Quickly find answers for configuring your CRM, follow-ups, communications and Ocliq automations.
The first recommended steps for configuring your workspace.
Prepare and import your contact database into Ocliq.
Trigger actions automatically when an event occurs.
Reduce missed appointments with automatic confirmations and reminders.
View SMS, email and calls in one conversation history.
Help your team qualify requests and prepare the next action.
Choose a category to jump directly to the relevant guides.
Initial setup, users and the basics of using Ocliq.
Contacts, opportunities, pipelines, stages and data organization.
Follow-ups, reminders, tasks and automated workflows.
SMS, email, calls and conversation history.
Availability, bookings, confirmations and reminders.
AI assistant, lead assignment and teamwork.
Initial setup, users and the basics of using Ocliq.
Start by defining your users, pipelines and the main stages of your sales process.
Then import your existing contacts, connect your main communication channels and test your automations before enabling them at scale.
Our team can help you adapt the configuration to your business.
Add team members from your workspace settings.
Then assign the permissions and areas each user should be able to access based on their role.
Contacts, opportunities, pipelines, stages and data organization.
Prepare your file with clear columns such as first name, last name, email and phone number.
Before importing, check for duplicates and make sure phone numbers use a consistent format.
After the import, review a few records to confirm that the fields were mapped correctly.
A pipeline represents the different stages an opportunity moves through.
Create simple, actionable stages, then move opportunities as they progress.
Avoid adding stages unless they correspond to a concrete action or decision.
Custom fields are used to keep information that is specific to your process.
Use them for data that supports follow-ups, automations, segmentation or reporting.
Follow-ups, reminders, tasks and automated workflows.
An automation starts with a trigger and then runs one or more actions.
For example, you can create a task, send an SMS, send an email or wait for a delay before the next action.
Always test the workflow with a test contact before enabling it for all prospects.
Define follow-up delays that match your sales cycle, then create the corresponding actions.
Add an exit condition so follow-ups stop when a prospect replies or an opportunity changes stage.
SMS, email, calls and conversation history.
The contact record centralizes the communication history associated with the prospect or customer.
This allows several team members to resume a file with the right context.
SMS and phone features depend on your account configuration and provider.
Before sending messages, verify your number, permissions and the consent rules that apply in your market.
Availability, bookings, confirmations and reminders.
Connect your calendar to your process, then configure the messages sent before the appointment.
You can schedule several reminders, for example 24 hours and then a few hours before the appointment.
Set your available hours, appointment duration and the buffer time needed between bookings.
Also check time zones and connected external calendars to avoid conflicts.
AI assistant, lead assignment and teamwork.
The AI assistant can be configured to collect selected information, answer initial questions and prepare the next step.
Clearly define its role, limits and the situations where a team member should take over the conversation.
Leads can be assigned manually or according to rules defined in your configuration.
Keep the assignment logic simple so every prospect has a clearly identified owner.
Tell us about your question, configuration or issue. We will route your request to the right person.
