Create and edit PDF invoices and quotes with customizable templates. Send documents to clients via email. Sync files securely to cloud storage accessible across devices. Edit invoices on computer, tablet, or phone.
Manage customer conversations from anywhere. Review chatbot interactions and responses. Respond to messages in real time. Monitor conversation history and analytics. Integrate with Shopify to enhance customer support and sales.
Interact with the Concierge chatbot to answer questions using the Knowledge Base. Browse and search the Knowledge Base for information. Manage Helpdesk tickets and track their status.
