# What is Hybrid.chat
# Setup your account
# Dashboard walkthrough
# Channel Integration
# Creating Organization
This guide will walk you through the process of signing up and creating an organization online, making the process smooth and hassle-free.
#### Signing Up
1. Go to the official website .
2. Look for the “Create account” button on the website’s homepage and click on it.
3. Fill out a form with your details. This includes your First and last name, Email address, and your password.
4. Complete the Setup: Click On create account Option.
#### Create Organization
5. After signing up, you will be asked to create an organization.
6. Fill out your organization name under the 'Create organization' option.
7. Complete the Setup: Click on Create Organization Option.
For technical support or further inquiries, reach us out [here](https://calendly.com/hybrid-chat/15min?month=2023-10)
# Canned responses: Use saved responses in conversation
The Canned Responses feature in Hybrid.chat helps users to draft and save standardized replies for frequently observed patterns in customer conversations. By pressing “/” in the chat window, these predefined messages become readily accessible.\
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**Capabilities**
* Reduce response times by using pre-saved answers.
* Minimize manual typing, especially for commonly used phrases or responses.
* One canned response, usable across platforms like WhatsApp, Messenger, web chatbots, and more.
* Though personalization, canned responses can be tailored to individual customer's details
## HOW to use canned responses
1. Visit settings and then select canned responses.\ \
2. Initiate by clicking on "Add New template." Here you can craft your standard responses.\
3. Fill in fields like "Response name", "Response content", "variables in response content", and "media", then hit save. You can Customize each response with names, content, dynamic variables, and even media attachments.
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4. Accessing Canned Responses: When in chats, press "/" to display all your saved responses. Simply click on a canned response, and it populates your chat window, ready to be sent.\
## FAQs
* Q: How many Canned Responses can I create?\
A: There's no limit! Create as many as you need.
* Q: Can I modify an existing Canned Response?\
A: Yes! Head over to canned responses in settings, and edit as you see fit.
* Q: Will these responses be accessible across all my channels?\
A: Yes, once saved, your Canned Responses are available across all linked channels.
Encountering issues or have further questions about Canned Responses or any other feature? reach us out [here](https://calendly.com/hybrid-chat/15min?month=2023-10)
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# Add and update Contact Attributes
Editing of Contacts feature in Hybrid.chat allows users to directly modify and update specific attributes or information associated with contacts, such as phone numbers, email addresses, order dates, order IDs, and shipping addresses, directly within the page's content without requiring them to navigate to a separate editing interface.
### Capabilities
* Users can update contact information without the need to navigate to a separate editing page.
* Users can make multiple edits in succession without having to save each change individually
### FAQs
Q: What types of information can users modify using this feature?
A: Users can modify a range of information associated with contacts, including phone numbers, email addresses, order dates, order IDs, and shipping addresses.
Encountering issues or have further questions about Inline editing of Contacts or any other feature? reach us out [here](https://calendly.com/hybrid-chat/15min?month=2023-10)
# Setting Up WhatsApp Official Channel
This guide will walk you through the process of Setting Up WhatsApp with the Hybrid.chat.
### Prerequisites:
* **WhatsApp Business Account**: Ensure you have a verified WhatsApp Business Account with [Twilio](https://www.twilio.com/).
* **Hybrid.Chat Account:** Registered account at [hybrid.chat](https://inbox.hybrid.chat/chat)
### Procedure: Setting Up WhatspApp Official Channel
**Step 1**: Open the dashboard using your valid credentials.
**Step 2**: Click on the settings icon located on the bottom left side of the dashboard interface.
**Step 3**: In the settings menu, locate and click on the "Channels" option.
**Step 4**: A form window will open, fill out the form with your details. This includes Channel Name, Twillo SID, Twillo Auth Token, Phone Number.
**Step 5**: After filling out the form, click on "Create WhatspApp Official Channel.
**Congratulations! Your channel is now connected and ready to use.**
### FAQs
* How to Signup Twillo Account?\
Ans. Visit this[ link](https://www.twilio.com/docs/whatsapp/tutorial/connect-number-business-profile) to see the guide for signing up on Twilio.
For technical support or further inquiries, reach us out [here](https://calendly.com/hybrid-chat/15min?month=2023-10)
# Filter: Organize leads efficiently.
The Filter feature in Hybrid.chat allows users to filter contacts based on specific criteria.
