• How to Add Seats to Your TimelinesAI Plan

  As the owner of your workspace, you have the ability to add one or more seats to your plan, allowing additional team members to access your account. Please follow the steps below if you are on a monthly plan: Click on your “Account” dropdown in the top-right corner of the dashboard. Navigate to the “Subscriptions” section, or go directly using this link: Subscriptions. Click on the “Manage Plan and Seats” butFew readers

• How to Turn On Filters to see the HubSpot Integration

  After establishing a connection between TimelinesAI and HubSpot, take one additional step for the integration to be visible in HubSpot: Click on “Test integration” A pop-up will be displayed with a link to a Test Contact created in your HubSpot account; click on it. If you missed the pop-up, navigate to your HubSpot account and find the “TimelinesAI Support” contact Navigate to the “AcFew readers

• How to hide contacts' phone numbers from the team

  TimelinesAI allows workspace owners to hide WhatsApp contact numbers from non-admin team members. This helps to protect the privacy of your WhatsApp contacts even within your team. To start hiding phone numbers: Open Subscription General Settings ( direct link: https://app.timelines.ai/account/settings/general/ ) Check the "Hide phone numbers" box Click "Update: (https://storage.crisp.chat/users/helpdesk/website/9426Few readers

• How to search chats by contact name/number?

  Open the "Chats" section Use the top search bar to find desired chat The search relies on contact names as seen in the chat list at TimelinesAI. If a contact doesn't have a name, their phone number is used as their default name and you can find these contacts by searching with their phone number.Few readers

• How to disable syncing personal contacts to PipeDrive

  Do you or your team members use personal WhatsApp accounts for work? There is an easy way to make sure no personal WhatsApp chat gets into Pipedrive. To achieve this, you may disable this setting within the Pipedrive Integration on TimelinesAI:Few readers