Frieda Yip
f.yip@sleekflow.io

Frieda activity

34 Articles Written Last Month

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Updated July 5th, 2024 by Frieda Yip

Security overview

As a trusted platform, we have implemented robust security measures to ensure the safety of your data. We currently support setting up two-factor authentication (2FA) for your organization and your SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your accounts from unauthorized access. When 2FA is enable...

0 min reading time
Updated June 27th, 2024 by Frieda Yip

Setting up two-factor authentication for your SleekFlow account

In this article, we will guide you through setting up two-factor authentication (2FA) for your personal SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your account from unauthorized access. When your account has set up 2FA, an additional step is compulsory during the sign-in process, requiring you to p...

1 min reading time
Updated July 1st, 2024 by Frieda Yip

Working with custom objects

Once you have created at least one custom object, you can leverage your custom objects to create records associated with your contacts. In this section, you can learn how to view, search, add, edit, and delete object records. Viewing custom object records To view the custom object records, you can reach the custom object record page by following the...

1 min reading time
Updated July 4th, 2024 by Frieda Yip

Instagram FAQ

Can I use automation on Instagram Posts? Yes! SleekFlow now supports auto reply and direct messages on post comments....

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Updated July 9th, 2024 by Frieda Yip

Instagram supported message types

You can send messages containing either text, photos, or videos that you capture in the moment or select from your device's library. Supported message types in SleekFlow Instagram Text You have the capability to compose and send text messages directly. Voice message Media type Supported format Maximize size Audio .ACC, .M4A, .WAV, .MP4 25 MB You can...

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Updated July 10th, 2024 by Frieda Yip

Connect Instagram to SleekFlow

In this article, we will guide you through how to Add Instagram as a Channel on SleekFlow. Adding Instagram to SleekFlow Step 1: Navigate to Channel > Instagram DM > Add Step 2: Read the require permission, Click “Start” Step 3: Confirm you have a Instagram Business account Step 4: Confirm Instagram account connected to a Facebook Page Step 5:...

0 min reading time
Updated July 12th, 2024 by Frieda Yip

Allow access to Messages on Instagram

Enable "Access to Messages" on Instagram Step 1: Go to your Instagram profile and tap Menu icon in the upper right corner Step 2: Tap Settings > Privacy If you are still using personal account , please convert to Business account first   Step 3: Go to Messages Step 4: Enable “Access to Messages”...

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Updated July 10th, 2024 by Frieda Yip

Create broadcast campaign with Telegram

Create a list To broadcast campaign messages to targeted customers, you must choose a List from your contacts that have messaged you through Telegram. If you have not created the list , you can follow the below guide to create a new one for the campaign. You can only interact with contacts that message you first or previously had a conversation with...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Facebook Business verification

Required information To complete Facebook Business Verification, you are required to have the below access and information: Access to your company's Facebook Business Manager account , prefer the Facebook page admin A digital copy of your company's “Business Registration Document”   Step 1 - Completing the steps Login to Facebook Business by going t...

1 min reading time
Updated July 5th, 2024 by Frieda Yip

Configuring mobile settings

Update mobile settings You can update your profile, and update your security settings and system preferences by heading to “My Profile” > “Settings”. You can check the sections below for your settings changes.   Personal profile If you wish to update your personal info for your SleekFlow account, you can update them under “Personal profile”. Here...

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Updated July 10th, 2024 by Frieda Yip

Troubleshooting Facebook Business verification: What to do if your Facebook Business Verification has failed

Why does it fail and how is it essential to your Official WhatsApp application's success? To simply explain what the Facebook Business Verification does for your WhatsApp Official Application: It confirms your business' identity, so that the information gets reviewed WhatsApp, in order for you to get an Official WhatsApp number. In order to better h...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

AI Smart Reply

“SleekFlow AI Smart Reply” allows you to utilize SleekFlow AI to generate responses in conversations based on the recent conversation history and knowledge from the source materials uploaded to the “AI Knowledge Base”. With “AI Smart reply", you can generate responses to cater general user enquiry and answer domain-specific questions using insights ...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Connecting channels

SleekFlow allows you to manage and streamline your customer communications across various messaging channels such as WhatsApp, Facebook, Instagram, and more. To enable this, your company first needs to connect the messaging channels you are active on to SleekFlow.   For details on how to connect a specific channel, you can refer to the following gui...

