding engine!  Your browser does not support HTML5 video. Let's explore the Onboarding feature, explicitly focusing on Onboarding Forms, Templates, and Sub-Account Management.     Starting with Onboarding Forms, this feature streamlines gathering necessary information from your users for proper setup. Here's how it works: You ca...

B-005. Payment Automations This module automates various aspects of the payment process, including sending invoices, handling payments, managing checkouts, and dealing with abandoned carts. It ensures that customers are reminded to pay invoices, facilitates checkout processes, and follows up on incomplete transactions to maximize sales.   Your brows...

B-006. Request A Callback This module automates the process of handling customer callback requests. It ensures that when a customer requests a callback through a form, the request is logged, followed up with an attempt to connect the call, and managed based on the outcome of the call.   Your browser does not support HTML5 video.   How It Works: Surf...

B-003. List Cleanup/MGMT This module helps maintain a high-quality contact list by ensuring essential contact information is up-to-date. It automates the process of following up with contacts, handling inactive opportunities, managing bounced emails, and updating missing contact details.   Your browser does not support HTML5 video.   How It Works: S...

B-007. Calendar Automations This module automates the scheduling, confirmation, and follow-up process for appointments. It manages different types of calendars, handles appointment reminders, and tracks the status of appointments to ensure smooth and efficient booking and follow-up.   Your browser does not support HTML5 video.   How It Works: Surfac...

B-008. Inbound Messaging This module automates the handling of inbound messages from various channels (e.g., website contact forms, web chat widgets, Facebook Messenger, Instagram DMs, Google My Business messages). It ensures timely responses and internal notifications, and helps manage customer interactions systematically. Your browser does not sup...

B-016. Referral Automations This module solicits referrals from existing customers and manages the referral process. It automates the outreach to referred contacts, tracks referral information, and notifies sales teams to prioritize follow-ups.   Your browser does not support HTML5 video.   How It Works: Surface Level When the automation fires: It r...

B-010. Phone Administration This module automates the process of handling inbound phone calls, including missed calls and call logging. It ensures that missed calls receive follow-up text messages and captures detailed information from answered calls. It helps businesses manage phone interactions effectively, ensuring no leads are lost and all calls...

B-015. Subscription Preferences This module manages your email and SMS subscription preferences, allowing contacts to opt in and out of communications. It automates handling of hard and soft opt-outs, unsubscribes, and resubscriptions, ensuring compliance with customer preferences and maintaining a clean contact list.   Your browser does not support...