# Gleantap Help Center ## Gleantap Knowledge Base - [Welcome](https://help.gleantap.com/welcome.md) - [Popular Use Cases](https://help.gleantap.com/popular-use-cases.md) - [Product Updates](https://help.gleantap.com/product-updates.md) - [Getting set up](https://help.gleantap.com/getting-started/getting-set-up.md): Onboarding steps in Gleantap - [Inviting Members](https://help.gleantap.com/getting-started/getting-set-up/inviting-members.md) - [Configure Email](https://help.gleantap.com/getting-started/configure-email.md): How to set up your email so it's ready to use in your account - [Configure SMS](https://help.gleantap.com/getting-started/configure-sms.md): How to set up your SMS number and opt-in settings to be ready to use in your account. - [Configure AI Chatbot](https://help.gleantap.com/getting-started/configure-ai-chatbot.md): This tool can answer questions, provide support and generate leads in your Gleantap inbox, social media messaging platforms and can be added to your website as a Chatbot Widget. - [Notifications](https://help.gleantap.com/getting-started/notifications.md): How to set up notifications via email and Web in your Gleantap account - [SMS Notifications](https://help.gleantap.com/getting-started/notifications/sms-notifications.md): How to enable SMS notifications for your team - [Setup Yealink Phone](https://help.gleantap.com/getting-started/setup-yealink-phone.md): Use a physical Yealink or other IP phone with our VOIP - [Forwarding Emails to Gleantap](https://help.gleantap.com/getting-started/forwarding-emails-to-gleantap.md): If you are using a different reply-to than what's configured within Gleantap, you can have the emails forwarded into Gleantap from your Email Provider. - [Inbox Overview](https://help.gleantap.com/inbox/inbox-overview.md): A quick overview of the Inbox tab in Gleantap. - [Filtering Conversations](https://help.gleantap.com/inbox/filtering-conversations.md) - [Open & Closed Conversations](https://help.gleantap.com/inbox/open-and-closed-conversations.md) - [Auto-closing Conversations](https://help.gleantap.com/inbox/auto-closing-conversations.md) - [Tagging Conversations](https://help.gleantap.com/inbox/tagging-conversations.md) - [Group Messaging](https://help.gleantap.com/inbox/group-messaging.md) - [Pre-saved Templates](https://help.gleantap.com/inbox/pre-saved-templates.md) - [Assigning Conversations](https://help.gleantap.com/inbox/assigning-conversations.md) - [Sending Emails](https://help.gleantap.com/inbox/sending-emails.md) - [Connect Social Channels](https://help.gleantap.com/inbox/connect-social-channels.md) - [Notifications](https://help.gleantap.com/inbox/notifications.md) - [Mobile App](https://help.gleantap.com/inbox/mobile-app.md) - [Setup Auto-Response](https://help.gleantap.com/inbox/setup-auto-response.md) - [How to Integrate Gleantap with Ring Central](https://help.gleantap.com/integration/how-to-integrate-gleantap-with-ring-central.md) - [How to Connect other apps to Gleantap through Zapier](https://help.gleantap.com/integration/how-to-connect-other-apps-to-gleantap-through-zapier.md): Follow these instructions to sync data with Gleantap through Zapier - [Push Data to Mindbody](https://help.gleantap.com/integration/push-data-to-mindbody.md) - [Push Leads to ClubReady](https://help.gleantap.com/integration/push-leads-to-clubready.md) - [Receiving Webhook from ClubReady](https://help.gleantap.com/integration/receiving-webhook-from-clubready.md) - [Push Leads to Club Automation](https://help.gleantap.com/integration/push-leads-to-club-automation.md) - [Push Leads to Jonas](https://help.gleantap.com/integration/push-leads-to-jonas.md) - [Push Leads to ABC](https://help.gleantap.com/integration/push-leads-to-abc.md) - [Push Leads to Gleantap](https://help.gleantap.com/integration/push-leads-to-gleantap.md) - [Send Conversion Events to Facebook](https://help.gleantap.com/integration/send-conversion-events-to-facebook.md) - [Tasks Overview](https://help.gleantap.com/tasks/tasks-overview.md): How to use Tasks to keep track of and manage your teams' activities - [Automating Tasks](https://help.gleantap.com/tasks/automating-tasks.md): How to auto-assign