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Cooby Workspace 📊

How do I create and use templates?

With the templates feature, you can say goodbye to your old school doc or note consisting of recurring messages that you'd have to copy-paste. Let us help you be more efficient! How to create templat…

Updated 1 month ago by Maybelline Olivan

Understanding The Needs Reply Dashboard

Make your customers feel like VIPs and ensure that no message is left unaddressed with the Needs Reply dashboard. Where to find the Needs Reply dashboard: Open your Cooby Workspace. Head on over to t…

Updated 1 month ago by Maybelline Olivan

Can I explore Cooby Workspace for free?

Because we believe that everyone deserves to see and try out Cooby Workspace for themselves, we made it possible for you to explore for FREE! 🥳 Simply follow the steps below to create your own Worksp…

Updated 1 month ago by Maybelline Olivan

Understanding Workspace Analytics Team Performance

The Team Performance section of your Workspace Analytics is where you get to track all metrics that are based from your team's behavior while interacting with your leads. Accessing Team Performance:.…

Updated 1 month ago by Maybelline Olivan

How do I go to my Workspace?

To head over to your Workspace, simply follow the steps below: Open your Cooby Extension. Open the Cooby menu found on the upper right hand of your screen. Click on the "Go to Workspace" button. From…

Updated 1 month ago by Maybelline Olivan

How do I edit tags?

Depending on your use case, you may need to edit the tags set for a specific conversation. To edit tags: Open the conversation that you wish to edit the tags for. On the upper right side of your scre…

Updated 1 month ago by Maybelline Olivan

Understanding Workspace Analytics Lead Management

The Lead Management section of your Workspace Analytics is where you get to track all metrics that are based from your leads' behavior while interacting with your team. Accessing Lead Management:. Go…

Updated 1 month ago by Maybelline Olivan

How can I filter the view of my Workspace Conversations?

See what you want, when you want with Cooby's filtering system. You are able to filter according to two aspects: tags and accounts To filter according to team member: Head on over to your Workspace.…

Updated 1 month ago by Maybelline Olivan

How do I change the language of my Workspace?

Make life easier and change the language of your Workspace to the one you are most comfortable with. To change the language: Open your Workspace. Click on the "settings" button found on the lower lef…

Updated 1 month ago by Maybelline Olivan

How do I manually sync my conversations to Workspace?

To sync work / customer conversations to Workspace, simply follow the three steps below: In your Cooby Extension, hover over the Workspace tab and click on the three-dotted icon right beside it.. Cli…

Updated 1 month ago by Maybelline Olivan

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