Start a conversation

Advanced Configuration Questions

  • Troubleshooting Visibility Issues with Card Wizard

    Introduction: Experiencing visibility issues with the Card Wizard can be frustrating, affecting the quality of output on plastic cards. This guide provides steps for agents to troubleshoot and resolve...

  • How to Reset Your Password: A Step-by-Step Guide

    Introduction Forgetting your password is a common issue, but resetting it is a simple and secure process. Whether you've forgotten your password or just want to update it for security reasons, follow ...

  • How to Log Calls and Attach Them to Opportunities in Your CRM

    Introduction: Efficiently managing your calls and opportunities is crucial for maintaining a streamlined sales process. Our CRM system allows you to log calls and directly attach them to specific oppo...

  • Finding Documentation for the Kayako API

    Overview Working on building integration with Kayako? Visit our developer portal to learn Kayako API, SDK, and other developer resources With API you can perform many actions that are not available th...

  • Including the CC Email List in Automatic Replies with Placeholders in a Trigger

    Overview This article addresses the possibility of including the CC recipients in the automatic replies that Kayako sends using placeholders.    Information At the moment, it is not possible to includ...

  • Issue in Receiving Customers' Replies for Conversations via Email

    Overview This article provides troubleshooting steps to address the issue with replies sent by customers to a conversation via email. Resolution Navigate to Administration > Channels > Email. Check if...

  • Checking Meta Tags in Help Center Articles

    Overview HTML meta tags are useful for SEO (Search Engine Optimization). Some customers may request to change the meta tags included by default in Help Center articles. Notes: Meta tags are automatica...

  • Clickable URL in Macro's Reply Text

    Overview When a URL is included in a Macro, the URL does not display a clickable link, instead, it appears as raw text. This KB article will guide you through the process of having a link active/click...

  • Reports and KQL in Kayako Classic

    Overview This article provides information on reports and KQL in Kayako Classic.   Information Kayako Query Language (KQL) was a reporting query language we developed for running reports with Kayako C...

  • Checking Platform Status of Facebook

    Overview This article provides information for when you are having trouble connecting Facebook with your Kayako instance.   Information It is quite possible that the issue is not Kayako specific and i...