# TrueBeep Documentation
> Complete reference documentation for TrueBeep - your AI-powered ally in mastering digital marketing
This file contains all documentation content in a single document following the llmstxt.org standard.
## Campaign Scheduler
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##### Campaigns
# Campaign Scheduler
Plan and schedule your campaigns in advance for maximum impact.
Go to the **Campaign Module** from the left sidebar. By default, the **Calendar View** will be shown.
You can switch to **List View** to see more details and have the campaigns sorted accordingly. Different types of filter option are also available.
## Creating a Campaign
You can create a campaign in a few different ways:
### Day or Week or Month View
Click on any available 30-minute timeslot. Multiple campaigns can be added to the same timeslot.
### Create Campaign Button
Click the **Create Campaign** button, and a side panel will open.
> For this documentation, we will continue with the **Create Campaign** button.
#### Fill Campaign Details
In the side panel, enter the following details:
- **Campaign Name**
- **Campaign Type**
- For Email or Messaging campaigns, select the **receiver tags**.
Hit **Save** to create the campaign.
## Viewing and Managing Campaigns
The campaign will show up on the current date. Hover over it to see a mini card with two options:
- **View Campaign Details**
- **Reschedule Campaign**
### Reschedule
Click **Reschedule**, update the name, tags, and start date in the side panel, then click **Save**.
### View
Alternatively, click **View Campaign Details**, select a new date in the **Timeslot** section, and click **Save**.
A confirmation message will appear after the campaign has been successfully updated.
:::tip
Explore our powerful multichannel marketing features!
:::
}
title="Social Media Marketing"
href="/campaigns/social-media-marketing"
description="Create and schedule social media posts across platforms like Facebook, Instagram, TikTok rtc."
/>
}
title="Email Marketing"
href="/campaigns/email-marketing"
description="Craft compelling email campaigns that drive engagement and conversions."
/>
}
title="Messaging Marketing"
href="/campaigns/messaging-marketing"
description="Engage with your audience through WhatsApp, SMS, and Messenger campaigns."
/>
}
title="Push Notifications"
href="/campaigns/push-notification"
description="Plan and schedule your campaigns in advance for maximum impact."
/>
---
## Campaigns
# Campaigns
Introducing our comprehensive campaign management solution with AI, designed to supercharge your subscriber engagement. Explore the fundamentals of how campaigns work and how you can use them to grow your business.
## Campaign Page
Welcome to the campaign page to promote a new product, share exciting updates, and nurture leads.
## Create Campaign
1. Click the 'Create Campaign' tab to launch a successful marketing initiative.
2. ‘Name’ your campaign to reflect it's purpose and engage subscribers promptly.
3. Choose ‘Subscribers’ from certain customer segments or your entire list.
4. Click the ‘Save’ button to save a new campaign and proceed to ‘Campaign View Page’.
## View Campaigns
All the campaigns will be available here. You can `view` and `duplicate` any content whenever needed.
:::note
You will see three tabs here after clicking
the `view` button.
:::
1. Overview of the campaign.
2. Receivers of the campaign.
3. Analytics of a campaign.
### Overview of the campaign
A draft to plan and organize your marketing initiatives with ease!
#### Campaign Name and Subscribers
Campaign names and subscribers automatically come from the create page. You can edit here.
#### Source
Specify the source where your subscribers come from for precise targeting and segmentation.
#### Language
Customize your campaign content to match your language preferences for better engagement.
#### Channels
Select communication channels to deliver campaigns, like email or text or both.
#### Receivers
Track the number of receivers through channels or languages to understand the campaign’s reach and impact.
#### Comments
Add comments or notes to provide additional context or instructions.
#### Save
:::tip
Save all campaign data with a click to store data
input.
:::
#### Archive
:::tip
Archive campaigns for future use. easy to access
later.
:::
#### Start date
Setting up a start date to start immediately or schedule a date.
#### Sending a Test Email
:::tip
Before launching a campaign, test it by sending
an email or SMS to preview.{" "}
:::
Input email ID/ contact number as ‘Value’. You can add more channels by clicking (+) sign on the right side.
#### Receivers:
Receivers tab is for viewing and managing the recipients of your campaigns.
With Search button you can look for a particular individual or group among receivers by –
1. Name
2. Channel
3. Language
4. Status
#### Analytics:
Analytics represents a report section for detailed insights into the campaign performance.
Here's what you'll discover –
> Report of counts of SMS and email sent.
> Details of email communication .
**Sent:** The total number of emails sent.
**Delivered:** The number of emails successfully delivered to recipients' inboxes.
**Complaints:** Instances where recipients reported issues or complaints regarding the email content.
**Transient Bounces:** Emails that bounced temporarily due to issues such as a full inbox.
**Permanent Bounces:** Emails that bounced permanently due to invalid recipient addresses.
**Opens:** The number of times recipients opened the email.
**Clicks:** The number of times recipients clicked on links within the email.
> Details of SMS –
**Sent:** The total number of SMS messages sent.
**Failed:** Instances where SMS messages failed to be delivered.
**Opt Out:** The number of recipients who opted out of receiving further SMS communications.
### List of Campaigns
Getting back to campaign Page, you will have a list of campaigns to manage all your marketing initiatives efficiently.
Here you'll find –
**Name:** A distinctive name.
**Attached Tags:** Attach a tag as a reference to classify and filter campaigns. It comes from subscribers’ section.
**Status:** Track the campaign in draft mode, processing, paused, actively running, archived or completed.
**Ready to Send:** Quickly identify campaigns to be sent out to your subscribers.
**Start Date:** Mention the exact launch date to plan accordingly.
**Duplicate:** Click the duplicate button to copy for a similar campaign.
**View:** The `view button` will take you to ‘view campaign page’.
### Campaign AI
To generate campaigns with AI, you can click on ‘Campaign AI’ and there you will get –
1. Events
2. Promotions
3. Period of the campaign’s activity.
---
## Email Marketing
##### Campaigns
# Email Marketing
Grow Your Business with Email Marketing. Reach your audience with tailored email campaigns. Design, automate, and analyze your emails to boost engagement and drive results—all from one powerful platform.
> Before launching an email marketing campaign, ensure that your email settings are properly configured. Follow the [Email Settings](..//manage-organization/email-settings.mdx) section.
## Getting Started
> Start by going to the **Campaign Module** from the dashboard.
> Switch to the **Email Messaging** tab to view all email messaging campaigns.
### Viewing a Campaign
To view a campaign, click on the campaign or click the **View** button on the mini card. This will open the campaign details page.
:::tip
After clicking the `View` button, 4 options will appear in the tab.
:::
## Campaign Overview Tab
The **Overview** tab is displayed by default on the campaign details page. From here, you can change:
- **Campaign Name.**
- **Reschedule the Campaign.**
- **Receiver Management.**
- **Handling Email Content.**
### Campaign Name
:::tip
You can change the campaign name at any time while it is scheduled or in draft. However, once the campaign is completed, it cannot be changed.
:::
### Rescheduling a Campaign
> To reschedule a campaign, simply update the date and time, then click Save.
### Receiver Management
The **Total Receiver Count** shows how many people or businesses will receive the message. You can filter the receivers using the **Filter** button located on the right side of the Total Receiver Count.
#### Filtering Receivers
1. Click the **Filter** button.
2. In the side panel:
- Select **Receiver Tags**.
- Optionally, choose the **Opt-in Page** for the campaign.
3. Click **Save** to finalize and close the side panel.
### Handling Email Content
In the **Email Content** section, a warning message will appear until you select a content template for the campaign.
#### Creating a Template
In the Email Content section, a warning message will be displayed until you select a content template for the campaign. If you don’t have a pre-existing template, you can create a new template by clicking the Create Template button.
> Follow the ([Email Template Documentation](../content-studio/email-template.mdx)) for creating an email template.
#### Selecting a Template
After selecting a template, fill in the required fields:
- **Sender Name**
- **Subject** (with AI suggestions available)
- **Preview Text** (with AI suggestions available)
- **Sender Email** (pre-selected, non-editable)
Click **Save** once completed. The **Test** and **Start** buttons will remain disabled until these fields are filled.
## Starting the Campaign
### Testing the Campaign
- Click the **Test** button to send a test email.
- A mini card will appear to input test recipient details.
- Add recipients using the **+** button and remove them with the **-** button.
- Click **Send** to send the email to those recipients.
### Launching the Campaign
- Click **Start** once the required fields are completed.
- A modal will display the pricing breakdown.
- Check the **I Agree** box and click **Start Campaign** to launch.
Once live, a success message will appear, and an **Under Review** tag will display beside the campaign name.
### Canceling the Campaign
- Click **Cancel** (replaces the Start button).
- Confirm cancellation in the mini-card by clicking **Proceed**.
- A success message will confirm the action.
This guide covers the complete process of managing an email messaging campaign, from setup and content selection to testing, launching, and monitoring the campaign.
---
## Messaging Marketing
##### Campaigns
# Messaging Marketing
Connect Instantly and boost customer engagement with messaging marketing! Connect across platforms like SMS, WhatsApp, and Messenger to deliver timely, impactful messages that drive action.
## Getting Started
Start by going to the **Campaign Module** from the dashboard. Switch to the **Messaging** tab to view all messaging campaigns.
## Viewing a Campaign
To view a campaign, click on the campaign or click the **View** button on the mini card. This will open the campaign details page.
:::tip
After clicking the `View` button, 4 options will appear in the tab.
:::
## Campaign Overview
The **Overview** tab is displayed by default on the campaign details page. From here, you can change:
- **Campaign Name**
- **Schedule**
- **Receiver**
- **Content**
### Rescheduling the Campaign
To reschedule:
1. Click on the **Scheduled Time** button beside the Start button.
2. A dropdown calendar will appear.
3. Select the new date and time, then close the calendar. The updated schedule will reflect automatically.
### Receiver Information
- **Total Receiver Count** indicates how many people or businesses will receive the message.
- **Receiver Breakdown** shows how many receivers are on each platform.
### Managing Receivers
In the **Receiver Breakdown**, you can see receivers from platforms like Messenger, SMS, and WhatsApp. To refine your audience:
1. Click the **Filter** button located on the right side of the Total Receiver Count.
2. In the side panel:
- Under **Receiver Tags**, select the preferred platforms (e.g., Messenger and WhatsApp).
- Optionally, choose an **Opt-In Page** to target customers from a specific opt-in source.
3. Click **Save** to finalize the changes and close the side panel.
Your audience is now filtered to ensure the campaign reaches the right customers.
## Handling Content and Platform Connection Issues
If no content is selected, choose content from the dropdown list. A real-time preview of how the content will appear on different platforms will be displayed.
### Resolving Platform Connection Issues
At the top of the page, you may notice an error message (e.g., “Instagram account is not connected”). To resolve:
1. Connect the platform account to TrueBeep ([Connection Documentation](#)).
2. Disable messages for the unconnected platform.
3. Click **Edit Content** to open the edit content page.
### Editing Content
On the edit content page:
- Use the toggle at the top to switch between platform previews.
- If needed, turn off the platform (e.g., Instagram) by toggling it off.
> For **WhatsApp Messaging**, make sure the message template is approved through the required verification process. If the template hasn’t been verified, it cannot be used in campaigns. Learn how to verify WhatsApp templates in the ([Template Verification Documentation](https://developers.facebook.com/docs/whatsapp/business-management-api/authentication-templates/)).
> After making changes, click **Save**. Return to the campaign details page to confirm the issue is resolved.
## Starting and Canceling the Campaign
### Starting the Campaign
1. On the campaign details page, click the **Save** button to finalize settings.
2. Click the **Start** button.
3. A floating modal will appear showing the pricing breakdown per platform.
4. Check the **I Agree** box and click **Start Campaign**.
> Once started, a success message will appear, and an **Under Review** tag will display next to the campaign name.
### Canceling the Campaign
To cancel or stop the campaign:
1. Click the **Cancel** button.
2. Confirm cancellation in the mini-card by clicking **Proceed**.
3. A success message will appear.
This is how you can effectively manage a messaging campaign, from setup and customization to resolving issues, refining your audience, and starting or canceling the campaign.
---
## Push Notifications
##### Campaigns
# Push Notifications
Reach your audience with impactful push notifications. Deliver timely, personalized messages that drive engagement and conversions across all devices.
> Start by going to the **Campaign Module** from the left sidebar. By default, the **Calendar View** will appear.
> Next, switch to the **Push Notifications** tab to view all push notification campaigns.
## Creating a Campaign
1. Click on **Campaign** from the left menu.
2. Click on the **Create Campaign** button to start the process or hover over on any specific date & then click on add.
3. Provide a name for the campaign.
4. Select **Push Notification** as the campaign type.
5. Click **Save** to create the campaign.
## Viewing a Campaign
To view a campaign, click on the campaign or click the **View** button to open the campaign details page.
Once you're on the campaign details page, you’ll see:
- **Campaign Name**
- The number of **Receivers**
- The **Notification Content**
> You’ll also get a preview of how the notification will appear on a real mobile device.
## Editing the Notification Content
To edit the notification content:
1. Write your message in the content field.
2. If you need help, click the **AI Assistant** button for suggested responses.
3. Scroll down to view the updated mobile preview.
Once you’re happy with the content, click **Save** to update the campaign with your changes.
