Getting Started

Articles to get you up and running, quick and easy.

Conversation / Messenger

Make your communication easier with our Messenger. As soon as the lead enters the CRM, you can send a message to make the contact even more personalized. For example: ‘We’ve just received your appointment request. Date and time are confirmed. Don’t forget to bring the latest exams.

Appointment Calendar

Schedule appointments, meetings, visits, and more with our own scheduling calendar, which offers seamless integration with Google Calendar.

Message Templates

With Tayon, you can easily create templates for campaigns, newsletters, promotions, and more, customizing them for the desired type of communication (WhatsApp, Email, SMS). Simplify the process of bulk messaging and save time in your daily routine!

Installing your Tayon Bot

The widget code must be installed on your website HTML files. Depending on the platform or hosting server you’re using for your website, you will have different ways of doing it.

Get Your Direct Bot Link

With Tayon you don’t need a website or landing page to start capturing leads and talking to your audience. You can have a “Bot Only” link that you can use anywhere like your posts, email signature, etc.

Use Tayon Text-To-Chat

Tayon has an exclusive and powerful way of putting you in contact with your audience. You will never miss a chat again! You can let the Conversational Flow qualify your leads and put them directly in contact with you on your phone, using SMS or WhatsApp messages.

Getting Help

This website has a lot of tutorials but you also have https://help.tayon.ai where you can use our bot to find answers.

Configuring Bots and Avatars

Tayon allows you to configure your bots and create your own avatar to use with your bots. You can customize colors, the way the bot looks on your page, and much more.

Connect a Gmail Account

Here is how you connect a Gmail email account to send and receive emails using Tayon CRM.

How to activate the Tayon Bot on the Conversational Site

To add the Tayon Bot to the Conversational Site, you need to click on the gear icon in Conversational Site, then click on the Tayon Bot tab. There you will find the field to select the Bot and the automation flow. As shown in the video below.

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