Getting Started
36 articles
- Add, restrict and remove a teammate
- Organize your teammates into teams
- Setup your workspace branding
- Default roles and permissions
- Custom roles and permissions
- Roles and Permissions FAQs
- Install Gist on your website or product
- Install Gist on your WordPress site
- Install Gist using Google Tag Manager
Messenger
14 articles
- Customize the Gist Messenger to match your brand
- Configure your Messenger to work with multiple...
- Let your visitors know when you’re out of office
- Show or hide Messenger on specific pages
- Control who can see the Messenger on your website
- Show or hide Messenger on specific devices
- Promote your content to customers using...
- The Gist JavaScript API
- How I do launch the Gist Messenger on clicking...
Inbox
29 articles
- Forward your emails to Gist team inbox
- Connect your Facebook page with your Gist team...
- Connect your Twitter DMs with your Gist team inbox
- Forward support emails on behalf of your customers
- Manage your Support Emails with Gist
- Create Inbox views to manage your support workflow
- Get context on your contacts fast
- Leave internal notes and loop in teammates into...
- How does teammate online presence work?
Knowledge Base
10 articles
- Knowledge Base Overview
- Set Up Your Knowledge Base
- Knowledgebase Style Guide
- Organize your articles into collections and...
- Use Code Blocks with automatic syntax highlighting
- How do I turn on Messenger in my Knowledge Base?
- Improve articles based on your customers’ feedback
- How do I add social media and footer links to...
- How do I directly link to a specific section of...
Meetings
9 articles
- Get started with Gist Meetings
- Setup your Gist profile
- Connect your Google or Office 365 calendar account
- Create your first meeting link
- Share your meeting link by pre-populating...
- Embed the Gist meeting widget on your website
- Redirect your visitors to another page after...
- How can I schedule a meeting with a contact...
- How can I add buffer time before or after...
Custom Bots
22 articles
- Changes from Custom Bots Builder v1 to v2
- Overview of the Visual Bot Builder
- Create your first Custom Bot
- Triage inbound conversations with New...
- Testing your chatbots
- Bot Question: Welcome Message
- Bot Question: Send a Simple Message
- Bot Question: Ask For Email
- Bot Question: Question with Button Responses
Contact Management
22 articles
- How to identify anonymous website visitors as...
- Create New Contact Segments
- Pre-Built Contact Segments in Gist
- Overview of Contact Tags
- How do I import contacts with multiple tags?
- Contact properties and data in Gist
- Hide or Delete a Contact Segment
- Requirements and Best Practices for Healthy...
- Filter and segment your contacts
Email Marketing
46 articles
- Introduction to Gist Email Marketing
- Introduction to One-Off Email Messages
- Introduction to Ongoing Email Messages
- Drip Campaigns Overview
- Gist Visual Email Builder
- Setup one-off email messages on Gist
- Setup ongoing email messages on Gist
- Setup drip campaigns on Gist
- Setup exit conditions for Drip Campaigns
Workflows
14 articles
- Create Your First Workflow and Choose a Trigger
- Create an automation rule
- Using Actions in Workflows
- Decision, Parallel Path, Delay and Go to Action...
- Creating Goals in Workflows
- Using Workflow Templates
- Facebook Custom Audiences and Workflows
- How do I start a workflow on a date or time?
- Automation use case - Tag contacts automatically
Forms & Popups
8 articles
- Introduction to Gist Forms
- Gist Popup Builder Overview
- How to create and launch embedded forms
- Using AutoCapture to capture leads from...
- Use display rules to control when your forms...
- How to show or hide your form on specific pages?
- Pass lead information to Gist using URL parameters
- Integrate Gist Forms with Bloom/Divi and...
Moving to Gist
15 articles
- Moving To Gist From Intercom
- Moving To Gist From ConvertKit
- Moving To Gist From Aweber
- Moving To Gist From Constant Contact
- Moving To Gist From Drip
- Moving To Gist From MailChimp
- Moving to Gist From Drift
- Moving to Gist From Calendly
- Moving To Gist From Olark