---
## Social Media Marketing
##### Campaigns
# Social Media Marketing
Amplify Your Brand with Social Media Marketing. Supercharge your brand with impactful social media marketing! Engage your audience, spark conversations, and drive conversions across all platforms.
> To begin the social media marketing process, you first need to create social media content in the **Content Studio**.
## Creating a Campaign
1. Click on **Campaign** from the left menu.
2. Click on the **Create Campaign** button to start the process or hover over on any specific date & then click on add.
3. Provide a name for the campaign.
4. Select **Social Post** as the campaign type.
5. Click **Save** to create the campaign.
## Customizing Your Campaign
> After creating the campaign:
- Click on the campaign to customize it further.
- Use the **Select Content** dropdown to choose from previously created social media content.
- Preview your selected content for platforms like Facebook (posts and stories), Instagram (posts and stories), LinkedIn, and TikTok.
- Toggle off any platforms you don’t want to include in the campaign.
- Click the **Save** button at the bottom right corner to finalize.
### Editing Content
If you need to make changes to the selected content:
- Click on **Edit Content** to open the Content Studio.
- Make any necessary edits and save your changes.
## Scheduling or Starting the Campaign
Once the campaign is set up:
1. Choose the desired date and time for the campaign to go live.
2. Click **Save** to schedule it.
If you want to start the campaign immediately, click **Start** at the top-right corner.
By following these steps, you’ll have successfully scheduled or launched a social media marketing campaign!
---
## AI Scan
##### Content Studio
# AI Scan
The **AI Scan** feature in TrueBeep allows you to instantly analyze the quality, effectiveness, and
potential issues of your email templates — all without leaving the editor.
Whether you're crafting marketing campaigns or transactional emails, AI Scan provides a clear report with scores, risk levels, and actionable suggestions to help you optimize content before sending.
- Log in to TrueBeep. On the left-hand menu, click **Emails** (under the Content Studio section) to go to the Emails page.
- Open or create a template. Click **Create** (or **Create Email Template**) to start a new template, or select an existing template from the list. This opens the Email Template editor.
- Prepare or Edit your content. Ensure your email template has content (text, headings, etc.) that you want to analyze. Save any changes in the editor before proceeding.
- Once the template editor is open, you will see a toolbar above the email canvas.
### Performing a Scan
- In the top toolbar, click the **AI Scan** button. This opens a modal to input the current email subject.
- You have to put the email subject to scan your email perfectly.
- After scanning, the panel shows a report with scores and suggestions for your email.
- You can click **Re-scan Email** at any time (after making edits) to refresh the analysis with updated content.
---
### Viewing Scan Results
- **Quality Score and Rating:** At the top of the report, you’ll see a numeric Quality Score and a Quality Rating (e.g. Good, Fair) assessing overall content effectiveness.
- **Risk Level:** A Risk Level indicator highlights any potential issues (e.g. missing elements or high-risk content).
- **Improvement Suggestions:** Below the scores, the AI Scan lists targeted suggestions to improve the email. For example, it might recommend adding a clearer call-to-action or verifying that all links and addresses are correct. Each suggestion is labeled in context (e.g. “Eid Greetings:”).
**Example:** In the screenshot below, the scan report shows a reminder to add a more engaging call-to-action .
> These results help you quickly identify areas to improve. If you update the template (for example, by adding a button or adjusting text), click **Re-scan Email** to regenerate the report with the new content.
By following these steps, new users can efficiently use TrueBeep’s AI Scan module to evaluate and improve their email templates. Always review the AI Scan suggestions carefully and use the insights to enhance your email content before sending.
---
## Design Messages
##### Content Studio
# Design Messages
In TrueBeep, you can design engaging, dynamic message in minutes with our drag-and-drop builder. Effortlessly craft visually appealing messages in no times that resonate with your audience.
## Creating Messaging Content
Locate and go to **Messaging** under the **Content Studio** section on the sidebar. The Messaging Content Page will appear.
To design a new messaging content, click on the **Create** button.
You’ll be taken to the Create Messaging Content Page, where you can:
- Enter the **Name** of your messaging content.
- Fill in the **Message Text Area** with the content you want to send. If you need help generating ideas, use the **AI Tool** for suggestions.
### To Attach Images to Your Message:
1. Click the **Browse Files** button to open the Media Manager.
2. Select one or multiple photos.
3. Click the **Insert** button to attach the photos to the message content.
Click the **Next** button to save your changes.
You will then be redirected to the Content Management Module, where you can preview your message content for all available platforms.
Each platform card includes a **Mobile Preview** and the platform name at the top. Use the toggle beside the platform name to turn the content on or off for that platform.
### Editing and Verifying WhatsApp Content
At the top-left corner of each platform card, there’s an **Editor** button for customizing your message further. For WhatsApp, you’ll also find a **Verify** button. WhatsApp requires template verification before the content can be used in campaigns.
#### To Verify Your WhatsApp Template:
1. Click the **Verify** button.
2. The button will display an **In Review** notice after submission.
3. Wait for the template to be approved.
You can also enhance your message using advanced editing features available for each platform. Learn more about platform-specific editing in this documentation.
Once your message template is finalized:
1. Click **Save**.
2. Hit the **Back** button to return to the Messaging Content Page.
3. Then you will go to a modal for setting up a campaign.
Your newly designed message content will now appear in the content list.
---
## Email Template
##### Content Studio
# Email Template
TrueBeep’s Email Template feature makes it simple to design and customize professional emails. This guide outlines everything you need to know about using the drag-and-drop builder to create dynamic email campaigns.
Learn how to add widgets, use pre-designed modules, style your content, and explore templates to save time. For those with coding expertise, the JSON section allows manual editing for complete control over your designs.
> Follow the steps to build and personalize email templates that align with your brand and deliver the right message to your audience.
## Accessing the Email Template Editor
To create email content:
1. Click on **"Emails"** under the **Content Studio** menu on the left.
2. You will be redirected to the **Emails** page where you can create or edit email content.
To begin creating a new email:
- Click the **"Create"** button to access the Email Template Editor page.
On the left sidebar menu, you will find five sections:
- **Widgets** (default selection)
- **Modules**
- **Styles**
- **Templates**
- **JSON**
::::note
Ensure you name an email template before saving. Save the template after adding or editing sections to preserve progress.
::::
## Widgets
### Adding and Managing Widgets
The **Widgets** section contains tools to build your email:
1. Drag a widget from the left sidebar onto the empty page on the right.
2. Use the **Grid Columns** option to combine multiple widgets in the same section.
#### Example: Adding a Heading Widget
1. Drag the **Heading** widget onto the page.
2. Click the widget to edit. Three options will appear:
- **Drag** to reposition.
- **Duplicate** to copy the widget.
- **Delete** to remove the widget.
3. Write your desired heading text in the field that appears.
### AI Suggestions
If you're unsure how to write effective content:
1. Launch the **AI Suggestion** tool from the left sidebar.
2. Enter your topic in the prompt field.
3. Select a tone (e.g., Professional, Friendly, Sales) from the dropdown.
4. Click **"Get Suggestions"** to view five options. Choose one to auto-fill the text field.
5. Style the text using the upper toolbar.
#### Styling and Padding
- Adjust **Padding** from the left menu under the AI suggestion field.
- Change the block background color via the **Colors** option.
- Use the alignment tool at the bottom of the right sidebar for precise layout adjustments.
## Modules
The **Modules** section includes pre-designed components:
- **Topbar**
- **Navigation**
- **Hero**
- **Footer**
Drag and drop these modules to streamline your design process.
## Styles
The **Styles** section allows further customization:
### Color
- **Body Background:** Change the email's overall background color.
- **Container Background:** Adjust the background where widgets are placed.
### Border
- Increase thickness to add borders.
- Set **Border Color** and choose styles (Solid, Dashed, Dotted).
### Typography
Customize text by selecting **Body** or **Heading** and adjusting:
- Font Family
- Font Size
- Line Height
- Letter Spacing
### Widgets
Fine-tune widget padding using the sliders.
## Templates
### Using Pre-Designed Templates
If you're short on ideas, explore the **Templates** section:
1. Browse professionally designed templates.
2. Click **"Preview"** to examine a template's layout.
3. Select your desired template to load it into the editor panel.
### Customizing Templates
- Modify widgets, text, images, and buttons.
- Adjust fonts, colors, and layouts to match your brand.
- Add unique elements like logos and brand colors for consistency.
Regular updates to the template library ensure fresh designs for your campaigns.
## JSON
### Coding Your Email Template
For advanced users:
1. Click **"Code"** on the top-right corner of the editor.
2. Enter your HTML code in the notepad provided to build the template manually.
Start creating impactful email content with Truebeep and captivate your audience today!
---
## Social Media Posts
##### Content Studio
# Social Media Content
TrueBeep makes social media content creation straightforward and efficient. This guide provides clear steps for creating posts, adding visuals, and preparing content for platforms like **Facebook**, **Instagram**, **LinkedIn**, and **TikTok**. Whether using AI to generate text or customizing posts for different formats, the process is intuitive and flexible.
Follow along to learn how to create, edit, and schedule posts with ease, ensuring your content is ready to connect with your audience effectively.
:::tip
To create social media content, start by clicking on Social Media Posts under the Content Studio in the left menu.
:::
## Creating Content
1. Click on **Create** to begin the process.
2. Provide a **Name** for the content.
3. You can write the text manually or use AI with a preferable command.
4. Add images:
- Click on **Browse Files** in the Image box.
- Upload images from **Media Cloud**, **Canva**, **Unsplash**, **Pexels**, **Pixabay**, or directly from your device.
:::tip
Click the Authorize button to connect Canva with TrueBeep.
:::
After completing these steps, click on the **Next** button to proceed.
## Preview and Customization
Once the content is created, you'll see an accurate preview for:
- **Facebook Posts**
- **Facebook Stories**
- **Instagram Posts**
- **Instagram Stories**
- **LinkedIn Posts**
- **TikTok Posts**
The system is designed to adapt to the different format requirements of these platforms. You can:
- Toggle off platforms where you don’t want to post.
- Click the **Edit** icon on the right side of each platform to customize the posts further.
## Saving or Publishing
- To save the content, click the **Save** button at the top-right corner.
- If you’re ready to post, click **Publish** in the bottom-right corner to publish directly.
- Choose the desired date and time for the campaign to go live.
> Follow Our ([Social Media Marketing Documentation](../campaigns/social-media-marketing.mdx)) for creating or scheduling successful campaigns.
By clicking **Save**, you complete the process of creating social media content.
---
## Custom Fields
##### Customer Onboarding
# Custom Fields
Custom Fields allow you to extend customer profiles by adding personalized data points that fit your business needs. These fields help categorize, filter, and manage customer information efficiently. You can create various types of custom fields to store different kinds of data, such as text, numbers, dates, and more.
## Navigating to Custom Fields
To access and configure custom fields in TrueBeep:
1. Log in to your TrueBeep dashboard.
2. Navigate to the Customers tab from the left sidebar.
3. Click on Configure (⚙️) at the top right of the Customers section.
4. In the Custom Fields section, you can view existing fields or create a new one.
## Creating a Custom Field
To create a new custom field:
1. Click on **Create a New Field**.
2. Enter the **Field Name** (a descriptive title for your custom field).
3. Specify a **Field Key** (a unique identifier for system reference).
4. Choose a **Field Type** from the following options:
- **Text**: Freeform text input.
- **Number**: Whole number values.
- **Float**: Decimal numbers.
- **Date**: Calendar-based date selection.
- **Select**: Dropdown with predefined options.
- **Boolean**: Yes/No toggle.
- **Multi-Select**: Allows selecting multiple predefined options.
5. (Optional) Set a **Default Value** that will auto-fill when no input is provided.
6. Choose whether the field is **Optional** or **Required**.
7. Set **Visibility**:
- **Visible**: Shown in customer profiles.
- **Invisible**: Hidden but stored in the system.
8. Enable or disable **Sorting** for easier organization.
9. Click **Create** to save the new custom field.
## System-Generated Fields
Some fields are automatically created by the system and cannot be modified. For example, **Loyalty Points** is a predefined system-generated field used to track customer rewards.
With custom fields, you can tailor TrueBeep to fit your specific customer data needs, enhancing segmentation, personalization, and overall customer management.
---
## Customer Import
##### Customer Onboarding
# Import Customers
Importing customer information via CSV files is an essential function for businesses looking to consolidate and manage their customer data in one centralized location.
Whether you are:
- Migrating from another system
- Updating your existing database
This guide will provide you with the knowledge and tools needed to perform a successful import.
:::tip
Import your customers to TrueBeep to keep them
engaged with your content.
:::
1. Navigate to the **Customer Dashboard**.
2. Click on the **Import** button at the top of the page to start the process.
3. Upload a CSV file:
- You can download a sample CSV file for reference.
- If your customer data is in another format, convert it into CSV.
- Once ready, click on **Upload a CSV File** and select the file containing your customers’ information.
4. Click **Next** to proceed.
## Data Mapping
On the **Data Mapping** page, you can:
- Configure the fields according to your CSV file.
- Add **Tags**, an **Opt-In page**, and **Meta Data** for the customer group.
- Optionally, add a custom field for **Loyalty Points**.
Once completed, click **Next** to continue.
## Confirming and Completing Import
1. Confirm the import process and click **Start Importing**.
- The system will show the number of customers to be imported.
