Configuration

Campaign Management

Organize your team and direct leads according to each group’s area of expertise. Assign a specific campaign to each workflow and select which team will be responsible for each lead.

Tayon LeadFeedBack

Here, no lead escapes. With our exclusive LeadFeedBack system, you can track and update the status of each one without needing to access the CRM. Our checklist reaches you by WhatsApp, SMS, or email, and as frequently as you desire, ensuring you’re always up-to-date with every opportunity.

Configuring Tags

Tags are a way for you to classify your Leads, for example: you can tag a Lead that reached you through a promotional campaign, a viral video, ChatBot, etc. That way, when necessary, you can do a search to get in touch with a certain group of Leads. See how simple it is.

Managing Email/SMS

See how easy it is to manage your E-mail and SMS messages.

Image library

In image library, you can upload the images that will be used to create your Conversational Site. To facilitate organization and search, just separate the photos into categories.

The Conversational Sites list

See how to create, edit, delete, duplicate and send to someone else, the flows in your conversational site list.

Content pages

In content pages, you can insert relevant, educational and persuasive content to site visitors, such as: Terms of use, Privacy policy, articles, blog posts, product descriptions, etc.

List of Members and Groups

See how easy it is to register members of your team or specific group, to direct your Leads to personalized service.

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.

Managing Tasks

You can create tasks like follow-up reminders, and more. The tasks manager allows you to have tasks for each individual lead or general tasks. Here is how to use it.

  • 1
  • 2