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Updated July 5th, 2024 by Frieda Yip

Unsupported messages

In some cases, you may encounter the "Unsupported" status for a message. This status indicates that the message you receive contains unsupported content or media that cannot be displayed. It could be due to incompatible file formats, unsupported file sizes, or other limitations. For more information related to the unsupported message per channel, pl...

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Updated July 10th, 2024 by Frieda Yip

Check Facebook Business verification status

Confirm verification status You can confirm your Business verification status in the Facebook Business Settings. Navigate to Facebook Business > Settings . Select the Facebook Business that you apply for WhatsApp Business API. You need to log in to your Facebook account or contact the Facebook page admin for this setting.   Scroll to the bottom o...

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Updated July 5th, 2024 by Frieda Yip

Sending and receiving messages

There are different types of messages you can send in Sleekflow, in this article we will walk through all the different types of messages you can send. General message type Text messages Text is one of the most commonly sent message types. You can input text through the textbox to send out text messages.  In channels such as WhatsApp, it also suppor...

2 min reading time
Updated June 27th, 2024 by Frieda Yip

Setting up two-factor authentication for your organization

In this article, we will guide you through setting up two-factor authentication (2FA) for your company’s SleekFlow account. What is 2FA? 2FA is an optional extra layer of security designed to protect your accounts from unauthorized access. When 2FA is enabled within a SleekFlow company account, an additional step is required for relevant users withi...

0 min reading time
Updated July 10th, 2024 by Frieda Yip

AI Knowledge Base

AI Knowledge Base is only available to: Companies that are on a paid plan (i.e. Pro or above) Users on Admin roles   “SleekFlow AI knowledge base” allows you to upload materials about your company and its products and services and build an extensive information library where the SleekFlow AI exclusively learns from. In this article, you will learn h...

2 min reading time
Updated July 10th, 2024 by Frieda Yip

Getting started with SleekFlow AI

In this article, you will be introduced to the suite of features under "SleekFlow AI" and learn how you can leverage AI to assist you and your team in maximizing the efficiency and effectiveness of your workflows.   What is SleekFlow AI? SleekFlow AI is a collection of AI features powered by OpenAI’s GPT-4 Turbo model that is built into the SleekFlo...

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Updated July 5th, 2024 by Frieda Yip

Features available on the Mobile App

This article will guide you through SleekFlow mobile app’s features and instructions to make the most out of them. Inbox Our Inbox feature allows you to manage and streamline your customer communications across various messaging channels, including WhatsApp, Facebook, Instagram, and many more.  Manage conversations Filter conversations You can filte...

2 min reading time
Updated July 5th, 2024 by Frieda Yip

Inbox navigation

This article will guide you through navigating SleekFlow's Inbox and managing your conversations. Inbox panel Here you will find the following sections: My inbox: all conversations that are marked as "Assigned to me", "Collaborations", and "Mentions". An unread count will be present in these tabs to keep track of any unread conversations. Company In...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Create broadcast campaign with Viber

Create a list To broadcast campaign messages to targeted customers, you must choose a List from your contacts that have messaged you through Viber. If you have not created the list, you can follow the below guide to create a new one for the campaign. Create a campaign Navigate to the Campaign page and select the Create Campaign button. You are requi...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Editing a custom object

Once you have created a custom object, you can edit the object display sequences, visibility, name and properties or delete the object from your SleekFlow account in the custom object settings page. To reach the Custom object page, you can refer to the section here .  Editing custom object configurations  Sequences Adjusting the custom object sequen...

2 min reading time
Updated July 5th, 2024 by Frieda Yip

Company details

In this article, we will guide you through managing your company’s SleekFlow account settings, including updating your company name.   Note on permissions Only admin and team admin users can access and update your company's SleekFlow account settings.   Manage your company's information Access the page to update your company's information by followi...

0 min reading time
Updated June 24th, 2024 by Frieda Yip

Interacting with Custom Objects in other modules

  Custom objects and contacts You can interact with your custom object records within the SleekFlow Inbox and contact profiles. Learn how to view and create custom object records in inbox and contact profile in SleekFlow. Inbox To view the custom object records in the Inbox, simply open the Inbox. In the Inbox contact panel, click on the custom obje...

