ClientPoint CustomerOS®

Getting Started

• How to Login ClientPoint CustomerOS Chat with Google
• How to Login ClientPoint CustomerOS Chat using Facebook?
• Adding a Group of Contacts from .a CSV File
• Edit Your CustomerOS Welcome Message
• Turn on CustomerOS in ClientPoint Enterprise
• How to use ClientPoint Mobile App On iOS

See all 21 articles

CustomerOS for your website

• How to Login to ClientPoint CustomerOS Chat using X?
• How to Install CustomerOS WordPress Plugin on Your Site

Meg, your AI Assistant

• Meet Meg: Your AI Assistant Revolutionizing Business and HR Processes
• How to Streamline Hiring with AI-Powered ClientPoint Job Posts
• How to Setup and Train ClientPoint AI Pro (Meg)
• How to Test 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

• Relationship Sidebar Integration Enhancements 2025
• 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?
• How to 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?