Documentation Team
Articles
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Assigning & Following Contacts
Broadly inbox helps you manage your incoming customer messages by allowing you to "Assign" and "Follow" contacts within the Broadly app. This helps you establish who on your team is responsible for...
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Appointment Reminders for Auto
For businesses who want to reduce no-shows and prepare for upcoming appointments, Broadly Appointment Reminders automatically reminds customers of upcoming appointments, asks them to confirm, and e...
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Adding & Editing Team Members
We recommend adding team members into the Broadly app to help you manage customer communications, send review requests, and track individual and team performance. Only Admins have the ability in t...
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ADA Compliance & AudioEye
What is ADA Compliance? The Americans with Disabilities Act (ADA) is a federal law in the United States that prohibits discrimination against individuals with disabilities. ADA compliance extends t...
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About the Broadly Inbox
Inbox is the central location for all your customer communications and where you will spend the most time while using Broadly. Here, you are able to respond to leads, text your customers, send a re...
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Troubleshooting your Facebook Connection
If you are having trouble reconnecting Facebook via the Broadly app please contact support@broadly.com for a special link to reconnect. If you continue experiencing difficulty reconnecting even wi...
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Lead Sources
Broadly helps consolidate your customer communications into one place. You can route incoming inquiries into your Broadly app from: Broadly Web Chat Website Contact Form Goo...
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Quotes
Creating a quote You are able to create an invoice using “Send Quote” in a conversation or through the contact details page. You are able to add as many line items as they need and attach a price t...
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Connecting Online Profiles
Admin users can manage online profile connections with Broadly, under Settings > Online Profiles. Connecting to Google Login to your Broadly app and navigate to Settings > Online Profiles > Google...
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Sending Files and Images
To attach a file or image to a message out of Broadly: Navigate to "Inbox" on the left-hand menu Search for a specific contact using the search bar at the top and select their name. The conversa...