0 min reading time
Updated July 10th, 2024 by Frieda Yip

Connecting WeChat Official to SleekFlow

If you have not created a WeChat Official Account, please register a "Service Account 服务号" here .   Install WeChat on SleekFlow Navigate to Channels . Click the "Add" button next to WeChat. You will be directed to this screen, in which the system will fill in the "Webhook URL" and "Verification Token" automatically. You have to fill in the "Channel ...

2 min reading time
Updated July 10th, 2024 by Frieda Yip

Connecting LINE Business to SleekFlow

Connect to LINE Business To connect Line Business to SleekFlow, you will need the following: A LINE account A LINE Business account You can use your existing LINE account to link with your LINE Business account.   Once you have activated your Line Business account, log in to the LINE Developers Console. Create a LINE Provider After logging into the ...

1 min reading time
Updated July 5th, 2024 by Frieda Yip

Get to know SleekFlow's Inbox features

Before you start a conversation with your customer, you may check the limitations of each channels’s supported message types, rules of initiating conversation here, conversation window here . Display name Display name feature is only available on WhatsApp channels   In WhatsApp channels, you can choose to display your username in the messages you se...

0 min reading time
Updated July 10th, 2024 by Frieda Yip

One-time notifications and message tags

In this article, we will guide you through one-time notifications and message tags on Facebook Messenger. What is Facebook one-time notification (OTN)?  Facebook One-Time Notification (OTN) is used for Facebook Messenger broadcasts or chat blasts to send bulk messages to customers. It is made for businesses to reach out to customers using a specific...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Connecting Telegram to SleekFlow

Connecting to Telegram To connect Telegram to SleekFlow, you will need the following: A Telegram account A Telegram bot Create a Telegram bot Log in to your Telegram account Go to Contacts, search @BotFather Start creating a bot Press "Start" to create a Telegram bot Send a command Type in /newbot to send a command. Name your bot Type in your desire...

1 min reading time
Updated July 5th, 2024 by Frieda Yip

Message actions

SleekFlow offers a set of message actions that you can use when sending and receiving messages. When you hover over a message, you will find a 3-dot icon next to the message. Clicking on the icon, you will see a dropdown of actions you may choose. Aside from sending and receiving messages, you can also perform different actions in Inbox. In this gui...

1 min reading time
Updated July 5th, 2024 by Frieda Yip

Message statuses

This guide will help you distinguish different message statuses so you can easily track the progress and status of your messages  Sending When sending a message, a loading icon indicates "Sending", meaning that your message is currently being transmitted from your device to the recipient's device, and is in the process of being sent. This usually ta...

1 min reading time
Updated June 27th, 2024 by Frieda Yip

Plans and billing

In this article, we will guide you through how to check and manage your SleekFlow subscriptions, payments, and invoices. ℹ️ Note on permission  Only Admin users can access billing information and make billing changes to your SleekFlow account.    Plan details and usage limits To check your current plan subscription and usage limits: At the top of th...

2 min reading time
Updated July 1st, 2024 by Frieda Yip

Setting up a Company account

To create a company account on SleekFlow, follow the steps outlined below. Step 1 - Head to the SleekFlow signup page Head to our signup page by clicking here . Step 2 - Create a personal SleekFlow account On the signup page, you can register for a personal SleekFlow account using 1 of the following 3 methods: Username, email, and password Please no...

0 min reading time
Updated July 10th, 2024 by Frieda Yip

Custom object overview

What is a custom object? To understand what a custom object is, you first need to wrap your head around the idea of objects as a whole. Defined below are some key concepts related to objects. Concept Definition Object A data entity or structure with distinct characteristics that make it uniquely suited to storing information on a specific type of th...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Convert to Business IG account

Update to Business account Step 1:  Go to your Instagram profile and tap in the upper right corner Step 2:  Tap Settings > Account > Switch to Professional Account ℹ️ Some accounts "Switch to Professional Account" will be listed directly under Settings.   Step 3: Select your business Category > Done > OK Step 4 : Tap Business > Next S...

0 min reading time
Updated July 1st, 2024 by Frieda Yip

Downloading SleekFlow mobile app

Enjoy SleekFlow’s features on the go by downloading SleekFlow’s mobile app. We currently support iOS and Android versions. Learn how to download SleekFlow mobile app in this guide.  Download SleekFlow mobile app To download your SleekFlow mobile app, please follow the instructions below: For iOS users, please click here or scan the QR code below. iO...

