Navigating Kenyt: A Comprehensive Guide to CRM, Service Desk, and AI Agents

Kenyt

Navigating Kenyt: A Comprehensive Guide to CRM, Service Desk, and AI Agents

Getting Started With Kenyt CRM

To start using Kenyt CRM, first, log in to your account. Once logged in, you can create tasks and notes by navigating to the CRM dashboard. To do this, click on the 'Create' button and choose whether you want to create a task or a note. You can also apply filters and reorder table columns to customize your view. Additionally, you can add new properties or fields to tailor the CRM to your specific needs. For importing deals, follow the steps outlined in the Import Deals feature. Integrating Meta Ads leads is also a straightforward process within the Kenyt CRM.

Managing Departments | Service Desk

In the Service Desk section, you can manage departments by adding new ones and assigning agents to each department. This helps in streamlining communication channels and ensuring that queries are directed to the appropriate team. Transferring chats to another agent is possible, as is accepting incoming chats. You can also interact with end-users via the Kenyt Chatbot, enhancing customer support and engagement.

WhatsApp Campaigns with Kenyt

With Kenyt, you can run effective WhatsApp campaigns. Check the reason for failed messages to optimize your campaign strategy. Schedule messages for specific days to target your audience strategically. Follow a step-by-step guide to avail free WhatsApp campaigns with Kenyt. Create message templates to streamline your communication. Recharge your wallet for WhatsApp message charges, link your Kenyt account to your WhatsApp number, and run campaigns seamlessly.

Deploying AI Agents

Kenyt offers AI agents powered by Chat GPT technology. Deploy the AI agent with Google Tag Manager or directly on WordPress for easy integration. Adjust the bot launch timing on your website for optimal engagement. Get the snippet code from the Kenyt dashboard to deploy the chatbot effortlessly. Invite new team members to collaborate on the Kenyt dashboard and export conversation reports for analysis and improvement.

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