Verse

This article overviews how Verse determines whether or not to engage a lead we receive, or if we should reject the lead as a duplicate.

Duplicate Leads Rules

Team Holidays and Business hours, how these settings can affect your automation and improve communication with your Leads.

Business Hours and Team Holidays

How to see what Verse sends your Unresponsive Leads

Nurture

How to Get Started with Conversation Take over, everything you need to know

Conversation Take Over

Your team can now view, create, and update the FAQs that guide how Verse responds to your leads — directly in the Customer Portal.  This guide walks through everything you…

Managing your FAQs in the Customer Portal

Matthew White

Daniel Levy

Cory Puckett

Get to know all features & settings included on the Verse platform

All Features & Settings

We’ve added a search widget to the bottom of your default dashboard, allowing you to more easily search for leads inside Verse.

Insights Dashboard Search Widget

How do I stop my Concierge from contacting a specific lead?

How to End a Conversation

Upon logging into Verse, you will be presented with your Insights Dashboard. This is where all your lead-specific analytics live.

Insights Dashboard

How do I rate the conversations Verse.io us having with my leads and provide feedback?

Leave a Conversation Rating

Dashboard Features

How do I send a lead to another person on my team?

Send a Lead to a Team Member

How to Manage Multiple Accounts and Campaigns with Verse

How to place your account on hold to prevent new Leads from being created, and end all existing conversations

Account Settings: Account Status

Avi Tal

Team Settings

Accessing & Updating Billing/Invoicing

How do I change the password for accessing my Verse.io dashboard?

Changing Your Password

Profile & Billing Settings

How Do I Change The Concierge Name & Concierge Title On My Account?

How Do I Change The Team Name On My Account?

Concierge Settings

How do I add additional email addresses to receive email notifications?

Adding Additional Email Addresses

Adding a Live Transfer Number

How do I know when Verse.io is live transferring a lead?

Always Know When Verse.io is Calling

Communication Settings

What is Two-Factor Authentication (2FA) and How to Set It Up

Security Settings

How do I get my Verse.io Dashboard to load?

Verse.io Dashboard Not Loading? Try Clearing Your Cookies/History

Troubleshooting

To create a support ticket, visit verse.io/support

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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