2. Once the import is complete, click on **Go to Customers**.
3. You will now see the imported customers added to the list.
---
## Interactions
##### Customer Onboarding
# Interactions with Customers
The **Customers Interactions** module in TrueBeep lets you view, search, filter, and manage all customer
conversations from one place.
> Whether you're handling messages from Messenger, SMS, or WhatsApp, this feature gives you a clear view of each interaction — including summaries, timestamps, and conversation details — so your team can stay organized and responsive.
:::tip
With this data, you can create customer segments with keywords, type of interaction, interaction date and more !
:::
### Accessing Interactions
Navigate to the Interactions page: In the TrueBeep app, open the main menu and select **Interactions** .
### Searching and Filtering
**Search box:** Type keywords (such as a subscriber name or text from a message) into the search bar at the top to quickly find specific interactions.
**Channel and Type filters:** Use the drop-down **Channel** menu to filter interactions by platform (e.g. Messenger, SMS, WhatsApp). Use the **Type** filter to choose the kind of interaction (typically “Message”).
**Date filter:** Click the calendar icon to select a date range. This narrows the list to interactions created during that time.
**Clear filters:** Click **Clear filters** to reset any search or filter and return to the full list.
### Viewing Interaction Details
**Open details:** Click the **View** button for an interaction in the list. A side panel will slide out showing the Interaction Details.
**Details fields:** The detail panel includes:
- **Subscriber:** The customer’s name.
- **Channel:** The messaging platform (e.g. Messenger).
- **Type:** The type of interaction (e.g. Message).
- **Direction:** “Inbound” or “Outbound” (whether the message was received or sent by you).
- **Summary:** An AI-generated summary of the conversation. Initially this may say “Summary generation is in progress…”. Once ready, it will display a brief summary of the exchange.
- **Created:** Timestamp of when the interaction occurred (e.g. “5 Minutes Ago, Sep 29, 2025, 21:04:43”).
**Delete an interaction:** At the bottom of the detail panel is a **Delete** button (Image 3). Clicking this will permanently remove the selected interaction from the list. (You can also click **Delete** directly from the main list if you want to remove an entry without viewing details.)
### Reviewing Past Interactions
All interactions are stored indefinitely (unless deleted), so you can return at any time to review them. Simply open the **Interactions** module later and use the search bar or filters to find a specific conversation.
This allows you to revisit the content and summary of any customer message from the past.
### Customer Segmentation
**Customer Segmentation** is the process of dividing your audience into distinct groups based on shared characteristics, behaviors, or interactions. By understanding who your customers are and how they engage with your brand, you can deliver more personalized, relevant, and effective marketing campaigns.
> Create Customer Segmentation from here
---
## Mange Customers
##### Customer Onboarding
# Managing Customers
Managing customer data effectively is essential for:
- Maintaining accurate records
- Enhancing customer relationships
In this guide, you will learn how to leverage **TrueBeep’s powerful features** to keep your customer database up-to-date and organized.
To manage your customers properly, you need to click on the **Customers** menu from the left menu.
Then you will arrive at the Customer dashboard. Here you can see an analytical graph of customers based on dates. You can filter dates from the top of the page to get data for that range. You can configure customer settings and add or import customers from here.
You can also see the overview of **Total Customers**, which includes:
- **Individual** and **Business** categories.
- A list of people who have unsubscribed.
- Additional analytics (accessible by clicking **Show More Analytics**). such as:
- **Customers by Source**
- **Customers by Channels**
- **Wallet Pass downloads** in Apple and Google Wallet
> Under these analytics, you will find:
- A complete list of all your customers.
- Search functionality using customer names.
- Filters for **Business**, **Individual**, **Channel**, **Tags**, **Opt-in Page**, and **Notification Settings**.
- Options to:
- Attach tags to selected customers.
- Detach tags.
- Add new tags via the **Manage Tags** button.
- Manage table columns using the **Column Control** option.
If you want to view or edit a customer, click on **View**, located on the right side of the table. From there, you can edit the following details:
- First Name
- Last Name
- Business Name
- Opt-in Page
- Address
- Channel
- Loyalty Points
- Age
- Language
You can also edit tags for the customer. After clicking the **Loyalty** tab beside **Overview**, you can check and update loyalty points. In the **Activity** tab, you can view the customer's activities.
---
## Opt in Page
##### Customer Onboarding
# Opt in Page
Welcome to the Ultimate Guide on Creating an Opt-In Page with TrueBeep
This guide is tailored to help you design and implement an Opt-In page that will elevate your subscriber engagement and expand your customer base.
An Opt-In page is a crucial element for any business looking to:
- Grow its email list
- Capture leads
- Build a community of engaged subscribers
By following this documentation, you will learn how to leverage **TrueBeep’s intuitive features** to create an effective Opt-In page, while also understanding its core functionalities.
To view the "Opt-In Page," navigate to "Opt-In Pages" from the menu on the left side of Truebeep. Here, you can see the dashboard of opt-in pages, where you can create a new page, edit, or delete existing ones created by your team.
## Creating a New Opt-In Page
To create a new opt-in page:
1. Click on the **"Add Opt-In Page"** button on the right side.
2. Enter a name for your opt-in page to personalize it.
3. Click **"Save"** to finalize the creation.
::::note
You have to login successfully to access
this page.
::::
> After creating a customer page, if you click on the vertical three dots besides the individual customer page name , you will find some options like this.
Let’s discuss each and every option with proper steps.
## Customizing the Opt-In Page
To fully customize your opt-in page:
1. Click on the three-dot icon to open the menu.
2. Select **"Edit Opt-In Page"** and start personalizing:
- Choose a template that suits your needs.
- Add your logo and a background image.
- Adjust brand colors and button text colors.
3. Provide essential details such as:
- First and last name.
- Contact person and business name.
- Preferred communication methods.
- Language, notes, and integration with Apple Wallet or Google Wallet.
:::tip
To run campaigns, you need to connect your
social media, WhatsApp, and Canva account.
:::
Enable the **"Notify Me"** feature for real-time updates to subscribers. Save your changes when satisfied.
:::tip
When you're done, click 'Save' to keep your
changes.
:::
## Welcome Message
The **"Welcome Message"** section allows you to create multi-channel greetings using text, email, and images. Toggle this feature on or off as needed.
### Text Content
1. Go to **"Create Welcome SMS."**
2. Provide a name and write a detailed message.
3. Click **"Save"** to keep your changes.
### WhatsApp Messages
1. Navigate to **"Create Welcome WhatsApp Messages."**
2. Name the message and add your content, including images if desired.
3. Save your updates.
### Email Content
1. Access the **"Create Welcome Email"** section.
2. Choose from a variety of templates and customize:
- Add text, images, QR codes, and other elements.
- Adjust background colors to match your brand.
3. Name your template in the **"Template Name"** field.
4. Save the design once satisfied.
## QR Code Generator
Effortlessly design and download customized QR codes:
1. Select your QR code style.
2. Personalize it by adding your logo, adjusting its size, shape, and colors.
3. Save and download your QR code for future use.
## Designing Posters
The **"Design Poster"** menu enables you to create eye-catching posters. You can:
- Choose a template or start with a blank canvas.
- Add text, images, QR codes, and other elements.
- Adjust background colors and placements for a professional design.
Once complete, save and download your poster to share.
## Sharing and Managing Opt-In Pages
### Sharing
Use the **"Share"** button to distribute the opt-in page across:
- Social media platforms (Facebook, Messenger, Twitter, LinkedIn, etc.).
- WhatsApp, Telegram, or email.
- Copy and paste the URL as needed.
### Managing Pages
- Duplicate existing pages with the **"Duplicate Page"** feature to save time.
- Archive pages using the **"Archive"** option to declutter your workspace.
- Permanently delete unused pages with the **"Delete Page"** option.
Get started with Truebeep and take your business to new heights!
---
## Dashboard
##### Getting Started
# Dashboard
Welcome to our analytics dashboard! Here, you can gain valuable insights into your customers and campaigns. Let’s take a tour.
:::note
You have to login successfully to access
this page
:::
With our intuitive dashboard, gaining insights and optimizing your communication strategy has never been easier. You can monitor the following:
- **Overview** : Step-by-step instructions to help you launch your first Email and SMS campaign.
- **Customer Insights**: Understand your customers better with detailed analytics.
- **Top Sources of Customers**: Identify the top sources of your customers.
- **Campaign Performance**: Track the performance of your campaigns in real-time.
- **Completed Campaigns by Type**: Track the performance of your campaigns by type.
---
## Introduction
UserPlus,
MessageSquareLock,
Wrench,
Building2,
ChartColumnBig,
Image,
Mail,
CloudUpload,
Inbox,
UserRoundSearch,
CalendarDays,
Megaphone,
MessageSquareText,
BellRing,
Import,
ChartArea,
} from "lucide-react";
##### Getting Started
# Welcome to TrueBeep
In today’s fast-paced digital world, businesses need more than just tools—they need insights, automation, and simplicity. That’s where **TrueBeep** comes in.
At TrueBeep, we redefine marketing by helping businesses optimize their communication across all channels, ensuring every message resonates and delivers impact. Using the power of AI-driven solutions, we simplify the complexities of modern marketing, enabling you to focus on growth.
Our platform isn’t just a tool, it’s your **marketing partner** with features like:
- **Easy Customer Management**
- **Campaign Scheduling**
- **Social Media Content Creation and Publishing**
- **Unified Inbox (Manage Facebook, WhatsApp, Instagram, SMS, etc., in one place)**
- **Create passes for Google and Apple Wallet for your customers**
- **Robust Analytics**
and so on. TrueBeep empowers businesses to manage, execute, and refine their marketing strategies with ease. Our advanced analytics ensure you always know:
- What’s working.
- What’s not.
- How to fine-tune your efforts for maximum success.
### Built by Experts
Created by founders with experience in **Big Tech**, TrueBeep combines cutting-edge capabilities with a deep commitment to transparency and community collaboration. Our platform evolves with your business, learning from your strategies and delivering smarter solutions every step of the way.
### Getting Started
This documentation is designed to help you get started and guide you through onboarding with TrueBeep. Dive in, explore the features, and discover how our platform can transform the way you communicate, connect, and grow.
Welcome to the future of marketing. **Welcome to TrueBeep.**
---
## Quick Start
UserPlus,
MessageSquareLock,
Wrench,
Building2,
ChartColumnBig,
Image,
Mail,
CloudUpload,
Inbox,
UserRoundSearch,
CalendarDays,
Megaphone,
MessageSquareText,
BellRing,
Import,
ChartArea,
} from "lucide-react";
##### Getting Started
# QuickStart
Welcome to TrueBeep – your AI-powered ally in mastering digital marketing.
### Step 1 : Access Your Account
Whether you're new to digital marketing or looking to enhance your current strategies, TrueBeep empowers you with cutting-edge tools to elevate your online strategy.
New Users: Request a Demo
Request a [demo](https://truebeep.com/) today and unlock the potential of
our TrueBeep for your business.
Existing Users: Sign In with your email.
Logging in is quick and secure. Follow these simple steps to access your account and start optimizing your marketing communication.
## Step 1: Enter Your Email Address
1. Navigate to the **TrueBeep login page**.
2. You'll see a field labeled **"Email Address"**.
3. Enter your registered email address in the input field.
4. Click the **"Submit"** button.
> **Tip:** Make sure you enter the correct email address associated with your TrueBeep account.
---
## Step 2: Verify Your Identity with OTP
1. After submitting your email, TrueBeep will send a **One-Time Password (OTP)** to your email inbox.
- Check your email for the OTP.
- If you don’t see it immediately, check your spam or junk folder.
2. On the next screen, you'll see six empty boxes for entering the OTP.
3. Type the OTP into the boxes provided.
4. If you didn’t receive the OTP, click **"Resend OTP"** (available after a short waiting period).
5. Once the OTP is entered, click **"Submit"**.
> **Note:** The OTP is valid for a limited time, so make sure to use it before it expires.
---
## Success!
If the OTP is correct, you’ll be logged into your TrueBeep account and redirected to your dashboard.
---
## Having Trouble?
- Double-check your email address for typos.
- Ensure you’re using the same email you registered with TrueBeep.
- Still facing issues? Contact **TrueBeep Support** for assistance.
### Step 2 : Personalize Your Profile
Update your business details, website URL, and social media links.
Adjust settings to align TrueBeep with your unique preferences.
}
href="/manage-settings"
description="View and update your profile with necessary settings and create new
organizations."
/>
}
href="/manage-organization/overview"
description="Manage your organizations settings, organization members, connect your social media, WhatsApp & canva account. Configure Email & SMS settings,
privacy, terms etc."
/>
### Step 3 : Dive into TrueBeep's Features
Unleash your brand’s potential with TrueBeep. Dive in today and let your creativity take flight!
}
title="Dashboard"
href="/getting-started/dashboard"
description="Get a clear snapshot of your marketing performance and Campaigns."
/>
}
title="Opt in Page"
href="/customer-onboarding/opt-in-page"
description="Design a captivating opt in page to onboard customer using easy to use builder."
/>
}
title="Manage Customers"
href="/customer-onboarding/manage-customers"
description="Organize and engage with your customer list. Tag, import/export, and dive deep into subscriber insights."
/>
}
title="Import Customers"
href="/customer-onboarding/customer-import"
description="Import your customers to TrueBeep to keep them engaged with your content."
