ClientPoint CustomerOS®

Getting Started

• Adding a Group of Contacts from .a CSV File
• Edit Your CustomerOS Welcome Message
• Turn on CustomerOS in ClientPoint Enterprise
• ClientPoint Mobile App On iOS
• What Does It Mean When You See a Red Dot Notification in ClientPoint
• Login using ClientPoint Enterprise or Google

See all 19 articles

CustomerOS for your website

• Install CustomerOS WordPress Plugin on Your Site

Meg, your AI Assistant

• How to Setup and Train ClientPoint AI Pro (Meg)
• Testing Meg AI Assistant Before Enabling for All Relationships

My Groups

• How to create a Group
• How to share to a group timeline?
• How to Manage Members in a Group
• How to Create a Group in ClientPoint

Relationship Sidebar

• How to use the Relationship Sidebar over your CRM
• How to Use the Relationship Sidebar via Google Chrome

FAQs

• What is ClientPoint?
• What is a Timeline?
• Manage your notification preferences in ClientPoint
• How to reset your password?
• How to update the email address in ClientPoint?
• How to give feedback in ClientPoint?