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Help Center
Getting Started
Setting up your AI front office
Choosing your industry niche
Onboarding flow walkthrough
After-hours behavior
Dashboard
Voice AI & Calls
Phone Setup
Forms
Chat Widget
Pipeline
Contacts
Custom Properties
Contact Lists
Calendar
Conversations
Inbox
Reviews & SMS Feedback
SMS & TCPA Compliance
Automations
Workflow Builder
Sequences
Email Campaigns
Site Builder
Blog
Notifications
Settings
Billing
Agency Portal
Troubleshooting
Data & Privacy
Getting Started
Setting up your AI front office
Choosing your industry niche
Onboarding flow walkthrough
After-hours behavior
Dashboard
Understanding your KPIs
Niche-specific labels and copy
Lead activity table
Voice AI & Calls
How Rachel works
Call flow and function calling
Call recordings and transcripts
Configuring the knowledge base for better calls
Caller context and repeat callers
Phone Setup
Provisioning a phone number
Setting up call forwarding
Phone credentials (advanced)
Forms
Building lead-capture forms
Form submissions and follow-up
Chat Widget
Installing the chat widget
Prechat form and lead capture
Pipeline
Kanban board overview
Custom pipeline stages
Revenue tracking
Contacts
Contact detail view
Lead scoring explained
Tags and notes
Search, filter, and export
Adding contacts manually
Upcoming appointments panel
Custom Properties
Defining custom contact fields
Contact Lists
Creating and managing lists
Calendar
Viewing appointments
Provider filtering and multi-provider booking
Google Calendar sync
How AI booking works (detailed)
Conversations
Call recordings
Transcript search
Waveform audio player
Inbox
SMS threads
Email threads
Replying to messages
Switching channels
Reviews & SMS Feedback
How review collection works
Managing public reviews
SMS & TCPA Compliance
Understanding TCPA consent
STOP and START keywords
Best practices for SMS outreach
Automations
Triggers and actions explained
Configuring delays
Playbooks
Automation log
Stale lead detection
Workflow Builder
Visual workflow overview
Node types
Editing and managing workflows
Sequences
Linear drip campaigns
Email Campaigns
Sending one-off email blasts
Email editor essentials
Site Builder
Your Rystik-hosted website
Custom domain + SEO settings
Blog
AI-generated blog posts
Notifications
How notifications work
Automation-triggered notifications
Settings
General settings
Knowledge base best practices
Voice & phone settings
Services and providers
Team management
Integrations
Billing
Plans and pricing
Understanding AI minutes
Managing your subscription
Plan feature limits
Agency Portal
White-label branding
Managing clients
Agency plans and pricing
Custom domain setup
Audit log
Troubleshooting
AI is not answering calls
SMS messages not sending
Call quality issues
Google Calendar sync not working
Automations not firing
Data & Privacy
Where your data is stored
Recording retention
Deleting your data
AI data processing