/>
}
title="Campaign Scheduler"
href="/campaigns/campaign-scheduler"
description="Plan and schedule your campaigns in advance for maximum impact."
/>
}
title="Social Media Marketing"
href="/campaigns/social-media-marketing"
description="Create and schedule social media posts across platforms like Facebook, Instagram, TikTok and LinkedIn."
/>
}
title="Email Marketing"
href="/campaigns/email-marketing"
description="Craft compelling email campaigns that drive engagement and conversions."
/>
}
title="Messaging Marketing"
href="/campaigns/messaging-marketing"
description="Engage with your audience through WhatsApp, SMS, and Messenger campaigns."
/>
}
title="Push Notifications"
href="/campaigns/push-notification"
description="Send push notifications to your customers through Apple / Google Wallets."
/>
}
title="Unified Inbox"
href="/others/unified-inbox"
description="Manage all your customer interactions in one place."
/>
}
title="Social Analytics"
href="/others/social-analytics"
description="Monitor your social media performance and audience engagement."
/>
}
title="Media Manager"
href="/others/media"
description="Streamline your digital assets with organized folders and tags."
/>
### Step 4: Reach Out for Support
Got questions? Our experts are here to help you succeed.
### Step 5: Harness the Power
Start your campaign, and let our prompts guide you through setup and campaign launch.
Tips for Success:
TrueBeep is more than a platform; it's your digital marketing partner. With our comprehensive toolkit and expert tips, you're set to amplify your online presence and drive business results.
Unleash your brand's potential with TrueBeep. Dive in today and let your creativity take flight!
---
## API
CreateCustomerEditor,
BulkCreateCustomersEditor,
UpdateCustomerEditor,
GetCustomerEditor,
UpdateQRPointsEditor,
UpdateLoyaltyPointsEditor,
} from "@site/src/components/code-editors/api-sdk";
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MessageSquareLock,
Wrench,
Building2,
ChartColumnBig,
Image,
MailCheck,
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} from "lucide-react";
##### Integrations
# API
This documentation covers the RESTful API endpoints for managing customers in the system. All endpoints are protected by ApiClientMiddleware and require proper authentication.
### Create a secret key
To get started, create a secret key to authenticate your API requests.
Use **`https://api.truebeep.com/v1`** as the base URL for all TrueBeep API requests.
### Create Customer
Creates a new customer record.
**Example Responses:**
```json
{
"success": true,
"data": {
"id": "e8c43l37t1zayx8t66t5xbg9",
"firstName": "John",
"lastName": "Doe",
"phone": "+177566302",
"points": 15
}
}
```
**Parameters:**
| Field | Type | Description |
| :-------------------------------------------------: | :------: | :-------------------------: |
| | `string` | This field is required |
| | `string` | This field is required |
| | `string` | Min 10 digits |
| | `string` | Valid email |
| | `string` | Optional |
:::info
**Conditional** fields indicate that at least one of the marked fields is required. For this endpoint, you must provide either `phone` or `email` (or both) along with the required fields.
:::
### Bulk Create Customers
Create multiple customer records in a single request.
**Example Responses:**
```json
[
{
"id": "uuid",
"firstName": "John",
"lastName": "Doe",
"phone": "1234567890",
"email": "john.doe@example.com"
},
{
"id": "uuid2",
"firstName": "Sam",
"lastName": "Smith",
"phone": "9876543210",
"email": "sam.smith@example.com"
}
]
```
**Parameters:**
| Field | Type | Description |
| :-------------------------------------------------: | :------: | :-------------------------: |
| | `string` | This field is required |
| | `string` | This field is required |
| | `string` | Min 10 digits |
| | `string` | Valid email |
| | `string` | Optional |
:::info
**Conditional** fields indicate that at least one of the marked fields is required. For this endpoint, you must provide either `phone` or `email` (or both) along with the required fields.
:::
### Update Customer
Update customer information.
**Example Responses:**
```json
{
"id": "uuid",
"firstName": "Walter",
"lastName": "White",
"phone": "+1234567890"
}
```
### Get Customer
Retrieve customer information by ID.
**Example Responses:**
```json
{
"id": "uuid",
"firstName": "John",
"lastName": "Doe",
"phone": "1234567890",
"email": "john.doe@example.com",
"points": "100"
}
```
### Update Customer QR Points
Update customer points using a QR code scan.
**Example Responses:**
```json
{
"success": true,
"data": {
"id": "jv3cstlguhr2e91oihi0bfsx",
"firstName": "John",
"lastName": "Doe",
"points": 2
}
}
```
**Parameters:**
| Field | Type | Description |
| :------------------------------: | :------: | :--------------------: |
| | `string` | This field is required |
| | `string` | This field is required |
### Update Customer Loyalty Points
Update a customer's loyalty points.
**Example Responses:**
```json
{
"id": "l7817f8lbdqn18pok75x2mnm",
"firstName": "John",
"lastName": "Doe",
"email": "john@gmail.com",
"points": 10
}
```
**Parameters:**
| Field | Type | Description |
| :----------------------------: | :------------------------: | :--------------------: |
| | `number` | This field is required |
| | `increment` or `decrement` | This field is required |
---
## Shopify
##### Integration
# Shopify
Integrate TrueBeep into your Shopify store to reward customers with loyalty points and seamless digital wallet passes. This guide walks you through installing the app, configuring settings, setting up a loyalty program, and enabling Apple Wallet/Google Wallet integration. Follow the steps below to manage customer wallet points during checkout in a user-friendly way.
### Installation
1. Go to the Shopify App Store and search for "TrueBeep".
2. Click on the "Add app" button to install the TrueBeep app.
3. Follow the on-screen instructions to complete the installation.
No coding is required for basic setup, the app provides a built-in interface to manage loyalty points and wallet integration. After installation, proceed to configure your API connection and loyalty settings as described below.
### Connect TrueBeep to Shopify
To connect TrueBeep to your Shopify store, add the [API URL and API Key](./api.mdx#create-a-secret-key) in the TrueBeep settings.
- Use **`https://api.truebeep.com/v1`** as the API URL.
- Enter your **API Key** generated from the TrueBeep dashboard.
### Add Wallet Pass
To add a wallet pass for your customers, navigate to the TrueBeep dashboard and follow these steps:
1. Navigate to the **Wallet Pass** section.
2. Copy wallet pass ID.
3. Paste the wallet pass ID into the **Wallet Template ID** field in the TrueBeep settings.
:::tip
[Learn more about Wallet Passes](../others/wallet-pass.mdx).
:::
### Loyalty Settings
- **Open Loyalty Program settings:** In the TrueBeepify app, go to the Loyalty Program tab. Here you’ll see options for redemption methods, coupons, point conversion rates, and tiers.
- **Choose a redemption mode:** Under _Ways to redeem_, select either **Dynamic Coupon** or **Coupon** as the method for customers to redeem points:
- **Dynamic Coupon:** Customers can enter any amount of points to redeem. The app will generate a one-time discount code on the fly, matching the points to a discount value automatically.
- **Coupon:** Customers redeem points for preset coupon values. You will create fixed-value coupons (e.g. $5 off, $10 off) that customers can claim using their points.
- **Define coupon rewards (if using Coupon mode):** If you chose **Coupon** as the redemption mode, set up your list of coupon rewards.
- **Set point earning and redemption values:** Configure how points correspond to purchase amounts:
- **Earning Value:** Enter how many loyalty points a customer earns per $1 spent. For instance, setting “Order Amount to Points Conversion” to 1 means a customer earns 1 point for every $1.00 they spend.
- **Redeeming Value:** Enter how much discount (in $) a customer gets per point when redeeming. For example, if you set “Points to Amount Conversion” to 0.01, then 100 points would equate to $1.00 discount. (A setting of 1 would mean 1 point = $1 discount, which is a very high reward rate – adjust these values to balance your program.)
- **Allow or disallow points on discounted orders:** Decide whether customers earn points on orders where they redeemed points. Toggle _Earn Points on Redeemed Orders_ based on your preference:
- If enabled (checkbox ticked), customers will still earn loyalty points on an order even if they used a coupon/points to get a discount on that order.
- If disabled, orders where points are redeemed will not generate new points (commonly used to prevent “double-dipping” on rewards).
- **Configure loyalty tiers (optional):** Set up tiered reward levels to encourage more engagement. Tiers like Bronze, Silver, Gold, Platinum or any name you like:
- You can _Add new tiers_ or edit existing ones. For each tier, define criteria for reaching that tier (such as total points earned or total spending) and the benefits. For example, higher tiers might earn points at a faster rate (e.g. Silver members earn 1.5 points per $1) or get better redemption rates.
- Each tier can have its own point earning multiplier or special perks. Ensure the tiers progress logically (Bronze being entry-level, Silver for more loyal customers, etc.).
### App Embed
To embed the TrueBeep app in your Shopify theme, follow these steps:
1. Go to your Shopify admin panel.
2. Navigate to **Online Store** > **Themes**.
3. Click **Customization** on your active theme.
4. In the customization panel, look for the **App Embed** section.(probably at the bottom of the left sidebar)
5. Enable **TrueBeep Floating Button** and save your changes.
After saving, a floating button will appear on your store, allowing customers to access their loyalty points and wallet passes easily.
### App Blocks
You can also add the TrueBeep App Blocks to your Shopify store to display loyalty points and wallet passes in specific locations. To do this:
1. Go to your Shopify admin panel.
2. Navigate to **Online Store** > **Themes**.
3. Click **Customization** on your active theme.
4. On the top bar, click on **Home Page** then select **Checkout and customer accounts**.
5. Look for the **App** section (at the bottom of the left sidebar).
6. Click the add button next to **TrueBeep App Block** and select the block you want to add.
---
## Activity
##### Manage Your Organizations
# Activity
View and manage the activities of your organization, including the creation of campaigns, posts, and other marketing activities. Here, you can view the overall events and activities related to the subscriber. These activities may include the subscriber's joining date, instances when your business added or updated loyalty points, and details of edits made to the subscriber's information.
---
## AI Settings
##### Manage Your Organizations
# AI Settings
The **AI Settings** section enables organizations to configure their AI assistant’s behavior, goals, auto-replies, and response guidelines — helping deliver smarter, more personalized customer interactions.
### Define Goals & Upload Resources
- **Set Organizational Goals:**
- Clearly define business objectives (e.g., increase customer satisfaction, reduce support costs, improve retention).
- Helps the AI understand priorities and tailor responses accordingly.
- **Upload Supporting Resources:**
- Add relevant PDFs, CSV, TXT, or MD files (up to 20MB) to give the AI more context about your organization.
- Improves accuracy and relevance in automated responses.
### Configure Inbox Auto-Reply
- **Enable or Disable Auto-Reply:**
- Let the AI automatically respond to incoming customer messages when activated.
- **Channel Selection:**
- Choose where auto-replies should apply, such as **Messenger**, **Instagram Messages**, or **WhatsApp**.
- **Auto Reply Forms:**
- Attach a pre-built form (e.g., IT Consulting Form) to capture structured information during automated conversations.
- Optionally create new forms or skip form selection.
---
### Set Reply Instructions
- **Custom AI Behavior:**
- Define exactly how the AI should respond to customer inquiries.
- Include tone, style, response triggers, and fallback rules.
- **Usage Guidelines & Templates:**
- Access pre-written templates and usage guidelines to shape responses effectively.
- Example: Define key phrases that trigger specific AI responses or promotional messages.
---
These **AI Settings** give organizations full control over how their AI assistant behaves — from understanding company goals and using relevant resources to managing auto-replies across channels and crafting intelligent, on-brand responses.
---
## Billing
##### Manage Your Organizations
# Billing
TrueBeep provides flexible and scalable pricing plans to suit businesses of all sizes. Our billing system is powered by Stripe, ensuring secure and seamless transactions. Below is a detailed breakdown of our billing structure, plans, and payment management options.
To navigate Billing please go to - **Manage Organization > Billing**
## Plans & Pricing
| Plan | Price (Monthly) | Team Members Included | Subscribers Limit | Social Media Campaigns | Add-ons |
|-------------|------------------|----------------------|------------------|--------------------|---------|
| Free | Free | 1 (+$30/member) | Up to 100 | Unlimited | Yes |
| Pro Starter | $99.00 | 1 (+$30/member) | Up to 1,000 | Unlimited | Yes |
| Pro Growth | $499.00 | 5 (+$30/member) | Up to 100,000 | Unlimited | Yes |
| Pro Scale | $999.00 | 10 (+$30/member) | Up to 1,000,000 | Unlimited | Yes |
| Enterprise | Custom | 25 (+$30/member) | Up to 10,000,000 | Unlimited | Yes |
> For custom enterprise solutions, please contact our [support team](https://app.truebeep.com/contact-us).
## Choosing the Right Plan
- **Free**: Perfect for individuals and small projects just getting started with digital marketing.
- **Pro Starter**: Ideal for small businesses looking for essential marketing tools.
- **Pro Growth**: Designed for growing businesses needing advanced analytics and priority support.
- **Pro Scale**: Suitable for large-scale operations managing vast subscriber bases.
- **Enterprise**: Custom-tailored solutions for large corporations requiring high-volume messaging and SLA guarantees.
## Region-Based Rates for SMS & WhatsApp
Pricing for SMS and WhatsApp messages varies by region. Use our pricing calculator to estimate your costs.
