Knowledge base
Channels — Webchat, Facebook, Instagram, Email, Lead Forms
5 how-to guides for channels — webchat, facebook, instagram, email, lead forms in SM2.IO — including website web-chat widget, email as a channel + webmail inbox, email relay to an agent's own mailbox, hosted lead forms.
See the Omnichannel — every channel, one thread feature →Channels — Webchat, Facebook, Instagram, Email, Lead FormsWebsite web-chat widgetA chat bubble on your website that turns a visitor's question into a text conversation in your…Channels — Webchat, Facebook, Instagram, Email, Lead FormsEmail as a channel + Webmail inboxTwo-way email that threads into the same customer record as their texts, plus a dedicated email-client…Channels — Webchat, Facebook, Instagram, Email, Lead FormsEmail relay to an agent's own mailboxThe email equivalent of SMS relay — a customer email is forwarded to a staff member's mailbox; they reply from it; we…Channels — Webchat, Facebook, Instagram, Email, Lead FormsHosted lead formsPublic web forms that capture a name/phone/email/message, create a contact, and drop the lead into your…Channels — Webchat, Facebook, Instagram, Email, Lead FormsUnified omni inbox (one contact, all channels)A single row per customer that rolls up every channel they've used, so you reply in context regardless of where the…
Other topics
Unified Inbox & MessagingSMS / TextPhone, Voice & SoftphoneFaxReviews & ReputationSurveys & Feedback (NPS/CSAT)Contacts, CRM, Tags & SegmentsSales Pipeline, Tasks & Custom FieldsCampaigns, Blasts & Drip AutomationAI Assistant & Knowledge BasePayments, Invoices & EstimatesAnalytics & ReportingTeam, Staff Directory & Roles/RBACNotifications & Internal MessagingConversation Folders, Archive & Follow-upBulk Import / ExportBilling, Tiers & ModulesMulti-location / OrganizationsOnboarding & SignupIntegrations & APIWebsite Widget & Form WidgetCompliance, Consent & GuardrailsBranding & White-label
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