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P2/Conversations
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  • Botdoc Connect - Automotive
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      1. Botdoc Service Desk
      2. P2/Conversations
      • FAQs
      • P2/Conversations
      • Onboarding ADMIN - Team Account Setup
      • Onboarding Users - Profile Setup
      • Onboarding Users – Dashboard
      • Onboarding Users - Pull Request
      • Onboarding Users - Push Request
      • Onboarding Users – Contacts
      • Botdoc Connect - Automotive

      P2/Conversations

      • Initiating and Sending New Conversations
      • Sending Pull/Push Features
      • User Settings in P2/Conversations
      • Conversations "Quick Settings"
      • Downloading Files in P2/Conversations
      • Creating Contacts in P2/Conversations
      • Finding and Sending Your P2 “General Document” Or "ID Request" Link
      • Sending Queue Automations
      • Create "Remote Users" for Queues
      • What are "Remote Users"
      • Setting Custom Text Shortcuts (short-codes) for Your Personal URL Document Links
      • Automotive - Re-initiating a Container with a Customer (if an automated container has Expired or manually Terminated).
      • Download icons - visual warning
      • How to set Adobe Sign credentials for your Team (P2/Conversations)
      • Sending Adobe Sign Features for Signature
      • Allow ORG Owners/Admins to re-assign a remote user to a conversation
      • P2/Conversations Container Transcript Report
      • Custom Fields in P2/Conversations
      • How to set DocuSign credentials in my P2
      • Setting P2/Conversations as the default dashboard
      • Printing Media (PDF and Image Files)
      • Download All Files/Medias as .zip
      • Removing Contacts in P2/Conversations
      • P2 Conversations
      • Participant Connection Status Indicator
      • ID Verify - Driver's License Scan/ID Verification
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      Botdoc.io Help Center
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