Account
- How do I use the document portal?
- How can I add configure calling tags for my account?
- Can I have a number that's the right area code for my location?
- Where can I see my internal call in the logs?
- How do I set up calling in AutoConvert?
- How do I configure call outcomes and wrap codes?
Applications
- How can I use appointments in my business?
- How do I search for an application?
- What are categories and how do I use them?
- What are contacts used for in AutoConvert and how do I manage them?
- How do I create and edit statuses and sub-statuses in AutoConvert?
- How do I assign new applications to users?
Automations
- How do I use automation to send an application to a lender?
- What are action triggers and how do I set them up?
- What to expect when automation updates the activity feed
- How do I set up auto reply automation for SMS (text) responses?
- How do I set up an automation?
- What can I do with automation?