Articles in this category How to register a new business account? To register, Open the URL: https://auth.flozo.ai/login Fill in your First Name, Last Name, Email, Password and Confirm Password fields, then click Create Account. Check your email inbox for the OTP ... How to log in to the Business Owner Dashboard? To Login, Open the URL: https://chat.flozo.ai/auth/login Enter your business owner credentials. Only authorized users with verified accounts can access the dashboard. How to understand the Dashboard Overview? The dashboard displays key metrics including a Trial Banner showing your current plan status, an Onboarding Checklist tracking setup completion, leads count showing captured contacts, Sent SMS total, ... How to add business information to the AI Bot? To add business information to the AI Bot, Navigate to AI Bot Settings > Business Info from the main menu. Choose one of three options: How to download saved business information? To download saved business information, Go to AI Bot Settings > Business Info from the main menu Click the Download option. The currently saved business information will How to edit existing business information? To edit existing business information, Navigate to AI Bot Settings > Business Info and click the Edit option. The existing business information will open in the text editor where you How to test the AI Bot before deployment? To test the AI Bot before deployment, From AI Bot Settings > Business Info, click the Try AI Bot button. The AI bot window will open where you can start chatting by typing questions. How to create a new automation rule? To create new automation rule, Navigate to AI Bot Settings > Automations and click Add New Rule on the Rules tab. Fill in the Rule Name, select numbers from the dropdow How to view details of an existing automation rule? To view details of an existing automation rule: Go to AI Bot Settings > Automations and locate the desired rule in the Rules tab. Click the Eye icon under the Actions c How to edit an automation rule? To edit an automation rule, Navigate to AI Bot Settings > Automations, find the rule you want to edit in the Rules tab and click the Pen icon under the Actions column. How to view SMS and call logs for a specific rule? To view SMS and call logs for a specific rule: Go to AI Bot Settings > Automations and locate the relevant rule in the Rules tab. How to view detailed information for a specific log entry? To view detailed information for a log, Open the Logs, then click the Eye icon under the Actions column for the desired log entry. A log detail modal will open showing the How to delete an automation rule? To delete an automation rule, Navigate to AI Bot Settings > Automations, find the rule you want to delete in the Rules tab and click the Bin icon under the Actions column. How to add a new contact manually? To add a new contact, From the main menu, select Audience > Contacts and click the Add Contact icon. Enter details including Name, Email, Phone How to view existing contact details? To view contact details, Navigate to Audience > Contacts and locate the contact you want to review in the list. Click the View (Eye) icon in the Actions column and the c How to edit contact information? To edit contact information, Go to Audience > Contacts where all manually added and webchat-created contacts are listed. Click the Edit (Pen) icon in the Actions column for the conta How to delete a single contact? To delete a contact, Navigate to Audience > Contacts and locate the contact you want to remove. Click the Delete (Bin) icon in the Actions column and confirm the deletion in the confirmation prom... How to delete multiple contacts at once? To delete contacts in bulk, From Audience > Contacts, select the checkbox next to one or more contacts you want to remove. Click the Delete (Bin) icon How to create a new contact list? To create a new contact list, Navigate to Audience > Lists from the main menu and click the + New List button. Enter the List Name and click Add. The l How to rename an existing list? To rename a list, Go to Audience > Lists and review all existing lists. Click the Edit icon next to the list you want to rename, update the List Name, and click How to add contacts to a list? To add contacts to a list, Navigate to Audience > Lists and locate the list where you want to add contacts. Click the Add Contacts icon in the Actions column, select the How to view contacts in a specific list? To view contacts in a list, Go to Audience > Lists and locate the list you want to inspect. Click the View Contacts icon in the Actions column and a list of all contacts How to remove contacts from a list? To remove contacts from a list, Navigate to Audience > Lists and click the View Contacts icon for the list. In the contact list view, select the contact(s) How to delete a list? To delete a list, Go to Audience > Lists and click the Delete (Bin) icon in the Actions column for the list you want to remove. Confirm the deletion in the confirmatio How to create a new tag? To create a tag, Navigate to Audience > Tags from the main menu and click the + New Tag button. Enter the Tag Name and click Add. The tag will be added How to rename an existing tag? To rename a tag, Go to Audience > Tags and review the list of existing tags. Click the Edit icon next to the tag you want to rename, update the Tag Name and click Submit How to assign tags to contacts? To assign tags to contacts, Navigate to Audience > Contacts where all manually added and webchat contacts are listed. Select one or more contacts using the checkboxes, click the How to view contacts with a specific tag? To view contacts with a specific tag, Go to Audience > Tags and locate the tag you want to inspect. Click the View Contacts icon in the Actions column and a list of all How to remove tags from contacts? To remove tags from contacts, Navigate to Audience > Tags and click the View Contacts icon for the tag. In the contact list view, select the contact(s) you want to un-ta How to delete a tag? To delete a tag, Go to Audience > Tags and click the Delete (Bin) icon in the Actions column for the tag you want to remove. Confirm the deletion in the confirmation prompt. How to configure the web chat widget appearance and behavior? To configure the web chat widget's appearance, Navigate to Widget Settings from the main menu and review the configuration fields. How to update the business name? To update the business name, Go to Business Settings from the main menu and locate the Business Name at the top of the page. Click the Edit (Pen) icon next to the business How to start a webchat session for testing? To start a webchat session for testing, Navigate to Business Settings and locate the Web Chat URL under the Chatbot Setup section. Copy the URL and open it in an incognito window. When How to configure business working days and hours? To configure business working days and hours, Go to Business Settings from the main menu and locate the Working Days & Hours section. Select the active working days and How to add an off day or holiday? To add an off day or holiday, Navigate to Business Settings and locate the Off Days section. Click the Add icon, enter the Off Day Title, select the From Date and To Da How to edit an existing off day? To edit an existing off day, Go to Business Settings and locate the Off Days section. In the list of existing off days, click the Edit (Pen) icon next to t How to delete an off day? To delete an off day, Navigate to Business Settings and locate the Off Days section. Click the Delete (Cancel) icon next to the off day you want to remove, How to set up Twilio for the business? To connect Twilio with the business, Open Twilio Settings from the left navigation menu. Select your time zone. Enter your Twilio Account SID & Auth Token (available in your Twilio Dashboard...