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Warmcall user guide

Warmcall user guide

This collection contains everything you need to learn how to use Warmcall

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14 articles in this collection
Written by Phil Chatterton

User guide introduction

User Guide Overview
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Written by Phil Chatterton
Updated over a week ago
Getting Started / Account Set-Up

Main dashboard

The warmcall homepage with links to the platform
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Written by Phil Chatterton
Updated over a week ago

Creating a new account

How to create a new account
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Written by Phil Chatterton
Updated over a week ago

Resetting your password

How to reset your password if you forget
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Written by Phil Chatterton
Updated over a week ago
Bot Creation / Editing / Setting

Bot checklist

Quick list of bot preparation, building and testing steps
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Written by Phil Chatterton
Updated over a week ago

Creating a list of questions

Guidelines and strategies for how to assemble a list of questions (for your bot to ask)
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Written by Phil Chatterton
Updated over a week ago

Bot building strategy

How to organize the best bot
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Written by Phil Chatterton
Updated over a week ago

Creating a new bot

The place to build/edit and manage your bots
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Written by Phil Chatterton
Updated over a week ago

Bot question types

How to build yes/no, range, open-ended and multiple choice questions and then how to leverage before and after text
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Written by Phil Chatterton
Updated over a week ago

Using a template

Why you might want to use a template to get started
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Written by Phil Chatterton
Updated over a week ago

Before / after question text

How to give your bot some personality using the before and after text fields
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Written by Phil Chatterton
Updated over a week ago
Bot Responses

Bot responses

How to read the match or rejection reports from bot respondents
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Written by Phil Chatterton
Updated over a week ago
Calendar / Meetings

Meetings

Where to find out information on booked meetings from successful bot matches
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Written by Phil Chatterton
Updated over a week ago

Calendar

Your one-stop shop for setting up your availability and checking on meetings
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Written by Phil Chatterton
Updated over a week ago