avochato Docs
Docs
  • Go to App
  • Compliance

    • A2P: Verify Your Business
      • Register for A2P
      • A Complete Guide to A2P 10DLC
      • Vetting Score FAQs
      • Use Case Actions
      • Use Case Changes
    • Policies & Best Practices
      • Avochato Messaging Policies
      • Compliance Requirements
      • Is Avochato HIPAA Compliant?
      • TCPA and CTIA Compliance
      • Best Practices for Texting
      • Carrier Filtering
      • Double Opt-in
      • Forbidden SMS and MMS Categories in US and Canada
  • Using Avochato

    • Team Management
      • Adding Team Members and Managers
      • Do all users share a login and password?
      • Office Hours Based On Agent Availability
      • Skill Routing via Tags
    • Inbox Management
      • Inbox Management
      • Auto-Assignment
      • Inbox Filters, Sort & Search
      • Auto-Close Conversations
      • Unaddressed Conversations
      • Office Hours
      • Embedding Custom Variables
      • Configure Notifications
      • Conversation Actions
      • Chatbox
      • Avochato Mobile App
      • MMS Supported File Types
      • Block Inbound MMS
      • Navigation Hotkeys
    • Contacts
      • How to Add Contacts?
      • Why are my Contacts not Uploading?
      • Contact Actions
      • Search Contacts
      • Export Contacts from Avochato
      • Custom Fields
      • Tags
      • Pre-Assigning Users to Contacts
      • Contact Priority
      • Clean Up Contacts with Errors
    • Broadcasting
      • Learn More About Broadcasts
      • Understanding Broadcasts
      • Creating Broadcasts
      • Draft A Broadcast Message
      • Select A Broadcast Audience
      • Review A Broadcast
      • Auto-assign Conversations that Received a Broadcast Message
    • Automation
      • How to setup AvoAI
      • How to use AvoAI Agent Assist
      • How to edit AvoAI User Permissions
      • How to Use Surveys
      • Campaigns
      • Templates
      • How to use Keyword Auto-Responses
      • Send Image in Auto-Responses
      • Overview of Automated Responses
      • Auto-responses
      • Rekindling
      • AvoLinks (Avochato Link Manager)
      • Send Two Factor Authentication Codes (2FA) with Avochato
    • Calls
      • Phone Calls
      • Voicemail
      • Call Forwarding
      • Improve Call Quality
      • Can my number only receive texts, not calls?
      • Call Tree
      • Call Verification & STIR/SHAKEN
      • Filtering Low Score Calls
      • Auto opt-out new contacts created by inbound calls
    • Chat Widget
      • What is AvoChat?
      • Website Widget
      • Website Widget - Advanced Settings
      • Live Chat Dashboard and Reporting
    • Analytics
      • Analytics Overview
      • Logs
      • Error Codes
      • Collecting Ticket Dispositions: Post-Conversation Surveys
      • Email Transcript
  • Administrative

    • Organization Management
      • Manage Organization
      • Adding a New Account and Inbox
      • Seats and Users
      • Bulk Actions
      • Multi-Factor Authentication (MFA)
      • Microsoft Entra ID/ Azure Active Directory SSO
      • Authenticator App
    • Phone Numbers
      • Types of Phone Numbers
      • Hosting vs Porting Phone Numbers
      • Toll Free Number Verification
      • Short Codes
      • Can I use international numbers in Avochato?
      • Messaging Service
    • Billing
      • Billing Portal
      • Account Balance and Segments
      • Adding More Segments & Billing Management
  • API & Integrations

    • Integrations
      • API and Webhooks
      • Does Avochato Integrate with other Software?
      • Avochato Chrome Extension Guide
      • Zapier Integration
      • Slack Integration
      • Hubspot Integration
      • Google Sheet Integration
      • Shopify Integration
      • WhatsApp Integration
      • ChatGPT Integration
      • Lasso Integration
  • Avochato for Salesforce

    • Introduction and Overview
      • Hello to Avochato for Salesforce
      • Avochato for Salesforce - Overview
      • Avochato for Salesforce - Quickstart Guide
      • Avochato for Chrome: Getting Started
    • Getting Started & Onboarding
      • Avochato for Salesforce - Installation & Onboarding
      • Avochato for Salesforce - Avochato Setup Tab
      • Importing Salesforce Contacts in Avochato
      • Avochato for Marketing Cloud - Quickstart Guide
    • Data Sync
      • Setup Avochato Data Sync and Avochato API Credentials for Salesforce
      • Avochato for Salesforce - Data Syncing & Custom Object Support
      • List View Syncing to Avochato Contacts
      • Avochato for Salesforce – Field Syncing
      • Text-to-Case: Avochato’s Service Cloud Integration
      • Creating Case Dispositions in Salesforce
      • Syncing Pre-Chat Data to Salesforce Cases
      • Connect Multiple Inboxes to the Salesforce Data Sync
      • Avochato Activity Data Syncing to Salesforce
      • Custom Field Avochato ←→ Salesforce Sync Behavior
      • Import Salesforce Custom Fields to Avochato
    • Automation & Pro Code Options
      • Avochato API Callouts via Apex Code
      • Contact Data Sync to Avochato via Process Builder
      • Salesforce to Avochato Contact Sync using Flow builder
      • Using Add and Remove Tag Flow actions
      • Using Avochato’s Salesforce Data Summary AI
    • Power Features
      • List View Broadcasting
      • Avo4SF MCO - Messages Custom Object Package
      • Avochato Broadcasts from Salesforce Campaigns
      • AI Conversation Summaries Salesforce Sync
      • Avo4SF Device Fields Package
    • Tips & Tricks
      • Using Salesforce Merge Field data within Avochato messages
      • Hiding the Avo4SF component for non-Avochato Users
      • Setup List View Broadcasting from Any Salesforce Object
    • FAQs & Troubleshooting
      • Avochato for Salesforce - Main FAQs
      • Login issues on the AppExchange
      • Purchasing additional Avochato for Salesforce seats
      • Salesforce Data Synchronization
      • Avochato API Credentials Data Table
      • Grant Login Access to Avochato for Salesforce
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