## Balance Top-Up
Users can top up their balance for additional communication credits used for emails, SMS, and WhatsApp messages. The balance can be topped up via the dashboard under **Billing > Add Balance**.
:::tip
The minimum balance top-up amount is $20.
:::
## Available Add-ons
Navigate to **Billing > Add-ons** to explore additional features and enhance your platform experience.
- **10DLC Registration**: Required for sending SMS in the United States. Ensure compliance with carrier regulations and avoid message delivery disruptions by registering your 10-digit long code (10DLC) number.
- **Additional Team Members**: Add extra members to your team for **$30 per member/month**. Collaborate more efficiently by expanding your team and giving each member the necessary permissions to access and manage the platform.
## Supported Payment Methods
We accept the following payment methods:
- Credit/Debit Cards (Visa, MasterCard, AMEX, Discover)
- PayPal
- ACH Transfers (for Enterprise clients)
- Apple Pay / Google Pay (where available)
## Billing Management
- **Access & Manage Billing**: Navigate to the Billing section and click the **'Manage Billing'** button in the top right. This will take you to the Stripe dashboard, where you can handle all billing-related tasks.
- **Update Payment Method**: Modify payment details anytime under **Billing > Payment Methods**.
- **Automated Billing**: Monthly auto-renewal is enabled unless manually cancelled.
## Usage History
Monitor your spending on emails, SMS, and WhatsApp messages by visiting **Billing > Usage History** in your dashboard. This section provides details of your balance top-ups and campaign-related costs in a chronological format.
## Upgrading or Downgrading Your Plan
Managing your subscription plan is easy and can be done through your account dashboard. Whether you need more features or want to adjust your plan to better fit your current needs, you can make changes to your subscription at any time.
### Upgrading Your Plan
When upgrading to a higher-tier plan, you'll gain access to additional features and higher usage limits immediately:
1. Click on the **"Change Plan"** button in your account dashboard.
2. Select a higher-tier plan from the available options.
3. Review the new features and pricing details.
4. Confirm your upgrade.
5. Your account will be automatically billed for the new plan amount.
6. The difference between your current plan and new plan will be prorated for the remaining billing period.
### Downgrading Your Plan
Before downgrading your plan, please ensure your current usage is compatible with the lower-tier plan's limitations:
- Verify that your current number of team members doesn't exceed the limit of the new plan.
- Check that your subscriber count is within the allowed range of the new plan.
- Ensure that you don't rely on features that are unavailable in the lower-tier plan.
To downgrade:
1. Click on the **"Change Plan"** button in your account dashboard.
2. Select a lower-tier plan from the available options.
3. Click the **"Downgrade Plan"** button for your desired plan.
4. Review the changes in features and confirm your downgrade.
:::tip
If your current usage exceeds the limits of the plan you wish to downgrade to, you'll need to reduce your usage first or contact support for assistance. Billing adjustments will be reflected in your next invoice.
:::
## Frequently Asked Questions (FAQ)
How can I cancel my plan?
To cancel, go to **Billing > Change Plan**, click on the **"Cancel Plan"** button.
Do you offer refunds?
We do not offer refunds for partially used billing cycles. However, for billing disputes, please contact our [support team](https://app.truebeep.com/contact-us).
How do I top up my balance?
Go to **Billing > Add Balance**, select the amount, and proceed with payment.
Where can I find my invoices?
All invoices are available under **Billing > Invoices**, where you can view or download them. To access invoices in Stripe, click on **'Manage Billing'** in the Billing section, which will take you to your Stripe dashboard. Invoices are also sent via email notifications.
What's the billing cycle?
TrueBeep offers a **monthly billing cycle**.
How can I add extra team members to my existing plan?
TrueBeep offers a flexible way to add more team members to your existing plan. Add extra members to your team for **$30 per member/month** by buying the **"Additional Team Members"** addon.
## Need Help?
If you're having trouble changing your plan or have questions about which plan is right for your needs, please contact our [support team](https://app.truebeep.com/contact-us). for personalized assistance.
---
## Connections
Wrench,
Image,
HandCoins,
ShieldCheck,
Scale,
BookOpenText,
Plug,
Key,
Mail,
MessageSquare,
Users,
ScrollText,
Facebook,
Linkedin,
Instagram
} from "lucide-react";
##### Manage Your Organizations
# Connections
Welcome to the TrueBeep Connection Guide! This comprehensive document is designed to help you seamlessly integrate various social media platforms and tools into the TrueBeep ecosystem. By connecting your accounts, you unlock the full potential of TrueBeep's features, including automated publishing, advanced analytics, and streamlined communication with your customers.
In this guide, you'll find step-by-step instructions for connecting popular platforms like Facebook, Instagram, WhatsApp, LinkedIn, TikTok, and Canva.
:::tip
To run campaigns, you need to connect your
social media, WhatsApp, and Canva account.
:::
Let’s begin your journey to better social media management with TrueBeep!
}
title="facebook"
href="/manage-organization/connections#connecting-a-facebook-page-1"
description="Connect your Facebook page to TrueBeep to publish posts, share stories, manage messages, and analyze page performance."
/>
}
title="Instagram"
href="/manage-organization/connections#connecting-an-instagram-account"
description="Connect your Instagram Business account to TrueBeep to publish posts, share stories, manage messages, and gain insights into engagement."
/>
}
title="WhatsApp"
href="/manage-organization/connections#connecting-whatsapp"
description="Connect your WhatsApp Business account to TrueBeep to enhance communication and manage conversations with your customers."
/>
}
title="LinkedIn"
href="/manage-organization/connections#connecting-a-linkedin-account"
description="Connect your LinkedIn Business page to TrueBeep to publish posts and engage with a professional audience."
/>
}
title="TikTok"
href="/manage-organization/connections#connecting-tiktok"
description="Connect your TikTok account to TrueBeep to manage videos and enhance consumer engagement on this vibrant platform."
/>
}
title="Canva"
href="/manage-organization/connections#connecting-canva"
description="Connect your Canva account to TrueBeep to seamlessly integrate your creative designs into your campaigns."
/>
## Connecting a Facebook Page
### Facebook features that are available in TrueBeep
- Publishing posts on Facebook pages
- Sharing stories on Facebook pages
- Sending direct messages to customers from the Facebook Page
- Analytics of the Facebook Page
- Engagement rate of the Facebook page’s posts
- Posts’ insights of individual Facebook posts
### Connecting a Facebook Page
Before connecting your Facebook or Instagram account to TrueBeep, you must know:
- To connect with TrueBeep, your Facebook Page must be linked to a "Meta Business Portfolio."
- Facebook pages using the new Pages experience and the classic Pages experience can be connected. Personal Facebook profiles are not eligible for connection with TrueBeep.
- If you do not have any Business account, make sure to create one before connecting to TrueBeep. You can create it from [Meta Business Suite](https://business.facebook.com/)
#### Steps to Connect a Facebook Account to TrueBeep:
1. Click on your profile at the top right corner and select **“Manage Organization.”**
2. Click on the **“Connection”** tab, then find the **“Facebook”** option under the **“Social”** section.
3. Click the **“Connect”** button on the right side of "Facebook." This will redirect you to a pop-up window.
4. Switch to your Facebook account, select a Business Portfolio, and click **“Continue.”**
5. Select the page you want to connect to TrueBeep and click **“Continue.”**
6. Review the event data associated with your selected page, provide access to the mentioned services, and click **“Save.”**
7. Once access is saved, you will be notified about the confirmation of your connection. Click **“Got It”** to complete the process.
---
## Connecting an Instagram Account
### Instagram features that are available in TrueBeep
- Publishing photos, reels, and videos on Instagram
- Sharing stories on Instagram
- Sending direct messages to customers from the Instagram messenger
- Analytics of the Instagram account
- Engagement rate of Instagram posts
- Insights of individual Instagram posts
### Connecting an Instagram Page
Before connecting Facebook or Instagram account to TrueBeep, you must know:
- To connect with TrueBeep, Instagram accounts must be Business account and linked to a Facebook page you manage. TrueBeep does not support personal Instagram accounts, Instagram Creator accounts, or Instagram Business accounts that are not linked to a Facebook page.
- Both Facebook pages Instagram use the new Pages experience, and the classic Pages experience can be connected. Personal Facebook profiles are not eligible for connection with TrueBeep.
- If you do not have any Business account, make sure to create one before connecting to TrueBeep. You can create it from [Meta Business Suite](https://business.facebook.com/)
#### Steps to Connect an Instagram Account:
1. Click on your profile at the top right corner and select **“Manage Organization.”**
2. Click on the **“Connection”** tab, then find the **“Instagram”** option under the **“Social”** section.
3. Click the **“Connect”** button on the right side of "Instagram."
4. Switch to your Facebook account and select the page connected to your Instagram account.
5. Choose an existing business and click **“Continue.”**
6. Select the desired page and Instagram account, then click **“Continue.”**
7. Review TrueBeep’s access request and click **“Save.”**
8. Once access is saved, you will be notified about the confirmation of your connection. Click **“Got It”** to complete the process.
---
## Connecting WhatsApp
Before connecting your WhatsApp account to TrueBeep, you must know:
- A verified [Meta Business Manager](https://www.facebook.com/login/?next=https%3A%2F%2Fwww.facebook.com%2Fbusiness%2Fhelp%2F1710077379203657%3Fid%3D180505742745347) is required to access more than 50 business-initiated conversations per day.
- If your business is not verified, connect to TrueBeep and then verify your business through Meta Business Manager.
### Steps to Connect a WhatsApp Account:
1. Click on your profile at the top right corner and select **“Manage Organization.”**
2. Click on the **“Connection”** tab, then find the **“WhatsApp”** option under the **“Social”** section.
3. Click the **“Connect”** button on the right side of "WhatsApp."
4. Follow the steps in the pop-up window:
- Continue with your Facebook profile linked to a WhatsApp Business account.
- Share access with TrueBeep and click **“Get Started.”**
- Provide accurate business information (Business Portfolio, name, website, country) and click **“Next.”**
- Choose or create a WhatsApp Business Account and Profile, add a phone number, and verify it.
5. Review your submitted information and click **“Finish.”**
6. Once connected, your WhatsApp number will appear in the **“Connection”** tab.
---
## Connecting a LinkedIn Account
A LinkedIn Business Page linked to your profile. Refer to LinkedIn’s [help page](https://www.linkedin.com/help/linkedin/answer/a543852) for detailed setup instructions.
### Steps to Connect a LinkedIn Page:
1. Click on your profile at the top right corner and select **“Manage Organization.”**
2. Click on the **“Connection”** tab, then find the **“LinkedIn”** option under the **“Social”** section.
3. Click the **“Connect”** button on the right side of "LinkedIn."
4. Log in to your LinkedIn profile that manages the desired Business Page.
5. Provide the necessary permissions and click **“Allow.”**
6. Once connected, your LinkedIn page will appear in the **“Connection”** tab.
---
## Connecting TikTok
Log in to your TikTok account on the same device before starting the connection process.
### Steps to Connect a TikTok Account:
1. Click on your profile at the top right corner and select **“Manage Organization.”**
2. Click on the **“Connection”** tab, then find the **“TikTok”** option under the **“Social”** section.
3. Click the **“Connect”** button on the right side of "TikTok," then click **“Start Connecting.”**
4. Grant the required permissions and click **“Continue.”**
5. Once connected, your TikTok account will appear in the **“Connection”** tab.
---
## Connecting Canva
### Steps to Connect a Canva Account:
1. Click on your profile at the top right corner and select **“Manage Organization.”**
2. Click on the **“Connection”** tab, then find the **“Canva”** option under the **“Media & Others”** section.
3. Click the **“Connect”** button on the right side of "Canva," then click **“Start Connecting.”**
4. Provide the necessary permissions and click **“Allow.”**
5. Once connected, your Canva account will appear in the **“Connection”** tab.
---
## Email Settings
##### Manage Your Organizations
# Email Settings
The Email Settings section in TrueBeep enables you to manage and optimize your email communication channels effectively. This section provides tools to enhance email deliverability, ensure compliance, and integrate seamlessly with your marketing strategies.
## How to Navigate to the Email Settings
1. Log in to your TrueBeep account.
2. Click on your profile icon located in the top-right corner of the dashboard.
3. From the dropdown menu, select **Manage Organization**.
4. In the Organization Settings page, click on the **Email** tab in the top navigation bar.
## Why DKIM & SPF Verification is Required
To improve email deliverability and ensure that your emails reach your customers’ inboxes without being flagged as spam, TrueBeep requires DKIM (DomainKeys Identified Mail) and SPF (Sender Policy Framework) verification. These industry-standard email authentication protocols:
- **DKIM** ensures the integrity of your email content by attaching a digital signature, verifying that the email was not altered during transit.
- **SPF** validates that your emails are sent from authorized servers, reducing the risk of spoofing and phishing attempts.
Completing DKIM and SPF verification is essential to building trust with email providers and maintaining a high sender reputation.
---
## How to Perform DKIM & SPF Verification
1. Find **“DKIM & SPF Verification”** and click on **“Add Domain.”**
2. Enter your domain URL and click on **“Add.”**
3. Now we will have to verify this domain. Click on **“Verify”** next to the domain name.
4. Once you click on **“Verify,”** a table for your domain name will appear.
You will need to add these records to your domain's DNS (Domain Name System) records. The verification process may vary depending on your hosting company.
