Using Textline
Account Basics
- Texting Best Practices
- Admin Guide
- Signing up for Textline
- Using International Numbers
- Using An Existing Landline
- Using An Existing VoIP Number
Your Team
- Teams
- Adding an Agent
- Deleting an Agent
- Reviewing your Agents’ metrics
- Roles in Textline
- Custom Roles
Your Contacts
- Preferred Language
- Advanced & Saved Searches
- Create a texting hyperlink
- Using the Address Book
- Adding Contact Details
- Editing a contact phone number
Conversations & Messaging Tools
- Surveys: Preferred Language
- Routes
- Automation Type: Timer
- The Conversation List
- Starting a New Conversation
- Claim a Conversation
Tools & Dashboard
- Custom Surveys
- Conversation Dashboard
- Net Promoter Score (NPS) Survey
- Customer Satisfaction (CSAT) Survey
- Metrics Dashboard Basics
- Metrics Definitions
Billing & Organization Settings
- The Campaign Registry Pricing
- Starting your free trial
- SMS Messages and MMS Defined
- Pricing guide
- Adding or updating Billing Information
- Claiming your domain
Security
- Consent: Manual Override
- Sensitive Data Redaction
- Consent: Importing Consent
- HIPAA: Consent in preferred language
- Configuring SAML, Single Sign On (SSO), Okta, or Azure
- Whitelisted IP Addresses
Integrations
- Chrome Extension
- Salesforce integration
- Slack integration
- Zendesk Support integration
- Zendesk Sell integration
- Pipedrive 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