Using Avochato
Team Management
Permission Roles and Access Levels
Avochato offers three distinct user roles with tailored permissions so you can choose the best fit for your team’s access and management needs.
Adding Team Members and Managers
Invite members to the team to use Avochato.
Do all users share a login and password?
Unique login and password for every user.
Office Hours Based On Agent Availability
Set-up schedules depending on your business hours or agent availability.
Skill Routing via Tags
Use tags to route incoming messages based on skill tags assigned to each team member.
Inbox Management
Inbox Management
Helpful information on managing your Avochato inbox and useful features about compact feed, lifetime conversations and auto-close conversations.
Auto-Assignment
Assign incoming conversations to your team members.
Inbox Filters, Sort & Search
Sort and filter your inbox by a number of variables.
Auto-Close Conversations
Keep your team focused on active conversations and keep your team organized.
Unaddressed Conversations
Keep track of tickets that need your attention.
Office Hours
Setting-up office hours, out of office responses, call forwarding and after hours notifications.
Embedding Custom Variables
Personalize messaging to your contacts.
Configure Notifications
Receive notifications directly to your Avochato inbox, browser, mobile app and email.
Conversation Actions
Learn how to leave a note, obtain conversation transcript, opt-out a contact manually + more!
Chatbox
Configure settings for how you interact with the inbox chat field
Avochato Mobile App
Avochato is available for both iOS and Android.
MMS Supported File Types
List of file types that can be attached to a multimedia message in Avochato.
Block Inbound MMS
Explores methods and tools for preventing the reception of multimedia messages on mobile devices, enhancing security and control over messaging services.
Navigation Hotkeys
Navigate through your inbox with convenient keyboard shortcuts
Contacts
How to Add Contacts?
A guide on uploading contacts and bulk import to Avochato.
Why are my Contacts not Uploading?
Common issues encountered when uploading contacts.
Contact Actions
Features such as block, remove, mute and opt-out for managing your contact list.
Search Contacts
Search your contacts by tags, field values, broadcast audience and more.
Export Contacts from Avochato
A guide on how to export contacts from Avochato.
Custom Fields
Create, upload and search custom field variables to give more information on your contact list.
Tags
How to set-up, assign, search, clean-up, and customize tags.
Pre-Assigning Users to Contacts
Automatically assign a team member to a lead or contact.
Contact Priority
Assign a priority rating to your contacts.
Clean Up Contacts with Errors
This article provides a method for cleaning up contacts who receive repeated device unreachable errors when sending broadcasts.
Broadcasting
Learn More About Broadcasts
See examples and tips & tricks we have for broadcasting.
Understanding Broadcasts
A quick overview of Avochato's broadcast features.
Creating Broadcasts
Send text messages to a large number of people in a short time.
Draft A Broadcast Message
Personalize messages with attachments, surveys, and more.
Select A Broadcast Audience
Curate your target audience using tags, fields, phone numbers, and more.
Review A Broadcast
Review your message, attachments, and more before confirming.
Auto-assign Conversations that Received a Broadcast Message
Automatically assigns conversations that received a broadcast message to a specific user in your inbox.
Automation
How to setup AvoAI
A guide on Avochato’s AI Build-a-Bot functionality
Best Practices for Instructions
Best practices to structure your Instructions for AI Agents and Recommendations.
How to use AvoAI Agent Assist
A guide on how Avochato’s AvoAI Agent Assist can help your team
How to edit AvoAI User Permissions
Control how your team can access AvoAI’s features and settings
Insights AI (Sentiment Analysis)
Score, summarize, and generate action items for your inbox’s conversations.
How to Use Surveys
Setting up outbound surveys and reviewing the results of a survey.
Campaigns
Set-up and edit a campaign, use campaign shortcuts, statistics, broadcasting as well as cancelling one.
Templates
Save and re-use messages that you always send out.
How to use Keyword Auto-Responses
For keeping your customers up to date.
Send Image in Auto-Responses
Automating keyword responses to send images using templates
Overview of Automated Responses
Auto-responses, keywords, surveys, campaign and rekindling.
Auto-responses
Send automatically when certain triggers or action happen.
Rekindling
Schedule a messages on a time delay for reminders.
AvoLinks (Avochato Link Manager)
Avochato's in-house link shortener like bit.ly and tinyURL with added perks.
Send Two Factor Authentication Codes (2FA) with Avochato
Send 2FA codes from your external system as SMS via Avochato’s API
AvoAI Search
Use AvoAI to search for photos sent thru MMS in your inbox
Calls
Phone Calls
Outbound and inbound calls to your contacts.
Voicemail
Set up voicemail in Avochato.
Call Forwarding
Forward phone calls to another number.
Improve Call Quality
How can I improve the quality of my calls made via Avochato?
Can my number only receive texts, not calls?
Avochato can receive both incoming calls and texts.
Call Tree
Easily manage incoming call routing for your organization with our intuitive call tree feature.
Call Verification & STIR/SHAKEN
Avochato supports STIR/SHAKEN attestation when handling inbound calls
Filtering Low Score Calls
Send low score calls straight to voicemail
Auto opt-out new contacts created by inbound calls
Enforce stricter TCPA compliance by auto opting out new contacts created by incoming calls
Chat Widget
What is AvoChat?
Modern and customizable live chat experience for your website.
Website Widget
Create personalized chat widgets to embed on your website.
Website Widget - Advanced Settings
Text message or live chat directly from your website through a widget.
Live Chat Dashboard and Reporting
Information about live chat such as live inbox view and definition of terms like average handle time and abandoned tickets.
Analytics
Analytics Overview
Leverage analytics to maximize the full ROI of Avochato’s features
Logs
Utilize logs tab for a full record of inbound and outbound messages from an inbox.
Error Codes
Error codes such as 30003, 30004, 30005, 30006, 30007, 30008 and 21408.
Collecting Ticket Dispositions: Post-Conversation Surveys
Collect information about the topic or disposition after a conversation through a post conversation survey.
Email Transcript
Send a transcript of your conversations via email