**N.B:** These records might require several hours to get populated.
> Once these records are added in your Domain provider's panel, click on the **“verify”** Button to verify your domain.
---
## General Settings
##### Manage Your Organizations
# General Settings
View and update information about your organization.
### Name
Typically refers to the public-facing name of the organization, the name by which it is commonly known by customers, clients, and the general public. It's the name that appears on the website, marketing materials, and other external communications.
### Legal Name
The official name under which it is registered with relevant government authorities, such as the name listed on official documents like incorporation certificates, business licenses, tax forms, and contracts.
### Slug
Choose a concise and descriptive segment of the URL that aligns with the organization's identity or the content of the specific page.
### Domain
The unique web address where your organization's website can be found on the internet. It's the part of the website address that comes after "www." or "https://", providing a memorable and recognizable online identity for your organization.
### Timezone
Select the timezone that corresponds to the location where your organization is based or where most of its activities take place. This ensures that all time-related information, such as event schedules, deadlines, and notifications, are displayed accurately and consistently across the platform.
### Logo
The "Logo" field, you should select and upload an image file that represents your organization's logo. The image file should meet the following criteria:
:::note
Format: Acceptable formats include JPG,
JPEG, PNG, and WEBP. These are standard image formats commonly used for web graphics.
:::
:::note
Size: The maximum file size allowed for
the logo image is 5MB. Ensure that your logo image file does not exceed this limit
to avoid any issues with uploading.{" "}
:::
Choose a high-quality image of your organization's logo that accurately represents your brand identity. This logo will appear on your website, marketing materials, and other communications, so it's essential to select an image that is clear, visually appealing, and aligned with your brand message.
### Brand Colors
These colors play a crucial role in shaping how your audience perceives your brand and can be used consistently across various marketing materials, website designs, and communication channels to reinforce brand recognition and consistency.
When updating the "Brand Colors" section, you should specify the primary and secondary colors that best represent your organization's brand. Here's a brief description of each:
1. **Primary Color:** This is the dominant color in your brand palette and is often used for key elements such as your logo, headlines, and important visuals. Choose a primary color that reflects your brand's personality, values, and positioning.
2. **Secondary Color:** This color complements the primary color and is used to enhance visual appeal, create contrast, and provide flexibility in design elements. It should harmonize with the primary color while offering versatility for use in different contexts and designs.
When selecting primary and secondary brand colors, consider factors such as color psychology, brand associations, and visual harmony. Aim for a combination that not only looks aesthetically pleasing but also resonates with your target audience and effectively communicates your brand message.
Once you have chosen the primary and secondary brand colors, input the specific color codes or color names in the respective fields to update your organization's brand colors in the system.
### Address
:::tip
Update organization established address from
here
:::
1. Street address: [Your Street Address]
2. City: [Your City]
3. State: [Your State]
4. Zip code: [Your Zip Code]
5. Country: [Your Country]
### Languages
This information is important for providing multilingual support, content localization, and ensuring effective communication with diverse audiences.
When updating the "Languages" field, you should select the languages that are relevant to your organization's target audience or geographic reach. Consider the languages spoken by your primary customer base, stakeholders, or the regions where your organization operates.
### Description
When updating the "Description" field, you should craft a compelling
and informative summary that effectively communicates the essence of your organization.
Consider the following elements when writing your organization description:
### History
The "History" section in organizational settings provides an opportunity to outline the journey of your organization, highlighting significant milestones and achievements along the way. This narrative offers insight into the evolution and growth of your organization over time, helping stakeholders, customers, and partners understand its development and impact.
### Contact Info
:::tip
Update organization contact info from here
:::
1. Email: [Your Organization Email]
2. Phone: [Your Organization Phone Number]
3. Contact person name: [Name of Contact Person]
### Social Links
:::tip
Update organization social links from here
:::
1. Facebook: [Link to Facebook Page]
2. X (Formerly Twitter): [Link to Twitter Page]
3. LinkedIn: [Link to LinkedIn Page]
4. Instagram: [Link to Instagram Page]
5. Google profile: [Link to Google Profile]
### Save Changes
Finally click on save changes to lock the updates and store it.
---
## Manage Member
##### Manage Your Organizations
# Manage Member
The feature in organizational settings allows you to view and administer your organization’s members, providing control over access, permissions, and roles within your organization’s ecosystem.
:::tip
This functionality is essential for ensuring efficient
collaboration, coordination, and communication among team members according to their
roles and responsibilities.
:::
By entering in members section, you will find a table and in the table Name of the member, their Email address, Role to operate, Status of the activities and Creation date will be mentioned for record, you can edit or delete it anytime.
## Search and Filter
Search your members from the table, filter members by `status` or by `role` for convenient use.
## Export
You can export data from the table anytime for record and external use.
## Invite Member
Invite a new team member by providing details –
1. Name
2. Email address
3. Role
and through this, they will get notified via email invitations and accept the invitation to start the activities.
## Manage Roles
The "Manage Roles" feature in organizational settings enables to oversee and administer the roles assigned to members and admins within your team or organization. This functionality is crucial for maintaining structured access control, ensuring that members have appropriate permissions and responsibilities aligned with their roles.
## Create Role
To add a new role, firstly provide the name of the role and mention permissions of the role from the list of permission list and save to add it in the role and permission specific table.
---
## Overview
Info,
Wrench,
Image,
HandCoins,
ShieldCheck,
Scale,
BookOpenText,
Plug,
Key,
Mail,
MessageSquare,
Users,
ScrollText,
} from "lucide-react";
##### Manage Your Organizations
# Overview
Manage your organizations, manage members, connections, activity, essential pages like privacy, terms etc.
:::note
Click on your profile Name at the right
corner. You will find manage organization from the dropdown.
:::
Manage every aspect of your organization, track its activities, add members, and create Privacy Policy or Terms & Conditions pages for your organization.
}
title="Privacy Policy"
href="/manage-organization/privacy-policy"
description="Ensuring compliance with data protection regulations, maintaining transparency, and building trust with your audience."
/>
}
title="Terms and Conditions"
href="/manage-organization/terms"
description="Allow you to view and manage the legal agreements of your organizations."
/>
}
title="General Settings"
href="/manage-organization/general-settings"
description="Here, you can view and update your Organization settings."
/>
}
title="AI Settings"
href="/manage-organization/ai-settings"
description="Here, you can customize your AI assistant's behavior, set response automation rules, and define goals."
/>
}
title="Resources"
href="/manage-organization/resources"
description="Provide more information about your organization to receive better assistance from the TrueBeep AI agent."
/>
}
title="Connections"
href="/manage-organization/connections"
description="To run campaigns, you need to connect your social media, WhatsApp, and Canva account."
/>
}
title="API Keys"
href="/integrations/api"
description="Generate API keys to integrate with other services."
/>
}
title="Email Settings"
href="/manage-organization/email-settings"
description="Configure Email settings for your organization."
/>
}
title="SMS Settings"
href="/manage-organization/sms-settings"
description="Configure SMS settings for your organization."
/>
}
title="Manage Members"
href="/manage-organization/manage-member"
description="Providing control over access, permissions, and roles within your organization's ecosystem."
/>
}
title="Activity"
href="/manage-organization/activity"
description="Track the activities of your organization members."
/>
}
title="Billing"
href="/manage-organization/billing"
description="Subscription or service plan that aligns with your organization's needs. Get 90 days free trial, with basic features."
/>
---
## Privacy Policy
##### Manage Your Organizations
# Privacy & Policy
Privacy & Policy ensures enables how your organization collects, uses, and protects personal or sensitive information from users, customers, or stakeholders.
> You can create fully separated privacy policies for your organization.
:::tip
This privacy policy will be displayed on customer
page.
:::
For writing privacy policy, please go to `profile -> manage organization -> privacy policy`
:::tip
You will find a text editor there. Write your
content there.
:::
> When using the "Privacy Policy" feature, you can write about various topics, including:
1. Transparency
2. Legal Requirement
3. Compliance
4. Inform Customers
5. Customer Rights
6. Data Security
7. Dispute Resolution
8. Third-party Services etc.
:::note
After writing the privacy policy, Save
it to fix the privacy policy for your organization.
:::
:::tip
This privacy policy will be shown in your customer
page.
:::
:::tip
Your Subscribers can read privacy policy from here.
:::
---
## Resources
##### Manage Your Organizations
# Resources
The 'Resources' tab can be accessed by clicking on 'Manage Organizations' from the profile avatar. This section contains vital files and folders, providing valuable information about the company's operations, guidelines, and other essential documents. It serves as a central hub for accessing all the necessary resources related to the organization.
:::tip
Provide more information about your organization
to receive better assistance from the TrueBeep AI agent.
:::
---
## SMS Settings
##### Manage Your Organizations
# SMS Settings
The SMS Settings section in TrueBeep allows you to manage and monitor your SMS communication effectively. With these tools, you can streamline your messaging operations, keep track of usage, and ensure compliance with industry standards.
## How to Navigate to the SMS Settings
1. Log in to your TrueBeep account.
2. Click on your profile icon located in the top-right corner of the dashboard.
3. From the dropdown menu, select **Manage Organization**.
4. In the Organization Settings page, click on the **SMS** tab at the top navigation bar.
## Features of the SMS Settings Section
### Daily Usage Overview
- Keep track of the number of SMS messages sent daily.
- A clear dashboard displays the current day’s usage, helping you stay within your usage limits.
### Total Usage Summary
- View the total number of SMS messages sent within your current billing cycle.
- Monitor your allocated quota (e.g., 0/2,000) and assess if you need to upgrade your plan.
### Usage Limit Management
- If your current SMS usage limit does not meet your requirements, you can easily upgrade by clicking on the **Get More** button.
- Contact support directly from this section for custom plans or additional SMS limits.
### 10DLC Verification
- Apply for **10DLC** (10-Digit Long Code) verification to ensure compliance with messaging regulations and improve deliverability.
- Click on the **Apply** button to begin the verification process directly from the SMS settings page.
### Configure Settings
- Customize your SMS communication settings by clicking the **Configure** button.
- This allows you to tailor messaging workflows, sender IDs, and preferences according to your business needs.
The SMS Settings page provides an intuitive interface and robust tools to help you optimize your SMS communication strategies. For additional assistance or queries, reach out to our support team through the **Contact Us** section.
---
## Terms
##### Manage Your Organizations
# Terms
View and manage the legal agreements that govern the use of your organization’s services, products, or platforms by users, customers, or stakeholders.
> You can create fully separated terms and conditions for your organization.
:::tip
This terms and conditions will be displayed
on customer page.
:::
For writing `terms and conditions`, please go to `profile -> manage organization -> Terms`
:::tip
You will find a text editor there. Write your
content there.
:::
> In the `terms and conditions` page, you can write about various topics, including:
1. Define the Relationship
2. Legal Protection
3. Limit Liability
4. Payment Terms
5. Intellectual Property Protection
6. Data Protection
7. Dispute Resolution
8. Termination of Service
9. Updates and Changes
10. User Conduct etc
:::note
After writing the terms and conditions
, Save it to fix the terms and conditions for your organization.
:::
:::tip
This terms and conditions will be shown in
your customer page.
:::
:::tip
Your Subscribers can read terms and conditions
from here.
:::
---
## Manage Your Settings
##### Manage
# Manage Your Profile & Organization
View and update your profile along with organization.
:::note
Click on your profile name at the right
corner. You will find users settings from the dropdown.
:::
## Update your profile
In user settings you will find a profile tab, in which you can view and update your profile anytime.
1. Enter your name in name field.
2. Provide/Update an email ID to communicate.
3. Set an avatar to reflect your image.
Finally save changes to keep your profile up-to-date.
## View or Create organization
View recent organization is a feature that allows you to see the most recent organizations you've interacted with.
#### Create a new organization
You can create a new organization on your own by adding some information.
## Notifications
The **Notification Preferences** feature lets users control how and when they receive important updates from the platform.
### ✨ Key Highlights
- **Centralized Settings:** Manage all notification preferences from a single, easy-to-use dashboard.
- **Preferred Channel Selection:**
- Choose your desired notification channel (e.g., **Email**).
- Enter and verify your email address for accurate delivery.
- **Granular Event Control:**
- Enable or disable specific notification events like:
- Facebook Import / Instagram Import
- CSV Import
- Campaign Start / Campaign Complete / Campaign Reject / Campaign Cancel
- WhatsApp Template Approved / Deleted
- Daily Updates
- **Email Verification:** Ensures that notifications are sent to a valid and verified email address.
- **Quick Save:** Click **Save changes** to apply updates instantly.
---
## AI Image
##### Standalone Feature
# AI Image
The **AI Image Generator** inside TrueBeep’s Media Cloud allows you to transform your ideas into
stunning visuals within seconds — no design skills required. Whether you're creating marketing creatives,
social media assets, or unique concept art, this tool gives you the power of AI powered image generation
right from your dashboard. Follow the step-by-step guide below to create, refine, and
use AI-generated images seamlessly in your campaigns.
### Open Media Cloud
> Open Media Cloud. In the TrueBeep dashboard, click **Media Cloud** on the left menu to open the media management view. Here you can organize all your media assets.
### Create a new import
- In the Media Cloud view, click the **New** button at the top right, then select **File Import** from the menu.
