Welcome to Our Help Site

Getting Started

16 articles in this Topic

• Before You Get Started
• Step 1 - Connecting An Email Channel
• Step 2 - Inviting New Staff
• Step 3 - Connecting Social Media Channels
• Step 4 - Creating Your Avatar
• Step 5 - Adding Your Signature
• Step 6 - Implementing Autoresponders

See all articles in Getting Started →

Learning Re:amaze

6 articles in this Topic

• First Things First
• Your Personal Staff Profile
• Personal and Channel Signatures
• Using the Main Dashboard
• Responding to and Managing Conversations
• Working with Other Team Members

Video Tutorial Series

14 articles in this Topic

• Comprehensive Platform Demo
• Learning Re:amaze
• Email Channels and Email Forwarding
• Autoresponders, Email Appearance, Inserting Articles/Responses
• Text Customization and Language
• Re:amaze Embed Builder
• Shopify and Re:amaze

See all articles in Video Tutorial Series →

Productivity Features

19 articles in this Topic

• Re:amaze Chat Modes (Real Time Chat vs. Classic Chat Mode)
• Re:amaze FAQ (Creating your FAQ)
• Re:amaze Live Dashboard
• Re:amaze Peek (For Re:amaze Live Dashboard)
• Dynamic Variables in Re:amaze Automated Responses
• Re:amaze Automated Customer Satisfaction Surveys and Ratings
• Re:amaze Presence and Collision Detection

See all articles in Productivity Features →

Conversations and Handling

15 articles in this Topic

• Understanding Conversation States
• Participating in Conversations
• Replying to Conversations
• Forwarding Conversations
• Assigning and Reassigning Conversations
• Moving Conversations
• Merging Conversations

See all articles in Conversations and Handling →

Contacts and Customers

8 articles in this Topic

• Customer Contact Management
• Customer Profile Page
• Customer Data Attributes
• Custom Fields
• Adding a friendly name for a customer
• Customer Quick Profile
• Exporting Re:amaze Customer Contacts

See all articles in Contacts and Customers →

Reporting

10 articles in this Topic

• What does each report mean?
• Volume report metrics
• How response times are calculated
• Exporting reports to CSV
• Need other reports?
• Reporting by conversation origin
• Restricting access to reports

See all articles in Reporting →

3rd Party Integrations

44 articles in this Topic

• Shopify: How-To
• Shopify Draft Orders: How-To
• BigCommerce: How-To (Stencil Themes)
• BigCommerce: How-To (Non-Stencil Themes)
• WooCommerce: How-To
• Amazon Integration (Beta)
• ChannelReply: How-To

See all articles in 3rd Party Integrations →

Useful Tips & Tricks

10 articles in this Topic

• Shopify Cue Recipe: Automatically ask customers to review a purchased product
• Add Re:amaze Chat to your Re:amaze Help Site FAQ.
• Removing or shrinking Reamaze embeds for mobile devices
• How come my test email isn't coming through?
• Gmail alias forwarding
• How are emails and conversations threaded?
• Changing the Font for Your FAQ

See all articles in Useful Tips & Tricks →

Other Frequently Asked Questions

9 articles in this Topic

• How do I change or reset my account password?
• What is Re:amaze's free trial policy and how long is it?
• How do I suspend, cancel, or close my Re:amaze account?
• How do I access my billing and payment history?
• How do I change my Help Site's (FAQ / Knowledge Base) Favicon?
• How do I change my Help Site's (FAQ / Knowledge Base) title logo and header color?
• How do I enable sound notifications on Safari?

See all articles in Other Frequently Asked Questions →

Account Settings

4 articles in this Topic

• Multi-Brand
• Staff Management and Adding New Staff
• Departments and Staff Groups
• Roles and Permissions

Website Integrations

2 articles in this Topic

• Embeddables
• Cues

Automation

5 articles in this Topic

• Chatbots (Hello Bot, FAQ Bot, Order Bot)
• Chatbots (Custom Cue Bots)
• Chatbots (Custom Workflow Bots)
• Workflows
• Intents

Channel Settings

14 articles in this Topic

• Chat Settings, Office Hours, and Chat Mode
• Email Channels (General Information)
• Email Channels (Custom SMTP for Gmail OAuth / Outlook / Office 365 OAuth)
• Email Channels (SPF Records and Email Deliverability)
• Social Channels (Facebook Page and Facebook Messenger)
• Social Channels (Facebook Lead Ads via Facebook Business)
• Social Channels (Instagram)

See all articles in Channel Settings →

Notification Settings

5 articles in this Topic

• Subscribed Channels (For Notifications)
• Desktop Notifications (Browser Push Notifications)
• Email Notifications
• Mobile Notifications
• Dashboard Event Notifications and Viewed Indicators

Status Page

3 articles in this Topic

• Status Page (General Information)
• Business Systems (Status Page)
• Business Incidents (Status Page)

Advanced Settings

5 articles in this Topic

• Email Appearance
• Response Templates (Canned Replies, Saved Replies, Canned Responses)
• Tags (Labels, Folders, Filters)
• SAML/SSO
• Apps (3rd Party Integrations)

Personal Settings

3 articles in this Topic

• Personal Signature
• Changing Password
• Customization Settings

Plan Settings

1 article in this Topic

• Re:amaze Pricing, Your Subscription Plan, and Payment Method