Using Textline
Account Basics
- Signing up for Textline
- Using an existing landline
- Using an existing VoIP number
- Using an existing Twilio phone number
- Joining an existing Textline account
- Signing in to Textline
Your Team
- Adding an Agent
- Why add multiple Agents
- Deleting an Agent
- Reviewing your Agents’ metrics
- Roles in Textline
- Changing an Agent’s role
Your Contacts
- Using the Address Book
- Adding Contact Details
- Editing a contact phone number
- Custom Address Book Fields
- Tagging Contacts
- Mass importing existing contacts
Conversations
- The Conversation List
- Starting a New Conversation
- Claim a Conversation
- Using Whispers
- Transfer a Conversation
- Using Shortcuts
Tools & Dashboard
Billing & Organization Settings
- Textline referral program
- Pricing guide
- Starting your free trial
- Adding or updating Billing Information
- Confirming your current plan
- Changing your Textline plan
Integrations
- Connecting to Textline through Talkdesk
- Facebook integration
- Help Scout integration
- Pipedrive integration
- Shopify integration
- Slack integration
Troubleshooting
- I’m not getting the password reset email
- My Address Book upload isn’t working
- My account isn’t letting me add Agents
- I’m having trouble entering / saving my payment info
- My messages are taking a long time to be sent / received
- I'm not getting Notifications / message alerts