- This opens the media manager panel (**Media Manager**) with various import options.
- The File Import action brings up a panel with multiple tabs for adding content.
---
### Switch to the AI Image tab
- In the media manager panel, click the **AI Image** tab (the rocket icon) in the top bar.
- This opens the **AI Image Generator** interface.
- A banner labeled “AI Image Generator” appears with the subtitle “Bring your imagination to life with AI-powered creativity.”
Below that is a text box for your image prompt.
### Enter a prompt and generate the image
- Type a description of the image you want into the prompt field (for example, “Create image of a creature mixed of Tiger and crow”).
- Then click the **Generate** button (rocket icon) to start.
- The AI will process your prompt – a message like “Creating your masterpiece…” appears briefly.
> **Note:** The interface also shows a reminder to follow content guidelines.
---
### Review and refine the image
- After a few seconds, the AI-generated image appears in the panel.
- You can click **Select** on the image to choose it, or use any of the suggested tags below (e.g. “add vibrant feathers,” “intensify tiger stripes,” “place in jungle setting”) to refine and regenerate the image.
- Adjust the prompt or suggestions until you are happy with the result.
---
### Save and view the image in Media Cloud
- When you click **Select**, the chosen image is added to your Media Cloud library.
- Return to the main Media Cloud view to see the new file listed among your assets.
- TrueBeep automatically names AI-generated images with an “ai-image…” filename.
- You can now use this image in campaigns, social posts, emails, or download it.
---
### Use Cases
Once an AI image is in your Media Cloud library, you can use it like any other media file. For example, you can:
#### ✅ Attach it to campaigns or posts
Insert the image into email templates, social media posts, ad creatives, or any marketing campaign directly from the Media Cloud.
#### 📥 Download or share it
Click the image in Media Cloud to open the preview, then use the **Download** or **Share** buttons to save it locally or generate a public link.
#### ✏️ Edit or organize it
Use TrueBeep’s media management features (rename, add tags, move to folders) to keep your AI images organized.
#### 🔁 Refine further if needed
If the image isn’t perfect, return to the AI Image Generator, adjust your prompt or use the suggestion tags, and generate again.
---
## Content Studio
##### Essentials
# Content Studio
Create content according to your need! Discover how to create powerful content that will engage your subscribers and keep them coming back for more.
## Content Studio Dashboard
Created templates will be on content studio dashboard, which can be displayed in 'List View’ or ‘Grid View’ from top right buttons.
:::note
Tags can be created, modified and deleted by ‘Manage Tag’
button.
:::
:::note
Contents can be searched by ‘Type’ and ‘Tag’.
:::
> Clicking on the right corner three dots, there are options to ‘ Attach Tag’, ‘Duplicate’, ‘Edit’ and ‘Delete’ of each template.
:::tip
Content can be created in 3 ways.
:::
1. Text.
2. Email.
3. Images.
## Text Based Content
:::tip
To create text-based contents, go to **Content Studio> Create>
Text**.
:::
Then the user will find blank boxes for Title and Message.
### Title
The user can add a title as the subject or provide an idea about the message.
> To add a title, go to **Content Studio> Create> Text> Title**.
### Message
The user can add the message body here. The maximum word limit for the message box is 280 characters so that the user can add a short and concise message. Truebeep offers AI suggestions to write up the message, so that the user does not have any blocker to write the message.
> To add the message body, go to **Content Studio> Create> Text> Message.**
:::tip
For AI written message go to Content Studio> Create> Text, and then
click on the Generate AI Suggestions button.
:::
### Translation
Truebeep offers auto translations for sending messages across the globe. To translate any message, go to **Content Studio> Create> Text** and then click on the Translate toggle option and then select the desired language.
After finishing writing the message, you must click on the Save button to keep it recorded.
### Edit
To edit any text-based messages, go to **Content Studio> Select** the previewed message you want to edit> Click on edit. Editing process is similar to writing the message.
:::tip
The user can Duplicate or Delete any of his recorded messages.
:::
## Email Template
Click on the create button, select Email from the drop-down menu. You will be redirected to the Email Template editor page.
On the left sidebar menu, you will see four options.
1. Widgets,
2. Modules
3. Styles
4. Templates.
:::note
Widgets section is selected by default. On the sidebar you
can see that there are two sections.
:::
### Widgets
On the widgets menu, you can see that there are two sections :
1. Content
2. Grid columns
At content section you can see there are several widgets.
:::tip
You must drag them to the empty page on the right section of the
page.
:::
And on the second section you will find Grid Columns.
> With grid column you can bring variation to your email template design by combining multiple widgets on the same section.
### Styles
After dragging and dropping all the widgets you might need a little bit of your own styling to make the template look more appealing.
Go to the Styles tab, you will find 4 options there,
1. Color
2. Border
3. Typography
4. Widgets
#### Color
1. **Body Background:** You can change the body background color of the full email template from this option. Email template’s body background is by default set to white.
2. **Container Background:** Change the background of the container where your widgets are placed. By default, it is set to white.
#### Border
Border is by default set to 0px, increase the value to add a border. You can adjust the border by controlling the thickness.
#### Typography
You can change typography of the text related widgets from here. First select which type of text field you want to style. Select one from Body or Heading.
:::tip
Choose and change to any font of your preference from the Font
Family dropdown.
:::
There are also Font size, line height and letter spacing options. Adjust these values as per your preference to change the text styling.
#### Widgets
Adjust your widgets padding from the slider below. There are two sliders respectively for left padding and right padding. Set them according to your preference.
### Templates
> You want to create a template for your organization, but you are out of ideas.!
:::tip
We have a wide ranges of predefined templates, suitable for any kind
of campaigns.
:::
Go to the Templates section from the left sidebar menu. After clicking you will find a list of templates to choose from. You can use the search bar to look for the template you want.
1. You can preview any template. Hover on the templates, you will find two buttons. `Select` and `Preview`
2. Click on the preview button. A page will appear of how the email template looks.
3. You will see there are two layout buttons at the top.
4. Select the mobile layout to see how the email template will be seen from mobile devices.
5. To exit preview mode, click on the ‘X’ button on the top-right corner.
:::tip
Select any template by clicking on the select button!{" "}
:::
You will see the full template is on the editor panel. You can now adjust or change any of the widget from the editor panel.
## Image Template
:::note
To create an image, click on the create button, select Image
from the drop-down menu.
:::
You will be redirected to the Image Template editor page.
On the left sidebar menu of the Image Template editor page, you will get 6 sections respectively from the top.
1. Templates,
2. Texts,
3. Images,
4. QR Codes,
5. Elements and
6. Layers
:::tip
1. You can find an empty page which is white by default, but you can change the background color according to your need by clicking on Background Color button.
2. You can resize the empty page by clicking on the Resize button.
:::
### Templates
1. Click on the selected template to bring it to the canvas.
2. Click on the template elements to `edit` or `delete` them.
3. Find `Duplicate` and `Delete` button when you click on any element.
4. Change the font name, font size, adjustment, change the texts into bold or italic, underline, or strikethrough the texts, align left, right or center, capitalization of letters and transparency of the letters from the top bar when you click on the text element.
5. `Download` when any elements you will need to store for future.
### Text
In the Text section, you will find three options named `Add a heading`, `add a subheading`, and `add some body texts`.
### Images
In the images section you will find two options named `Uploads` and `Unsplash`.
1. In the Uploads option, you need to upload images from your devices.
2. In Unsplash option, you need to search by names or idea to find images. Then you need to click on your desired image from Uploads or Unsplash to bring it to the canvas.
3. You can resize, rotate, replace, duplicate, or delete images with the available options on the top bar.
### QR Code
:::note
Generated QR codes from `Customer Pages` are visible here.
:::
1. Click on your selected QR Code to drag it on the canvas.
2. The QR Code can be rotated, and the transparency can be changed using the available option on the top bar.
3. You can place the image anywhere with the help of cursor
### Elements
:::tip
In the Elements section, you will find shapes, mockups and graphics
which are essential for image content.
:::
> You need to click on your desired elements to bring it to the canvas. You can duplicate, resize, rotate, replace, or delete elements with the available options on the top bar. You can place the image anywhere with the help of a cursor.
### Layers
:::tip
Layers are to manage the desired movement of elements.
:::
1. In the layer section, you will find some options which are movable up or down with the help of mouse.
2. You need to move those texts, images, or elements you have created in previous stages to make your perfect layer.
:::tip
After finishing, you must click on the Save button to keep the template
recorded.
:::
---
## Coupons
##### Standalone Feature
# Coupons
Coupons are a powerful tool for businesses to attract and retain customers, incentivize purchases, and reward loyalty. In TrueBeep, the coupon functionality allows businesses to create customizable offers that can be integrated into their loyalty programs.
:::tip
With TrueBeep, businesses can design coupons to meet various marketing objectives by leveraging two types of coupon codes
:::
### Same Code Coupons
- Use a universal code that can be shared with multiple users.
- Ideal for general promotions, campaigns, or public offers.
- Enable broad outreach and ease of management.
### Unique Code Coupons
- Each code is unique and can only be used by a specific user or a limited group.
- Perfect for personalized offers, exclusive promotions, or limited-use scenarios.
- Ensure greater control and exclusivity.
By using these coupon features, businesses can:
- Boost customer engagement.
- Drive more sales through targeted promotions.
- Offer a seamless redemption experience for users.
---
## How to Create a Coupon in TrueBeep
Creating a coupon in TrueBeep is a straightforward process. Follow these steps to set up and customize your coupon:
### Navigate to the Add Coupon Page
1. Go to the **"Coupons"** section in TrueBeep.
2. Click on the **"Add Coupon"** button.
### Enter Coupon Details
- **Coupon Name:** Provide a name that reflects the offer (e.g., "Holiday Discount" or "Exclusive 20% Off").
- **Code Type:**
- Select **Same** if you want all users to redeem the coupon using a single code.
- Choose **Unique** if each user should receive a unique coupon code.
- **Set the Value:**
- **Point Value:** Specify a point value like "10 points."
- **Percentage:** Choose a percentage-based discount such as "15%."
- **Define Usage Limits:**
- **Per User Limit:** Set how many times a single user can redeem the coupon (for code type "Same").
- **Per Code Limit:** Set how many times a single code can be redeemed (for code type "Unique").
### Save the Coupon
Once all fields are completed, click the **"Save"** button.
## Adding Codes to a Coupon
### For "Same" Code Type
1. Click the **"Generate Code"** button on the coupon details page.
2. Enter the necessary details:
- **Custom Code**
- **Optional Data Point** (max 512 characters)
- **Usage Limit** (default: 1)
- **Expiration Date**
3. Click **"Save Code"**.
### For "Unique" Code Type
1. Click the **"Generate Codes"** button.
2. Choose an input method:
- **Generate Codes:**
- Enter the total number of codes needed (e.g., 10,000).
- Set code format (prefix/suffix optional).
- Set expiration date.
- Add optional additional data.
- Click **"Generate Codes"**.
- **Import Codes:**
- Prepare your CSV according to the provided sample.
- Upload the CSV file.
- Click **"Import"**.
:::note
All codes are validated for uniqueness. View generated or imported codes in the Codes tab.
:::
Now you're ready to create and manage coupons in TrueBeep to achieve your marketing goals effectively!
---
## Forms
##### Standalone Feature
# Forms
The **Forms Module** enables you to create intelligent, AI-powered forms for automated data capture, customer funneling, and feedback collection. Unlike general-purpose tools like Google Forms, TrueBeep Forms are designed specifically for:
- **Automated Data Capturing** – Collect structured customer information through AI-guided conversations
- **Customer Funneling** – Guide prospects through qualification and intake processes automatically
- **Feedback Collection** – Gather valuable insights from customers efficiently
- **Lead Qualification** – Capture and categorize leads based on custom criteria
- **Service Requests** – Handle inquiries, complaints, and service requests systematically
- **AI Integration** – Seamlessly integrate with TrueBeep's AI auto-reply system for intelligent form completion
## Accessing the Forms Module
Log in to TrueBeep. After authentication, you will land on the TrueBeep dashboard.
Navigate to the Forms section. Click Forms in the main navigation sidebar to open the Forms page, which lists all your existing forms.
---
### Creating a New Form
- On the Forms page, click the Create Form button to begin a new form.
- Enter form details. Provide a Form Name (e.g., “Customer Feedback Survey”) , description and Form Purpose. This name helps you and your team identify the form later.
- Save the form settings. Click Save or Next to create the form with these details.
### Designing the Form
After creating the form, the Form Builder interface appears.
The Form Builder in TrueBeep provides a simple drag-and-drop interface to create custom forms.
- On the **left panel**, users can select from various field types — such as Text Input, Number Input, Email, Phone, Date Picker, Select, and more — and drag them into the canvas area on the right to build their form.
- The **top bar** includes options to name the form, save it, preview, access AI Integration Guidelines, and generate a public URL. This makes it easy to design and publish interactive forms for different use cases like reservations, surveys, or lead capture — without writing any code.
- Select from various field types — such as Text Input, Number Input, Email, Phone, Date Picker, Select, and more — and drag them into the canvas area on the right to build their form.
- Select the section you want to edit from the canvas.
- The Text Input Field Settings panel in the TrueBeep Form Builder allows you to fully customize individual input fields. On the left side, you can set the placeholder, helper text, and default value, as well as define minimum and maximum character lengths. You can also toggle Is Required to make the field mandatory.
