Questions and answers

Make a Private Integration Token in your sub-account, connect it, then click Import from HighLevel on Move from HighLevel. Step by step: Importing from HighLevel.

The token is missing that permission. Add it to the integration in HighLevel, then click Sync now. See Step 2.

Into your CRM: each answer creates or updates the contact, adds the form's tags and a note with the answers, and emails you. They're listed on the Forms page. A HighLevel form you embedded yourself still sends to HighLevel.

Changes stay in your workspace until you click Publish (in the builder, or on the reply in the chat bubble).

Click Working on at the top of the bubble's My website tab and pick the website. Star the one you use most so the bubble always opens on it.

Settings → Domains → + Connect a Domain, then add the DNS record shown. See Domains.

Yes: Undo on the reply, or History in the builder to go back to any version.

No. Our email service gives you an address at once. Use your own domain through us for your brand, or your own Mailgun if you already have one.

You reached the daily allowance of our shared address. It resumes when you click Resume the next day. Sending from your own domain removes the allowance.

Check that every record shown is added exactly, and set to DNS only on Cloudflare, then Verify Records again. It can take up to a day.

US carriers need A2P 10DLC registration for texts from local numbers (toll-free numbers need toll-free verification). Register in Settings → Phone System → US texting registration; see US texting registration. Calls work without it.

Lower the Incoming Call Timeout below the time your phone rings before its voicemail answers, or turn on Call Connect so a call only counts as answered when someone presses a key.

Yes: in Calendar → Calendars and booking, switch on Take bookings for a calendar and set its hours. Then ask the assistant to add its booking page to your website. Bookings land in your calendar with a confirmation, reminders and a link to reschedule or cancel; nobody can double-book. See Booking calendars.

Yes: add an Appointment Booking action with one of your calendars. The agent offers the calendar's free times (the same as its booking page when it takes bookings) and books the one the caller picks; it shows in your Calendar. It can also transfer the caller to a person or text them your booking link.

In the contact's conversation in Conversations, with a player. Recordings stay with the number; after a number is released they're no longer available.

Yes : connect your own Stripe account in Settings → Payments (a restricted key). Then make products and payment links, put Buy buttons on your website, and send invoices; every payment shows on the contact. See Payments.

No. Payments go straight to your Stripe account and Stripe pays you out as usual. We never see card details; your key is stored encrypted.

Check Settings → Payments: "Payments coming in" says when Stripe last reported to us. Payments made in test mode only show while a test key is connected, and live ones with a live key. Payments taken in Stripe directly (its own checkout or invoices) show too; they're put on the contact with the buyer's email.

Yes : in Automations, start from the New lead follow-up template, choose your form, check the wording and turn it on. Every form answer then gets a thank-you email, a text the next day if they haven't replied, and a note to you. See Automations.

No. Contacts and changes that come in from HighLevel's sync don't start workflows, unless you switch on Also for changes from HighLevel's sync on a workflow.

Open the workflow's Contacts tab and click their name: each step says what happened. Emails and texts are skipped for contacts on Do Not Disturb, who unsubscribed or replied STOP, or who have no email address or phone number; the workflow goes on with the next step.

Yes: Settings → Backups → Download my data.

No. See Your data stays yours.

Settings → My Profile. Deleting it releases your phone numbers from us, takes your email domains out of our service, and removes your data.