tasks for your clients (FYI: the Pipeline is required for this feature) - [Filtering](https://help.gleantap.com/tasks/filtering.md): Filters are a great resource to keep track of all tasks assigned. - [Notifications](https://help.gleantap.com/tasks/notifications.md): The final area of the configuration is notifications - this is where you can set up which notifications you would like to receive and who on your team will receive them. - [Train AI](https://help.gleantap.com/ai-chatbot/train-ai.md): The Train AI feature is where you can upload a CSV spreadsheet, link your website and add any additional verbiage to teach your AI Agent the specific information you want it to know. - [Custom Intents](https://help.gleantap.com/ai-chatbot/custom-intents.md): The Custom Intents feature lets you teach your AI assistant to recognize specific questions or phrases and respond with customized answers that match your gym’s needs. - [Tools](https://help.gleantap.com/ai-chatbot/tools.md): The Tools feature lets your AI assistant book customizable appointments that are added directly to the Gleantap calendar and can even sync with your Google and Outlook calendars for easy scheduling. - [Test Your AI Chatbot](https://help.gleantap.com/ai-chatbot/test-your-ai-chatbot.md): Before enabling your Chatbot or embedding the widget on your website, you can test the AI Agent's ability to respond to customers using the knowledge you've provided. - [Embed Your AI Chatbot Widget](https://help.gleantap.com/ai-chatbot/embed-your-ai-chatbot-widget.md): Seamlessly embed the AI chat widget on your website by customizing the settings and inserting the provided code into your HTML. - [Creating a Campaign](https://help.gleantap.com/campaigns/creating-a-campaign.md): Check out the following articles for step-by-step instructions on how to create Email, SMS, Keyword, and A / B Campaigns. - [Email Campaign](https://help.gleantap.com/campaigns/creating-a-campaign/email-campaign.md): Follow the steps below to create an Email Campaign - [SMS Campaign](https://help.gleantap.com/campaigns/creating-a-campaign/sms-campaign.md): Follow the steps below to create an Email Campaign - [Keyword Campaign](https://help.gleantap.com/campaigns/creating-a-campaign/keyword-campaign.md): Follow the steps below to create an Keyword Campaign - [A / B Campaign](https://help.gleantap.com/campaigns/creating-a-campaign/a-b-campaign.md): A / B Campaigns are a great way to test out multiple variants of your campaigns with different subsets of contacts see which one garners the best results. Follow the steps below to create yours. - [Email Campaign Stats](https://help.gleantap.com/campaigns/email-campaign-stats.md) - [SMS Campaign Stats](https://help.gleantap.com/campaigns/sms-campaign-stats.md) - [Ongoing vs One Time](https://help.gleantap.com/campaigns/ongoing-vs-one-time.md): When setting up your campaigns, you have several timing options: ASAP, later, or automated / ongoing. - [Updating Campaign Status](https://help.gleantap.com/campaigns/updating-campaign-status.md) - [Working with Templates](https://help.gleantap.com/campaigns/working-with-templates.md): When setting up an email campaign, you'll have to select an email template. - [Sending a Test](https://help.gleantap.com/campaigns/sending-a-test.md): There are multiple ways to send test Email and SMS Campaigns. Follow the steps below to send yours. - [Creative Playground (AI)](https://help.gleantap.com/campaigns/creative-playground-ai.md): Our AI Content Assistant will help you create powerful copy and ideas for your campaigns in seconds using AI. - [Campaign Suspended](https://help.gleantap.com/campaigns/campaign-suspended.md) - [Email Reputation](https://help.gleantap.com/campaigns/email-reputation.md) - [Quiet Hours](https://help.gleantap.com/campaigns/quiet-hours.md) - [FAQs](https://help.gleantap.com/campaigns/faqs.md): Frequently asked questions about the Campaign section of Gleantap - [Creating Segments](https://help.gleantap.com/audience/creating-segments.md): The How and Why of creating segments - [Static vs Dynamic](https://help.gleantap.com/audience/creating-segments/static-vs-dynamic.md): What is the difference