- Additionally, there's an **AI Instructions** section at the bottom where you can add custom guidance for AI-powered processing. This is particularly useful when using forms with **[AI Auto-Reply](/manage-organization/ai-settings)** — the AI will use these instructions to understand what information to collect and how to ask for it during automated conversations.
:::tip
On the right side, you see a live form preview, which updates instantly as you modify field properties — making it easy to design accurate, user-friendly forms in real time.
:::
### Saving and Publishing
- Save as you go. Use the Save button periodically to store changes.
- **Preview** the form to see how it looks in desktop and mobile devices.
- By clicking on **Public URL** , you will get the sharable link.
- Click on **AI Integrations Guideline** to see Form Building Guidelines .
---
## AI-Powered Form Integration
TrueBeep Forms integrate deeply with **[AI Settings](/manage-organization/ai-settings)** to enable automated, conversational data capture. When configured with AI auto-reply:
- The AI can **guide customers through form fields** during natural conversations
- Forms are **automatically populated** based on customer responses in messaging channels
- You can attach forms to **Inbox Auto-Reply** to capture structured data while the AI handles inquiries
- **AI Instructions** can be defined for each form field to control how information is collected
To use forms with AI auto-reply, configure your **[AI Settings](/manage-organization/ai-settings)** and attach a form to the Inbox Auto-Reply feature. This enables the AI to collect structured information from customers automatically across Messenger, Instagram, and WhatsApp.
---
## Managing Forms
View form list. The Forms page shows all your forms. You can see each form’s name, total response, public url and date.
- To change a form’s design or settings, click the action button (...) next to the form. Make updates and save.
---
### Viewing Form Responses
- To access the individual form submissions from the list, select a form and click View Responses (or click on title). This displays a table or list of all submissions.
- Analyze data. Filter or search submissions to find relevant entries. Export the data (for example, as a CSV file) for analysis or reporting outside TrueBeep.
#### AI-Funneled Form Responses
When forms are integrated with **[AI Auto-Reply](/manage-organization/ai-settings)**, responses collected through AI-guided conversations appear in your form responses list with a **distinctive tag** that identifies them as AI-funneled submissions. This allows you to:
- **Distinguish between submission sources** — easily identify which responses came through AI conversations versus direct form submissions
- **Track AI conversion rates** — measure how effectively the AI is capturing structured information
- **Audit AI performance** — review the quality and completeness of AI-collected data
All AI-funneled responses are stored alongside manual submissions, giving you a complete view of all customer data in one place.
---
- Integrate with contacts. Each submission can be linked to a TrueBeep contact record. Check that new leads are added automatically and that existing customer profiles are updated with the response information.
---
## Media Cloud
##### Standalone Feature
# Media Manager
The Media Cloud page serves as a central hub for managing all your media assets, offering robust tools for organizing, uploading, and utilizing files. All the media files of the application is available here!
With `Media page`, organize your photos, videos, and documents. Seamlessly manage tags, upload files, create folders, and search through your entire media library with just a few clicks. Filter files by tags and sort them by name for quick access. Simplify your media management experience in list view or board view with `Media` page.
Here’s an in-depth look at its features:
### File Organization
- Media assets are categorized into folders and individual files.
- Folders appear at the top, followed by various file types such as images, PDFs, videos, and audio files.
- The Media Cloud page is initially loaded in **grid view**. Use the view switcher to toggle between grid and **list view**, which displays additional file details.
### Search and Sorting Options
- **Search Bar:** Quickly locate files by name.
- **Filter by Tags:** Refine results based on predefined tags.
- **Sort Options:** Organize files by last modified date, name, or type.
### Action Buttons
#### Trash
- Access deleted files stored temporarily.
- Options include:
- **Restore:** Return the file to its original location.
- **Delete Permanently:** Remove the file entirely.
- **Empty Trash:** Clear all deleted files permanently.
#### Manage Tags
- Manage existing tags or create new ones through the side panel.
- **Edit:** Rename existing tags.
- **Create New Tag:** Add new tags.
- **Delete Tag:** Remove tags with a confirmation modal.
#### Add File
- **Upload:** Direct users to an upload interface.
- **Import:** Open the media manager panel for importing files.
#### Create Folder
- Set up a new folder by entering a name and clicking **Create**.
## Interactive Features
### Managing Folders
- Navigate folders by clicking to open and using breadcrumb navigation to return.
- Manage folders via the three-dot menu:
- **Move To:** Relocate the folder.
- **Rename:** Change the folder name.
- **Move to Trash:** Delete the folder and its contents.
### Managing Files
- Hover over any file and Click on the three-dot menu to access options like **Share**, **Move To**, **Rename**, **Duplicate**, and **Move to Trash**.
- Clicking an image file opens it in preview mode for detailed inspection.
## Preview Page
- **Top-Right Buttons:**
- **Download:** Save the file locally.
- **Share:** Generate or disable public links.
- **Info:** View file details or manage tags.
- **Info Side Panel:**
- **File Details Tab:** Displays file information and tag options.
- **Comments Tab:** Add comments for reference or collaboration.
- **No Preview Available:** If unavailable, download the file for inspection.
The Media Cloud page provides an intuitive way to organize, preview, and manage your media assets. Explore the options and optimize your asset management with Media Cloud in TrueBeep.
---
## Social Analytics
##### Standalone Feature
# Social Analytics
Understand your audience and optimize your social media strategy with TrueBeep's social analytics. Track your performance, measure your reach, and identify trends to make data-driven decisions.
> Please note that facebook story analytics and Instagram Story analytics are not available right now.
# Analytics Section
The Analytics section provides critical analysis of your connected social media accounts on **TrueBeep**.
## Viewing Analytics
To see the analytics of your social media accounts:
- Click on the platforms under the **Analytics** menu.
### Facebook Analytics
If you click on **Facebook**, you can access:
- Insights about:
- **Total Posts**
- **Share Count**
- **Likes Count**
- **Comment Count**
- Three graphs showing:
- **Engagement Rate**
- **Impression**
- **Reactions**
- Filters available: **Weekly**, **Monthly**, and **Quarterly**.
- Post-specific insights for every Facebook post.
### Instagram Analytics
If you click on **Instagram**, you can access:
- Insights about:
- **Total Posts**
- **Likes Count**
- **Comment Count**
- Four graphs showing:
- **Reach**
- **Clicks**
- **Impression**
- **Profile Views**
- Filters available: **Weekly** and **Monthly**.
- Post-specific insights for every Instagram post.
### LinkedIn Analytics
If you click on **LinkedIn**, you can access:
- Insights about:
- **Total Posts**
- **Unique Impression Count**
- **New Follower Count**
- **Share Count**
- **Share Mentions Count**
- **Engagement Rate**
- **Click Count**
- **Like Count**
- **Impression Count**
- **Comment Count**
- Four graphs showing:
- **Likes**
- **Clicks**
- **Impression**
- **Engagement Rate**
- Filters available: **Weekly** and **Monthly**.
- Post-specific insights for every LinkedIn post.
### TikTok Analytics
If you click on **TikTok**, you can access:
- Insights about:
- **Followers**
- **Following**
- **Likes Count**
- **Video Count**
- Post-specific insights for every TikTok post.
---
## Unified Inbox
##### Standalone Feature
# Unified Inbox
Manage all your customer interactions in one place. With TrueBeep's unified inbox, you can manage all your messages from different channels in one place. Respond to your customers quickly and efficiently — manually or automatically using AI-powered auto-replies.
## Overview
Unified Inbox consolidates inboxes from **SMS**, **Facebook Messenger**, **Instagram**, and **WhatsApp** into a single, streamlined interface.
To access the inbox, click **Inbox** from the left menu. Here you can view messages from all channels and filter them using platform-specific tabs.
You can directly reply to your customers using **SMS**, **Facebook Messenger**, **Instagram**, and **WhatsApp** from this interface.
---
## Key Features
### Human + AI Collaboration
The Unified Inbox enables seamless collaboration between your team and AI-powered automation. You maintain full control while the AI handles routine inquiries, creating an efficient hybrid approach to customer communication.
### Multimedia Message Support
For **Facebook Messenger**, **Instagram Messages**, and **WhatsApp**, the Unified Inbox supports rich multimedia messaging, including:
- Images and photos
- Videos
- Documents and files
- Stickers and emojis
This allows you to have rich, engaging conversations with your customers across all supported channels.
### Intelligent Tagging for Human Intervention
The AI-powered auto-reply system intelligently recognizes when conversations require human attention and automatically **tags conversations for human intervention**. This ensures that:
- Complex inquiries are escalated to your team
- Sensitive issues receive personal attention
- Customer satisfaction remains high through appropriate handling
- Your team focuses on high-value interactions
---
## AI-Powered Auto-Replies
TrueBeep's Unified Inbox integrates with **AI Settings** to enable intelligent, automated responses across your messaging channels. This helps you:
- **Respond instantly** to customer inquiries 24/7
- **Maintain consistent messaging** aligned with your brand voice
- **Capture structured information** through AI-guided conversations
- **Reduce response time** and improve customer satisfaction
### Configuring Auto-Reply
To enable AI auto-reply for your Unified Inbox:
1. Navigate to **[AI Settings](/manage-organization/ai-settings#configure-inbox-auto-reply)** in your organization settings
2. Enable **Inbox Auto-Reply** and select the channels where you want auto-replies active (Messenger, Instagram Messages, WhatsApp)
3. Optionally attach a **form** to capture structured customer information during automated conversations
4. Define **Reply Instructions** to control how the AI responds — including tone, style, and specific response rules
For detailed configuration instructions, see the **[AI Settings documentation](/manage-organization/ai-settings)**.
---
By combining manual oversight with AI automation, the Unified Inbox empowers your team to handle high volumes of customer interactions efficiently while maintaining personalized, high-quality communication.
---
## Wallet Pass
##### Standalone Feature
# Wallet Pass
TrueBeep's ingenious **Wallet Pass** feature enables users to easily create and customize digital wallet passes for their customers. These passes are compatible with both **Apple Wallet** and **Google Wallet**, providing seamless integration and a professional touch.
Whether it is loyalty cards, event tickets, or promotional passes, this tool offers:
- An intuitive design interface
- Streamlined distribution options
Wallet Pass seamlessly integrates with both platforms, combining the robust features of **Apple Wallet for iOS** and **Google Wallet for Android** into one.
## Benefits of TrueBeep’s Wallet Pass
By using TrueBeep’s Wallet Pass, a business can:
- Enhance customer engagement
- Develop brand loyalty
- Improve real-time interaction
- Reduce costs on physical passes
- Improve consumer experience
### Important Notes
:::tip
An organization cannot create more than 4 Wallet Passes.
:::
:::tip
You cannot delete your Wallet Passes, but you can update them as needed.
:::
## Creating a Wallet Pass
1. **Access the Wallet Pass Feature**
- Click on the “Wallet Pass” option from the left menu.
- On the Wallet Pass page, click on the **“Create”** button at the top right corner.
2. **Template Selection**
- Choose from the available built-in templates to select the perfect design for your wallet pass.
3. **Customization**
- After selecting a template, you will be redirected to the customization page. Personalize the card’s information, settings, and design as needed.
4. **Preview Options**
- Use the **Apple Wallet** and **Google Wallet** buttons to preview the wallet pass on both platforms.
- Toggle between **Show Backside** and **Show Front** to view the respective sides of the pass.
### Personalizing Card Settings
- **Card’s Name**: Enter a unique name for the card (mandatory).
- **Joining Points**: Specify the numerical value of points awarded to customers when opting in.
---
### Personalizing Card Design
#### For Apple Wallet:
- **Logo Text**: The name of the organization or a unique identifier displayed beside the logo.
- **Icon**: Upload a 350x350 PNG icon (mandatory).
- **Logo**: Upload a 350x350 PNG logo (mandatory).
- **Strip Image**: Upload a 650x250 PNG image to display under the logo and logo text.
- **Background Color**: Set the card’s base color.
- **Foreground Color**: Set the font color for TrueBeep and title fields.
- **Label Color**: Set the font color for logo text and other labels.
#### For Google Wallet:
The settings are the same as Apple Wallet, with identical size and format requirements for icons, logos, and images.
### Personalizing Card Information
Configure the fields to be displayed on the back of the card:
- **Website Address**: URL of your business website.
- **Support Website Address**: URL for customer support.
- **Redeem Website**: URL to redeem loyalty points.
- **Location**: Address of your organization.
- **Terms**: Enter terms and conditions.
- **Description**: Write a brief description of the wallet pass.
Once the card settings, design, and information are personalized, click **“Create Card”** in the top-right corner to complete the process.
## Updating a Wallet Pass
1. Click on the Wallet Pass you wish to edit.
2. You will be redirected to the **"Edit Wallet Pass"** page.
3. Make the desired changes to the information or design.
4. Click **“Update Card”** to save your changes.
## How to implement Wallet Passes:
After creating a Wallet Pass, you need to know how to implement this pass. To implement wallet pass:
- Go to Opt-In Pages
- Create or Choose a Page
- New Page: Create an Opt-In Page if you do not have one yet.
- Existing Page: Pick a page you have already made to edit it.
- Find Wallet Pass Settings Click on the “Wallet Pass” option in the left menu.
Get started today and let your business grow to new heights with TrueBeep!