Question 1

Using Appointment Booking Plugin

Accepted Answer

How to use Appointment Plugin for Calendar Booking

${youtube}Sylo Calendar Appointment Plugin

${color}[#272eee](Connect your Google/Outlook Calendar)

1. SIGN IN TO GOOGLE OR OUTLOOK

You can use Sylo to place ${color}[#272eee](New Appointments and Events) directly into your calendar

to connect with your customers ${color}[#fb09a2](in real time) and Keep Track of those who Raise their Hand to speak with you.

||| NOTE: once your account is linked you cannot replace or remove it from the plugin. Please make sure you have the correct account.

2. ADD A NEW EVENT

Click on the + sign to Add a new Event to your Google Or Outlook Calendar

You should see the "Add New Event" on the right in ${color}#02b125

3. SET THE EVENT DETAILS

Type the ${color}#fb09a2 , ${color}#fb09a2 , ${color}[#fb09a2](and Timezone ) that will apply to this event.

then ${color}#fb09a2 the hours of opertation that will apply to this Specific event type

as well as the days of the week that you would like _ Sylo to book meetings _ for you.

Lastly, hit ${color}#fb09a2 to create the event link automatically.

![](https://storage.crisp

Question 2

Billing Section

Accepted Answer

Welcome to the Sylo Billing Section

1. CLICK ON BILLING IN SYLO

Here you can see a pricing layout with the cost & amounts reflected for the current billing cycle.

2. __ADD OR UPDATE YOUR PAYMENT INFO

you can update your card details to Sylo by Clicking the card Icon in the top corner of Sylo

Add your payment information as well as any coupon code you may have.

3. AUTOMATED RECHARGE

You can also adjust the Automatic Recharge amount for Identity Matching ($20 min)

When your balance go below the amount you set, Sylo will automatically bring your account's balance back up.

You can see your current balances for each at the top of the billing section.

Automated Recharge

4. DOWNLOAD YOUR INVOICE

Download your invoice for a specific time frame as well as view recent tranactions made, directly on the billing page

We charge every time we get charged to send

Question 3

Sylo Settings Menu

Accepted Answer

What's Inside The Settings Tab?

1. CHANGE YOUR CONTACT INFORMATION

You can update your email address and business phone number. in this section.

2. ADJUST YOUR CALL / VM TIMES

You can set the preffered times for your calls and VM drops.

Sylo will not send any VM or make a call outside of these hours.

You can Toggle calls and texts as Active or Disabled.

3. CONNECT FACEBOOK TO SYLO

In order to use Sylo with Facebook, you will need to have a Facebook Business Page and Business Manager Account.

Don't worry it is very easy to set up.

If you do not already have a Facebook Business page then first make sure to log in with your current Facebook personal profile.

Your personal profile will be the ADMIN on your Facebook account when you set up the page.

Visit this link and set up your Facebook Page -

https://www.facebook.com/business/pages/set-up

4. ADD NOTIFICATION EMAILS AND CHANGE YOUR PASSWORD

You can add any additional email addresses that you would like to recieve notifications to

Question 4

Getting Started Help Guide

Accepted Answer

Getting Started - Sylo Tools:

${youtube}Setting Up Custom Fields & Integrations

1. CLICK ON CUSTOM FIELDS IN THE TOOLS SECTION :

Create **${color}[#272eee](Custom Field Names) to Include for Correctly ${color}[#fb09a2](Importing Leads) from , Your Current Apps.

2. ADD IN YOUR CUSTOM FIELD NAMES

Type in All of the field names you use in your data collection process.

For example:

If Tom wishes to connect his favorite Lead funnel app which uses {FIRST_NAME} as the field for the first name of his prospects.

Tom can add {FIRST_NAME} along with any other field names that should be recognized by Sylo when importing leads from this source.

You can add any custom field you would like Sylo to Recognize when Importing or Exporting your leads.

Afterward you can click ${color}#fb09a2 to add each of your field names . Then continue to add leads via webhooks.

3. CREATE GROUPS

${youtube}Sylo Group Tracking

ADD A GROUP

You can go into the Groups section and click Add group (+ button) to Create the groups would like to track.

ADD YOUR EXISTING CONTACTS BY SELECTING A LEAD S

Question 5

Train Your Bot

Accepted Answer

How to Train Your AI Assistant

${youtube}How to train your bot.

1. CLICK ON "TRAIN BOT" IN THE TOOLS SECTION

This feature allows your ai assistant to answer all of your FAQs automatically

Use the Toggle to turn your bot "on" or "off"

2. TYPE IN " Q: " & SUBMIT ANY FREQUENTLY ASKED QUESTION

Your AI Assistant has the ability to detect when the most common questions or similar questions are asked and will instantly create an interactive and human-like response.

Make sure to Train your bot with as many question varriations so that when asked, it can compile the answers and send back the best reply.

For Example,

If John has an inquiry that is common, like "how much does this cost?" and Joe also asks "What is your pricing?",

### Your AI Bot will recognize this as inquiries about price, and will respond according to the answers you saved for each topic.

3. TYPE " A: " THEN ENTER & SAVE YOUR RESPONSE

Once you know what questions you will most likely be asked by your prospects, You can submit the accurate responses

Your bot will know exactly how to answer based on the keywords that may be asked by your prospects.

Just type " Q: " a

Question 6

How to Setup Twilio For Whatsapp

Accepted Answer

How To Use Twilio For WhatsApp In Sylo

This is the breakdown of The steps needed to Connect and Use your Twilio numbers for Whatsapp inboxes in Sylo

1. CONNECTING YOUR TWILIO ACCOUNT TO SYLO

Please watch this quick Video tutorial that Best Explains how to connect your Twilio to Sylo

${youtube}Twilio + Sylo

2. __CREATE A WHATSAPP SENDER AND TEMPLATE INSIDE OF TWILIO

This will allow you to Easily select the template and fields you would like to use for your WhatsApp Bulk messages

${youtube}Adding WhatsApp Sender and Template For Bulk Messaging

3. CREATE AN AUTOMATION AND USE THE WHATSAPP OPTION

#### IMPORTANT: Make sure you have your Custom fields Set already so you can personalize the bulk messages for your customers.

Sylo HelpDesk

Featured Articles

Browse All Categories