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What is Customerly?

Discover how Customerly will help you to better handle customer-centric communications and automate your marketing.

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Getting Started

Basic tutorials to start using Customerly for your customer support, email funnel and feedback

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Contacts, lists and companies

Understand the basics of the data management of your contacts in Customerly. How to manage lists, contacts and companies.

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Inbox: Improve customer service

Getting to know your inbox to connect with your customers and to level up your business

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Help Center: Reduce customer service costs

This collection will help you to manage your Help Center

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Outbound: Engage and automate

Reach out to your customers through an outbound email campaign or by setting up a workflow.

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Feedback: Improve customer satisfaction

Increase customer satisfaction by gathering valuable feedback from your customers. Use in-chat surveys and deliver NPS to understand your customer satisfaction

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Live Chat: Support your customers or answer sales inquiries

If you are searching for how to better integrate your new live chat with your website, this is the starting point.

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Project Settings: Set up the important assets of your project

Set up your basic project settings and all the important assets of your project.

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API

Create Apps or code on your server by connecting with our API

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Mobile SDK

Help your customers inside your mobile app. Use our native iOS and Android mobile SDK to offer a live chat in seconds

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Integrations

Integrate your forms, apps, and tools with Customerly with custom integrations

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Plans and Pricing

If you want to know more about our plans and how pricing works this collection of articles is for you.

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Webhooks

Webhooks are the best way to being notified about new events from your leads or users

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Profile Settings

If you want to learn more about how to customize your profile, this collection will help you

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Tips from Customerly Team

Here we are sharing our experience about customer support, tips from us and help you to create your small community where every client will feel comfortable, informed and welcomed

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Reports

Learn more about the Team Reports page

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Troubleshooting

If you have got an issue with our products, you can search here if we covered how to troubleshoot it

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Privacy and Terms of Service

In this collection, we talk about Privacy Policy, Terms of Service, and GDPR compliance.