Videos & Tutorials – Avochato Help Center

Compliance
- A2P: Verify Your Business
  - Register for A2P
  - A Complete Guide to A2P 10DLC
  - Vetting Score FAQs
  - Use Case Actions
  - Use Case Changes
  - Best Practices When Submitting an A2P Application
- 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
  - Permission Roles and Access Levels
  - 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
  - Best Practices for Instructions
  - AI Agent Use Cases & Best Practices
  - AI Agent as First Responder
  - How to use AvoAI Agent Assist
  - How to edit AvoAI User Permissions
  - Recommendations: Respond Faster
  - Insights AI (Sentiment Analysis)
  - 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
  - AvoAI Search
  - Auto-apply Tags to Conversations using Using AvoAI
- 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
  - Avochato Agentforce Actions - 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 AvoAI for Salesforce (Data Digest and Summarization)
- 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
Videos & Tutorials
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  - Avochato Onboarding Guide
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