Console Guide¶
How-to guides for working in the Anychat console — from connecting messaging channels to day-to-day lead management. The day-to-day guides assume no technical background.
Setting up your agent:
- Channels — connect your agent to RCS, WhatsApp, Apple Messages, SMS, and more; managed vs. bring-your-own-account, and what to expect during provisioning.
- People & Intake — the fields your agent tracks about each person, importing contacts from a spreadsheet, and how product interest maps to your catalog.
- Scheduling Calls — let the agent book calls with your representatives: availability, notifications, reminders, and Google Calendar.
Day to day:
- Reaching Out to People — add a lead, send the agent's opening message, follow the conversation, and get notified when a call is booked. Written for non-technical operators.