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Conversational CRM: multichannel inbox, AI bots and sales pipelines.
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Home
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AI & automation
Archie AI
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Your AI assistant.
Archie Bots
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Bots that answer 24/7.
Sales and customers
Archie Talk
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CRM with bots and AI.
Archie Send
Popular
Bulk WhatsApp, SMS and email.
Archie Meet
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Scheduling and bookings with online payments.
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Archie Talk documentation
Conversational CRM: official WhatsApp, Instagram, Messenger and web chat in a single inbox.
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Topics
01
Getting started
Sign in to Archie Talk for the first time and get to know your dashboard
Change the interface language
View all (2) →
02
Channels
Connect your website chat, WhatsApp, Instagram and Messenger
View all (1) →
03
Inbox and conversations
Message your team in Team Chat
Reply to conversations from the inbox
View all (2) →
04
Funnels and follow-up
Get to know the Archie Talk CRM: board, list and views
Set up automatic follow-ups by stage and pause them
Create an opportunity and move it between stages
View all (8) →
05
Contacts and lead capture
Qualify a lead (criteria and score) and assign it to your team
Create a lead capture form and publish it (with spam protection)
Create a booking page so your customers can schedule appointments
View all (5) →
06
Quotes and catalog
Build your catalog of products and services
Create and send a quote, and how your customer accepts it online
View all (2) →
07
Metrics and reports
Set sales goals and track progress
How to read the CRM Daily Summary
Read sales metrics and the closing forecast
View all (5) →
08
Campaigns
Prepare bulk campaigns as drafts
Check Archie Send's sending status and service notices
View all (2) →
09
Bots and Archie AI
Configure the CRM's AI settings (access, team and monthly limit)
View all (1) →
10
Users and permissions
Invite your team and set their roles
View all (1) →
11
Plan and billing
Check and understand your plan and subscription
View all (1) →
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