Getting Started & General Help
Core setup and foundational guidance for using AgentBase effectively.
9 articles
Dashboard Metrics Overview
Finishing your Account Profile - ProSteps needed to finishing setting up your AgentBase Profile
Conversations Overview
Admin Permission Levels
Download AgentBase Mobile App
Understanding SMS and Email usage costsUnderstand SMS and email usage costs in AgentBase, including how charges are calculated, what affects fees, and tips to manage expenses.
What is an Open Status / Abandoned / Lost / Won?
How to set up your Email Signature?
How to set up a Funnel Event Pixel for Facebook Conversion API?