between Static and Dynamic segments? - [Filter Options](https://help.gleantap.com/audience/creating-segments/filter-options.md): With lots of options to choose from when it comes to filters, we break down each filter type. - [Custom Attributes](https://help.gleantap.com/audience/creating-segments/custom-attributes.md): How to build a segment using Custom Attributes. - [Segments Auto-Refresh](https://help.gleantap.com/audience/segments-auto-refresh.md) - [Add / Remove from Segments](https://help.gleantap.com/audience/add-remove-from-segments.md): How to Add and Remove a user from segments. - [Segment Report](https://help.gleantap.com/audience/segment-report.md): How to review existing reports and build new reports within a segment - [Using Segments](https://help.gleantap.com/audience/using-segments.md): How to use your pre-built segments within Gleantap - [Segment Folders](https://help.gleantap.com/audience/segment-folders.md): Folders allow you to better organize your segments. - [Uploading a CSV](https://help.gleantap.com/audience/uploading-a-csv.md): How to Upload a CSV / Custom List into Gleantap - [Understanding Suppression](https://help.gleantap.com/audience/understanding-suppression.md): Suppression helps to keep your lists clean, but how does it work? - [Adding Contacts](https://help.gleantap.com/audience/adding-contacts.md): How to add a single contact to Gleantap - [FAQs](https://help.gleantap.com/audience/faqs.md): Frequently asked questions about the Audience section of Gleantap - [Creating Templates](https://help.gleantap.com/templates/creating-templates.md) - [Sending a Test](https://help.gleantap.com/templates/sending-a-test.md) - [Duplicating Templates](https://help.gleantap.com/templates/duplicating-templates.md) - [Copy to Other Workroom](https://help.gleantap.com/templates/copy-to-other-workroom.md) - [Creating a Flow](https://help.gleantap.com/flows/creating-a-flow.md): Flows are an easy way to visually create a multi-step multi-channel customer journey. - [Enrolling & Removing People from a Flow](https://help.gleantap.com/flows/enrolling-and-removing-people-from-a-flow.md) - [Enrolling & Removing People from a Flow](https://help.gleantap.com/flows/enrolling-and-removing-people-from-a-flow-1.md) - [Flow Report](https://help.gleantap.com/flows/flow-report.md) - [Editing Ongoing Flows](https://help.gleantap.com/flows/editing-ongoing-flows.md) - [FAQs](https://help.gleantap.com/flows/faqs.md): Frequently asked questions about the Flows section of Gleantap - [Creating a Form](https://help.gleantap.com/forms/creating-a-form.md): Gleantap Forms can be used for surveys, lead capture, newsletter opt-ins & a lot more. - [Customizing Design](https://help.gleantap.com/forms/customizing-design.md) - [Embedding Forms](https://help.gleantap.com/forms/embedding-forms.md) - [Notifications](https://help.gleantap.com/forms/notifications.md) - [Trigger Flows or Campaigns](https://help.gleantap.com/forms/trigger-flows-or-campaigns.md) - [Popular Use Cases](https://help.gleantap.com/forms/popular-use-cases.md) - [Multi-Step Forms](https://help.gleantap.com/forms/multi-step-forms.md) - [Creating a Page](https://help.gleantap.com/pages/creating-a-page.md): Gleantap Pages can be used for lead capture, upsells, discounts, and more. - [Customizing Design](https://help.gleantap.com/pages/customizing-design.md) - [Adding Forms to Pages](https://help.gleantap.com/pages/adding-forms-to-pages.md) - [Copy to Other Workroom](https://help.gleantap.com/pages/copy-to-other-workroom.md) - [Pipeline Overview](https://help.gleantap.com/pipeline-and-automations/pipeline-overview.md): The Pipeline tool is an excellent way to keep track of leads and convert them into paying customers. - [Configuring Stages](https://help.gleantap.com/pipeline-and-automations/configuring-stages.md): How to configure your sales pipeline stages to automatically add new leads - [Adding Contacts to Pipeline](https://help.gleantap.com/pipeline-and-automations/adding-contacts-to-pipeline.md): How to manually or automatically add contacts to the pipeline. - [Automations](https://help.gleantap.com/pipeline-and-automations/automations.md): Automations