#### Capabilities
* Users can filter contacts based on Contacts fields, tags, channels, or assignees.
How to Apply Filter
**FAQs**
* Q: How can I use the Filter feature in Hybrid.chat to categorize my contacts?
* A: To categorize your contacts using Hybrid.chat's Filter and Segmentation feature, simply access the tool and select the criteria you want to apply, such as tags, channels, or assignees. The system will automatically organize your contacts based on your chosen criteria.
* Q: Can I create custom criteria for filtering contacts?
* A: Yes, you can! Hybrid.chat allows you to define your own criteria for filtering and segmenting contacts, providing the flexibility to tailor the system to your specific needs and preferences.
* Q: How does the Filter feature in Hybrid.chat help with task allocation?
* A3: This feature streamlines task allocation by allowing you to automatically assign tasks to specific team members based on the criteria you've selected.
Encountering issues or have further questions about Inline editing of Contacts or any other feature? reach us out [here](https://calendly.com/hybrid-chat/15min?month=2023-10)
# Role Based Access Control
This guide will walk you through the process of Role based access control in Hybrid.chat.
#### Prerequisites:
* Hybrid.Chat Account: Registered admin account at[ hybrid.chat](https://inbox.hybrid.chat/chat)
**Procedure**:
**Step 1:** Open the dashboard using your valid admin credentials.
**Step 2:** Click on the settings icon located on the bottom left side of the dashboard interface
**Step 3:** In the settings menu, find and click on the "People" option. This will open a window displaying the list of organization members.
**Step 4:** In the members list window, you can edit their access levels by using the scroll-down options located to the right of each member's name. Additionally, you have the option to delete a member by clicking on the delete icon, which is represented by an "" located to the right of the scroll-down menu.
For technical support or further inquiries, reach us out[ here](https://calendly.com/hybrid-chat/15min?month=2023-10)
# Resolve & Reopen Chat
This guide will walk you through the process of how to Resolve and reopen chat in Hybrid.chat.
**Prerequisites:**
* **Hybrid.Chat Account**: Registered account at[ hybrid. Chat](https://inbox.hybrid.chat/chat)
**Procedure:**
Step 1: Open the dashboard using your valid credentials.
Step 2: Click on the Chat icon located on the left side of the dashboard interface.
Step 3: In the chat section, find and click on the chat you want to resolve or reopen.
Step 4: Click on “Resolve Chat” in the upper right corner of the dashboard.
Step 5: The resolved chat’s left bar will turn green. If you wish to reopen it, click on "Reopen Chat" in the upper right corner.
For technical support or further inquiries, reach us out[ here](https://calendly.com/hybrid-chat/15min?month=2023-10)
# Custom Attributes
Adding custom attributes for the contacts feature in Hybrid.chat allows users to personalize and expand contact information further enhancing the depth and relevance of contact records.
#### Capabilities:
* Custom attributes allow users to tailor contact information to their unique needs.
* Custom attributes for contacts offer versatility and adaptability to various contexts whether for personal address books or professional CRM systems.
#### FAQs:
* Q: How does adding custom attributes benefit my contact management?
* A: Custom attributes enhance the depth and relevance of your contact records. They allow you to better understand and connect with your contacts, whether for personal relationships or professional networking.
* Q: Can I use custom attributes for both personal and professional contacts?
* A: Yes, you can whether you're managing your personal address book or maintaining a customer relationship management (CRM) system
Encountering issues or have further questions about Custom attributes for Contacts or any other feature? reach us out[ here](https://calendly.com/hybrid-chat/15min?month=2023-10)
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2. Initiate by clicking on "Add New template." Here you can craft your standard responses.\
3. Fill in fields like "Response name", "Response content", "variables in response content", and "media", then hit save. You can Customize each response with names, content, dynamic variables, and even media attachments.
\
4. Accessing Canned Responses: When in chats, press "/" to display all your saved responses. Simply click on a canned response, and it populates your chat window, ready to be sent.\
## FAQs
* Q: How many Canned Responses can I create?\
A: There's no limit! Create as many as you need.
* Q: Can I modify an existing Canned Response?\
A: Yes! Head over to canned responses in settings, and edit as you see fit.
* Q: Will these responses be accessible across all my channels?\
A: Yes, once saved, your Canned Responses are available across all linked channels.
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" located to the right of the scroll-down menu.
