Articles in this category How to Register a Business? Open the Workmate | Flozo AI URL in your browser to access the signup page. On the registration page, fill in the following fields: First Name Last Name How to Add a New Knowledge Resource? From the main navigation menu, select AI Engine. Open the Knowledge Base tab. Choose how you want to add content: Upload PDF: Drag and drop a PDF file or select it from your device. Add UR... How to Download an Uploaded Resource? From the main navigation menu, select AI Engine. Open the Knowledge Base tab to view the list of uploaded resources. Under the desired file title, click Download File. How to Change the Status of Knowledge Resource? From the main navigation menu, select AI Engine. Open the Knowledge Base tab. Locate the resource whose status you want to update. Use the Status toggle to enable or disable the resource. How to Delete a Knowledge Resource? From the main navigation menu, select AI Engine. Open the Knowledge Base tab. Find the resource you want to remove. Click the Bin icon next to it. How to Add a New Auto Response? From the main navigation menu, select AI Engine. Open the Auto Responses tab. Click Add New Response. How to Change Status for Auto Response? From the main navigation menu, select AI Engine. Open the Auto Responses tab. Locate the auto response you want to update. Use the Status toggle to activate or deactivate it. How to Edit an Auto Response? From the main navigation menu, select AI Engine. Open the Auto Responses tab. In the list of responses, click the Edit (Pen) icon next to the response you want to modify. How to Delete an Auto Response? From the main navigation menu, select AI Engine. Open the Auto Responses tab. Locate the response you want to delete. Click the Bin (Delete) icon next to it. How to Manage Agent Settings? From the main navigation menu, select AI Engine. Open the Settings tab. Review the prefilled configuration fields. How to Configure Widget’s appearance & behavior? From the main navigation menu, select AI Engine. Open the Widget Settings tab. How to Change Status for Public URL? From the main navigation menu, select AI Engine. Open the Deploy tab. In the Public URL section, review the status toggle. How to Start a Webchat Session? From the main navigation menu, select AI Engine. Open the Deploy tab. Under the Chatbot Setup section, locate the Web Chat URL. How to Disable Active Integrations? From the main navigation menu, select AI Engine. Open the Deploy tab. In the Integrations section, review the list of connected channels (e.g., WhatsApp, Slack). For any channel you want to di... How to Add a New Contact? From the main navigation menu, select Audience > Contacts. Click the Add Contact icon. How to Edit an Existing Contact? From the main navigation menu, select Audience > Contacts. All contacts are listed here, including those added manually and those created automatically via webchat. In the Actions column, cli... How to View Existing Contact Details? From the main navigation menu, select Audience > Contacts. Locate the contact you want to review in the list. In the Actions column, click the View (Eye) icon. How to Delete a Contact? From the main navigation menu, select Audience > Contacts. All contacts are listed on this page. In the Actions column, click the Delete (Bin) icon for the contact you want to remove. How to Delete Multiple Contacts? From the Audience > Contacts, select the checkbox next to one or more contacts. Click the Delete (Bin) icon at the top of the list. How to Add a New Tag? From the main navigation menu, select Audience > Tags. Click the + New Tag button. How to Edit an Existing Tag? From the main navigation menu, select Audience > Tags. Review the list of existing tags. Click the Edit icon next to the tag you want to rename. How to Assign Tag to Contact(s)? From the main navigation menu, select Audience > Contacts. All contacts are listed here, including those added manually and via webchat. Select one or more contacts using the checkboxes. Cl... How to View Tagged Contacts? From the main navigation menu, select Audience > Tags. Locate the tag you want to inspect. In the Actions column, click the View Contacts icon. How to Remove Tag from Contacts? From the main navigation menu, select Audience > Tags. Locate the tag from which you want to remove contacts. Click the View Contacts icon in the Actions column. In the contact list for tha... How to Delete a Tag? From the main navigation menu, select Audience > Tags. All existing tags are listed on this page. In the Actions column, click the Delete (Bin) icon for the tag you want to remove. How to View Web Chats? From the main navigation menu, go to Conversations. In the channel dropdown, select Web Chat. How to View Conversations from Other Channels? From the main navigation menu, go to Conversations. In the channel dropdown, select the desired Integrated Channel (e.g., Slack, WhatsApp, Teams, Telegram). How to Update a Business's Name? From the main navigation menu, go to Business Settings. At the top of the page, locate the Business Name. Click the Edit (Pen) icon next to the business name. How to Configure Business Working Days and Hours? From the main navigation menu, go to Business Settings. Locate the Working Days & Hours section. How to Add an Off Day? From the main navigation menu, go to Business Settings. Locate the Off Days section. Click the Add icon. How to Edit an Off Day? From the main navigation menu, go to Business Settings. Locate the Off Days section. In the list of existing off days, click the Edit (Pen) icon next to the one you want to modify. How to Delete an Off Day? From the main navigation menu, go to Business Settings. Locate the Off Days section. In the list of off days, click the Delete (Cancel) icon next to the one you want to remove. How to Integrate a Social Channel? Navigate to Connectors from the main menu. All supported social channels (e.g., Slack, Teams) will be listed with a Connect option. Click Connect under the desired channel. How to Subscribe a New Plan? Navigate to Billing from the main menu. Under the Upgrade Package section, select the desired plan. How to Upgrade an Existing Plan? Navigate to Billing from the main menu. Your current plan and usage details are displayed on the billing page. Click Change Plan. How to Cancel an Active Subscription? Navigate to Billing from the main menu. Your current plan, usage, and subscription status are displayed on the billing page. Click Change Plan. How to Create a New Business? From the main navigation menu, go to Businesses > Create New. Enter the Business Name and select the Timezone. How to Configure Business Details? From the main navigation menu, go to Businesses > View All. In the list, locate the business you want to edit. Click the Gear icon in the Action column. How to View Business Details? From the main navigation menu, go to Businesses > View All. Click the Eye icon in the Action column next to the desired business. How to Delete an existing Business? From the main navigation menu, go to Businesses > View All. Click the Bin icon in the Action column next to the business you want to delete. How to Create a New User? From the main navigation menu, go to Users > Create New. How to Edit existing User details? From the main navigation menu, go to Users > View All. Click the Pen icon in the Action column next to the user you want to update. How to Delete a User? From the main navigation menu, go to Users > View All. Click the Bin icon in the Action column next to the user you want to delete. How to View Payments Details? From the main navigation menu, go to Payments. A list of all business payments is displayed with the following details: Business Name User Email User Name Subscribed