How to add Click to chat WhatsApp button on your website
The "click to chat" feature lets you start a WhatsApp conversation with visitors on your website. TimelinesAI provides a free WhatsApp button for your site, allowing you to add multiple numbers and pre-fill message. To add this button to your website: Get a free button at https://timelines.ai/widget/ . Insert the generated code before the closing </headtag on your website. Enjoy the results Quick demo of the whole process: https://apSome readersHow to Share a Zap Template
To share a Zap template, you'll need to go to Zapier and follow these steps - keep in mind that you must publish your Zap to share it: Search for your Zap within this section Once you have found your Zap, click on the 3-dot button that's on the right Select "Share a Template" Confirm the details that Zapier will present you with and then, click on "Share" You'll get a link which you can then share with anyone to review your Zap structure (htFew readersHow to Increase the Number of Seats
As the owner of your workspace, you may add one or more seats to your plan by following these instructions for monthly plan: Go to your "Account" dropdown, expand it Navigate to "Subscriptions" area Click on "Manage plan and seats" button Lastly, click on "Update Quantity" and add the desired number of seats Important note: if you have annual plan please contact customer service to increase the number of seats.Few readersMigration from Inbound Webhooks to Public API
TimelinesAI has recently updated the Webhooks Integration. Now, instead of Inbound Webhooks, we'll introduce our Public API. Therefore, you'll need to change your integration settings, in order to configure your Public API accordingly. Transition between Inbound Webhooks to Public API (Few readersHow 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 3. Navigate to the “ActFew readersHow 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 readersHow 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 communication gets into Pipedrive. To achieve this, you may disable this setting: Pipedrive and WhatsApp integration settings As we match the contacts by numbers, if you disable this setting, only the contacts that are already created on Pipedrive will geFew readersHow to translate TimelinesAi workspace using Google Translate
Did you know that you can easily translate your whole workspace to a wide range of languages using the Google Translate extension for Chrome browser? This will translate even the WhatApp messages themselves! Excited to get started? All that's required is a Chrome web browser and a TimelinesAI account. Install the official Google Translate extension in your Chrome browserFew readersHow to search chats by contact name/number?
Open the "All chats" list at https://app.timelines.ai/chats/filterall 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