can help with moving people through your pipeline and making sure that new contacts are properly being moved through the sales process. - [Working on Contacts](https://help.gleantap.com/pipeline-and-automations/working-on-contacts.md): Once contacts are in your pipeline, how do you work on them? We explain here. - [Assigning Leads](https://help.gleantap.com/pipeline-and-automations/assigning-leads.md): How to manually or automatically assign leads. - [FAQs](https://help.gleantap.com/pipeline-and-automations/faqs.md): Have questions? Email us at support@gleantap.com - [Appointments Overview](https://help.gleantap.com/appointments/appointments-overview.md) - [Appointment Types](https://help.gleantap.com/appointments/appointment-types.md) - [Public Calendar](https://help.gleantap.com/appointments/public-calendar.md) - [Notifications](https://help.gleantap.com/appointments/notifications.md) - [Triggering Workflows](https://help.gleantap.com/appointments/triggering-workflows.md) - [Sync with Google & Outlook](https://help.gleantap.com/appointments/sync-with-google-and-outlook.md) - [FAQs](https://help.gleantap.com/appointments/faqs.md) - [Marketing Dashboard](https://help.gleantap.com/dashboard/marketing-dashboard.md): How to analyze your Marketing Dashboard for insights into your account - [Sales Dashboard](https://help.gleantap.com/dashboard/sales-dashboard.md): How to use your Sales dashboard and analyze your sales process - [Campaign Analysis](https://help.gleantap.com/reports/campaign-analysis.md) - [Monthly Report](https://help.gleantap.com/reports/monthly-report.md) - [Email Reputation](https://help.gleantap.com/reports/email-reputation.md) - [Ratings & Reviews](https://help.gleantap.com/reports/ratings-and-reviews.md) - [Pipeline Reports](https://help.gleantap.com/reports/pipeline-reports.md) - [Appointment Report](https://help.gleantap.com/reports/appointment-report.md) - [Tasks Reports](https://help.gleantap.com/reports/tasks-reports.md) - [Scorecard Overview](https://help.gleantap.com/scorecards/scorecard-overview.md): How to use the Scorecard feature to run reports - [Configure a Scorecard](https://help.gleantap.com/scorecards/configure-a-scorecard.md): How to set up a Scorecard in your account - [Add Custom Metrics](https://help.gleantap.com/scorecards/add-custom-metrics.md): How to add a Custom Metric and use it in a Scorecard - [Popular Scorecards](https://help.gleantap.com/scorecards/popular-scorecards.md): Some popular Scorecards you can recreate in your account - [Setting up Reputation](https://help.gleantap.com/reputation/setting-up-reputation.md): How to set up the Reputation Module in your account - [Dashboard](https://help.gleantap.com/reputation/dashboard.md): How to navigate and review your reputation dashboard - [Reviews](https://help.gleantap.com/reputation/reviews.md): How to respond to Reviews and Feedback from your account - [Settings](https://help.gleantap.com/reputation/settings.md): How to use the Settings area of your Reputation module in Gleantap. - [Changing Timezone](https://help.gleantap.com/settings/changing-timezone.md): How to change your timezone so SMS and email campaigns arrive at your designated time - [Add / Remove Sub Users](https://help.gleantap.com/settings/add-remove-sub-users.md): How to add or remove Sub User accounts for team members that perform different roles in your business - [Campaign Approval](https://help.gleantap.com/settings/add-remove-sub-users/campaign-approval.md): How to enforce campaign approval for sub-users in your account - [API](https://help.gleantap.com/settings/api.md): Some integrations may require an API Key and API Secret, to find yours follow the steps below. - [Integrations](https://help.gleantap.com/settings/integrations.md): Follow these steps to sync your data between your platforms and Gleantap. - [Best Practices for Email](https://help.gleantap.com/marketing-best-practices/best-practices-for-email.md) - [Best Practices for SMS](https://help.gleantap.com/marketing-best-practices/best-practices-for-sms.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://help.gleantap.com/welcome.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.