0 min reading time
Updated July 10th, 2024 by Frieda Yip

Facebook Messenger Broadcast

In this article, we will guide you through the steps to connecting and sending OTN as Facebook Messenger Broadcasts on SleekFlow. To connect to Facebook's one-time notification API on SleekFlow to send Facebook Messenger One-Time Notification, here’s what you need: Click-to-message CTAs on your Facebook Business Page, AND A Facebook Business Page, A...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Connecting SMS channel to SleekFlow

With SleekFlow, you can start integrating your Twilio SMS workflow with all other communication channels in seconds. Setting up a Twilio account To connect WhatsApp Business via Twilio to SleekFlow, you will need the following: a Twilio account (you can start for free) Please verify your account with Email and Phone Number for security purposes. Act...

2 min reading time
Updated July 5th, 2024 by Frieda Yip

Managing your SleekFlow subscriptions

If the features and usage limits provided by your current plan cannot meet your business needs, you can upgrade your plan to a more scalable option. To explore the various paid subscription plans offered by SleekFlow, you can refer to the “Plan subscription management” article here for more details....

0 min reading time
Updated July 10th, 2024 by Frieda Yip

Creating a custom object

The information in this section applies to admin account users   You can create a custom object on the “Custom objects” setting page. You can reach this page by following the steps below. Click on the  icon on the bottom left of the navigation bar The “Settings” sidebar will appear, you can then click on “Custom objects” under the “Contacts and Data...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Connecting Viber to SleekFlow

To connect Viber to SleekFlow, you will need the following: A Viber Business Account A bot account on Viber Admin Panel Create a Viber bot account Log in to Viber Admin Panel Enter PIN Your Viber app will receive a 6-digit PIN. Enter the verification code and click "Next". Create a Bot account Navigate to the left panel, and click on the "Create Bot...

1 min reading time
Updated July 1st, 2024 by Frieda Yip

Personal settings

In this article, we will guide you through how to manage your SleekFlow account settings, including updating your personal information, resetting your password, selecting your preferred SleekFlow version, and connecting with your clients through sharing your WhatsApp QR code. Manage your personal information Access the page to update your personal i...

2 min reading time
Updated July 10th, 2024 by Frieda Yip

Connecting Facebook Messenger to SleekFlow

Setting up Facebook Messenger To connect Facebook Messenger, you will need the following: A Facebook account A Facebook Page to link to the SleekFlow platform When a visitor sends you a message on Facebook, it will show on your SleekFlow Inbox. If you have not created a Facebook Page for your business, click here for more detailed instructions from ...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Connect Facebook page to continue setting up your Instagram to SleekFlow

Add/Change a Facebook Page to your IG business account Step 1. Go to your Instagram profile > Edit Profile Step 2. Under Public Business Information > Page > Create Facebook Page/Connect an Existing Page Step 3: Connected to Facebook page For more details, please check Instagram.  ...

0 min reading time
Updated July 10th, 2024 by Frieda Yip

AI Writing Assistant

“SleekFlow AI Writing assistant” allows you to enrich your draft messages using SleekFlow AI based on a variety of out-of-the-box or custom prompts. In this article, you will learn how to use the “AI Writing assistant” to enrich your replies to customers in the “Inbox” module. Using AI Writing Assistant in Inbox AI Writing Assistant is only availabl...

1 min reading time
Updated July 10th, 2024 by Frieda Yip

Configure AI settings

AI Settings is only available to: Companies that are on a paid plan (i.e. Pro or above) Users on Admin roles   The “AI Settings” page allows admin users to configure which AI-powered features to enable for their company. The changes made in “AI Settings” will be reflected for all users within the company account. To access “AI Settings”, navigate to...

0 min reading time
Updated July 8th, 2024 by Frieda Yip

Sleekflow Glossary

This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within the glossary. All A B C N P T Abandoned cart Abandoned cart refers to when a customer adds items to their online shopping cart but leaves before completing the purchase BRANCHING The ability to create...

1 min reading time
Updated July 5th, 2024 by Frieda Yip

Account basics

After signing up to SleekFlow, you may want to first manage or update details pertaining to your account, including your personal information or password. You can carry out these actions within your personal settings page, which you can access by following the steps outlined below: Click on the icon on the bottom left corner to access general settin...

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