Centro de ajuda Solwees
Vídeos e respostas passo a passo sobre cada parte do Solwees: o assistente de IA, os canais, os chats, os clientes, o marketing e as definições.
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Experimente
Comece aqui
Quatro passos de uma conta nova a um assistente que responde aos clientes e faz marcações.
Temas
Primeiros passos
O que é o Solwees, a primeira configuração, os planos, o período de teste e vários espaços.
- Solwees in 2 minutes: a tour of the menu
- Sola: the setup assistant in Solwees
- Plans and free trial: what's included and how to choose
- Several locations or brands: workspaces
Assistente de IA e base de conhecimento
O perfil do negócio, regras de marcação, passagem a uma pessoa, a base de conhecimento e os testes.
- Business profile: what the assistant knows about your company
- Custom rules and wording
- Persona and languages: how the assistant introduces itself and which languages it speaks
- Booking rules: how the assistant books your clients
Canais
WhatsApp, Instagram, Telegram, o chat do site e um número de telefone para o assistente.
- WhatsApp templates: messages approved by Meta
- Telegram: how to connect the assistant
- Website chat: how to set it up and install it
- Viber: how to connect your own number to the assistant
Chats
Uma caixa para todos os canais: quando responde o assistente, quando responde você, respostas rápidas e notas.
- Chats: every channel in one place
- AI or you: taking a chat over from the assistant and handing it back
- Needs attention: when a client is waiting for a person
- Quick replies and notes: what the chat input can do
Clientes, negócios e tarefas
A ficha do cliente, a importação, a lista de espera, o quadro de negócios, os funis e as tarefas.
- Customers and the customer card
- Importing clients: from a CSV file or from your CRM
- Waiting list: the assistant offers a freed-up time by itself
- Deals: the board
Marketing e promoções
Lembretes de marcação, envios em massa, proteção contra bloqueios do WhatsApp, serviços e promoções.
- Booking messages: reminder, confirmation, reschedule and cancellation
- Google Maps reviews: a rating after the visit and a review link
- Winning clients back: reactivation, call follow-up, greetings and programs
- Broadcasts: how to message clients in WhatsApp and Telegram
Chamadas, relatórios e notificações
Gravações e transcrições, relatórios, resumos e notificações à equipa.
- Calls: history, recordings, transcripts and the assistant's calls
- Outbound campaigns: the assistant calls clients from your list
- Reports: bookings, money and how the assistant works
- Ads: which ads bring you clients
Integrações
Sistemas de reservas, CRM, pagamentos e calendários a que o Solwees se liga.
- App Directory: connect your booking system, CRM and payments
- Bitrix24: client conversations in your Open Lines
- Kommo (amoCRM): how to connect it and what goes into the deal
- Restaurant bookings: connecting SevenRooms, OpenTable and CoverManager
Equipa, definições e faturação
Colegas e acessos, definições do espaço, planos, minutos e faturas.
- Team and access: add teammates and choose what they can do
- General settings: workspace name, time zone and report currency
- Billing and invoices: your plan, modules, invoices and cancelling
- Clientes ativos
Aplicação móvel
Chats, chamadas do assistente e notificações no telemóvel.
Todos os artigos · 2 artigosSegurança e dados
Início de sessão em dois passos, segurança do chat do site, RGPD e eliminação de dados.
- Security: two-factor authentication, attachments and allowed domains
- GDPR
- SOC 2 e ISO 27001
- Subcontratantes ulteriores
Resolução de problemas
O que verificar se as marcações não sincronizam, uma chamada se ouve mal ou as notificações não chegam.
Todos os artigos · 2 artigosVídeos
Cada vídeo mostra uma definição no ecrã em um a dois minutos, com capítulos e transcrição.
2:10Solwees in 2 minutes: a tour of the menu
1:03Sola: the setup assistant in Solwees
1:19Plans and free trial: what's included and how to choose
1:01Several locations or brands: workspaces
1:35Business profile: what the assistant knows about your company
1:14Custom rules and wording
1:22Persona and languages: how the assistant introduces itself and which languages it speaks
1:38Booking rules: how the assistant books your clients
1:16Handing over to a person: when the assistant calls in your team
1:36Conversation flow: what the assistant must do, and when
1:31Agents and the AI schedule: when the assistant replies to clients
1:09Test chat and call: try the assistant before you go live
1:16Knowledge base: the articles and files your assistant answers from
1:10Google Sheets and Docs: the assistant answers from your file
1:01Photos for replies: your price list and work photos in a chat in a few clicks
1:30WhatsApp templates: messages approved by Meta
1:31Telegram: how to connect the assistant
1:52Website chat: how to set it up and install it
1:11Viber: how to connect your own number to the assistant
1:56Phone: a number for the assistant
1:45Call forwarding and your own number
1:35Chats: every channel in one place
1:13AI or you: taking a chat over from the assistant and handing it back
1:14Needs attention: when a client is waiting for a person
1:23Quick replies and notes: what the chat input can do
1:25Close a chat, spam and blacklist
0:57Unsorted: how to triage new leads
1:17Chat side panel: everything about the client next to the conversation
1:19Customers and the customer card
0:57Importing clients: from a CSV file or from your CRM
0:54Waiting list: the assistant offers a freed-up time by itself
1:28Deals: the board
1:15The deal card: stage, fields, activities and chat in one place
1:27Pipelines and automation: stages, rules and who gets the deals
1:11Tasks: due dates, assignees and reminders
1:27Booking messages: reminder, confirmation, reschedule and cancellation
0:54Google Maps reviews: a rating after the visit and a review link
1:36Winning clients back: reactivation, call follow-up, greetings and programs
1:26Broadcasts: how to message clients in WhatsApp and Telegram
1:14Solwees Marketing AI: the assistant that prepares your campaigns
1:01Anti-ban protection: how Solwees keeps your WhatsApp number safe
1:29Services and promotions: the prices and offers your assistant quotes
1:11Calls: history, recordings, transcripts and the assistant's calls
1:43Outbound campaigns: the assistant calls clients from your list
1:38Reports: bookings, money and how the assistant works
1:14Ads: which ads bring you clients
1:08Conversation summaries, printing a report and a link to a report tab
1:12Team notifications: the feed and Telegram alerts
1:06App Directory: connect your booking system, CRM and payments
1:03Bitrix24: client conversations in your Open Lines
1:19Kommo (amoCRM): how to connect it and what goes into the deal
1:21Restaurant bookings: connecting SevenRooms, OpenTable and CoverManager
1:28Stripe prepayment: take a deposit when clients book
1:04Calendly and Cal.com: the assistant knows your clients' meetings
1:19Team and access: add teammates and choose what they can do
1:02General settings: workspace name, time zone and report currency
1:03Security: two-factor authentication, attachments and allowed domains
1:28Billing and invoices: your plan, modules, invoices and cancelling
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