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
- Multi-Factor Authentication
- Adding an Agent
- Deleting an Agent
- Reviewing your Agents’ metrics
- Roles in Textline
- Custom Roles
Your Contacts
- Advanced & Saved Searches
- Create a texting hyperlink
- Using the Address Book
- Adding Contact Details
- Editing a contact phone number
- Custom Address Book Fields
Conversations & Messaging Tools
- Pro Contact Consent
- The Conversation List
- Starting a New Conversation
- Claim a Conversation
- Using Whispers
- Transfer 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
- Importing Consent
- Configuring SAML, Single Sign On (SSO), Okta, or Azure
- Whitelisted IP Addresses
- HIPAA Account
- Automatic Sign-Off
- Authentication Security Settings
Integrations
- Aircall Integration
- Chrome Extension
- Salesforce Integration
- Talkdesk integration
- Zendesk 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