Chatavise

Onboarding Setup 5

• Edit the Auto-Generated Workflow for Signup Forms in Chatavise
• Connect Your Business Platform to Chatavise
• Get Started: Installing Chatavise Lead Forms on Your Website
• Customize Your Review Invite Workflow
• Automate Surveys by Attaching Them to Workflows

Launch Setup 3

• What's Needed to Get Started with Chatavise
• Updating Your Privacy Policy for A2P 10DLC Compliance
• Terms and Conditions

Chats 10

• How can I text someone through Chatavise that is not currently saved as a customer?
• How do I mark a message as read?
• The Ultimate Guide to Chats
• How to Use Chats Page Filters
• Why am I receiving a message saying a message I sent was "liked"?

View all 10

CRM 5

• How to Manage Message Templates
• The Ultimate Guide to the Contacts Page
• How to Upload Contacts
• Quick Guide to Links
• A Quick Guide to Templates

Mobile 1

• How to Get Started Using the Chatavise Mobile App

Reviews 11

• Connect Google Reviews to Chatavise
• Manage Reviews in Chatavise
• Track Review Performance in Overview
• Set Up Competitor Tracking in Chatavise
• Add a Review Widget to Your Website with Chatavise

View all 11

Marketing 13

• How to Manage and Create Lead Forms in Chatavise
• How to Manage Standalone Lead Forms in Chatavise
• How to Manage Webchat Lead Forms in Chatavise
• How to Install the Chatavise Webchat Widget on WordPress
• How to Install the Chatavise Webchat Widget on Wix

View all 13

Surveys 3

• How to Add and Manage Questions in Chatavise
• How to Edit Survey Questions in Chatavise
• The Ultimate Guide to Surveys

Team 5

• The Ultimate Guide to the Leaderboard
• How do I go about setting up Rewards?
• Rewards has already been set up; now how do I use this?
• What am I supposed to set rewards to?
• The Ultimate Guide to Rewards

Tracking 4

• Will the real-time tracking show when one of my technicians takes a break? What do I do if one of my technicians wants to stop and eat?
• Will Chatavise on mobile/my current tracking solution on our tablet take up extra cellular battery?
• How do I remove a vehicle no longer in use from the Tracking page?
• How to Adjust Tracking Settings

Jobber 1

• Jobber with Chatavise: Automate Customer Experience

PowerMagic 1

• Integrate PowerMagic Accounts Receivable: Step-by-Step Guide

Workflows 4

• How to Integrate Stripe with Chatavise: A Step-by-Step Guide
• How to Build a Workflow from Scratch in Chatavise
• Navigating the Workflows Page in Chatavise
• Automate Incoming Message Replies with Workflows

Streams 5

• What do I do if I no longer want to use one of the automations I have set up?
• What does it mean to integrate Chatavise with Calendly?
• How do I update my ETA text that lets customers know we are on the way if I use PowerMagic?
• How do I update a message template in Streams?
• How to Use Chatavise to Book Job Interviews with Candidates

Calendly 1

• How to Create a Job Interview Link in Calendly

Billing 2

• How to Manage Your Billing in Chatavise: Step-by-Step Guide
• How to Reactivate Your Chatavise Account

Phone Lines 1

• How to Manage Phone Lines in Chatavise

Location Profiles 2

• Set Up Review Invites in Chatavise
• What does it mean if a location is "open" vs "closed"?

Users 9

• How do I add a new user?
• How do I remove a user?
• How do I adjust the permissions of a user?
• How do I adjust the notifications that a user is receiving?
• Do we need more than one user in Chatavise?

View all 9

Profile 2

• How do I adjust the notifications I receive?
• How do I change my Chatavise color theme?

Major Releases 7

• What's New in 2026.3.0
• What's New in 2026.2.0
• What's New in 2025.12.0
• What's New in 2025.11.0
• What's New in 2025.9.0

View all 7

Chats 4

• My Chats page is showing up empty! How do I get my chats back?
• Why are some of my customers not receiving the images I'm sending to them through Chatavise?
• I sent a text to a customer a while ago and the text is still showing as queued. What's going on?
• How can a customer resubscribe to receive text messages after they unsubscribed by texting 'STOP'?

Reviews 2

• Why are my technicians sometimes not automatically assigned to reviews?
• How to Request Removal of a Google Review

Competitor Tracking 2

• I'm having trouble adding a specific competitor. Why am I unable to add them?
• Why are some days on the competitor tracking chart showing up as having earned negative reviews?

Rewards 1

• I've set up points and groups. Why aren't some of my technicians receiving points yet?

Vehicle Tracking 1

• Why are my vehicles not being tracked in real time?

Users 3

• Chatavise is telling me my image is too large to upload as a profile picture. How do I resize an image for a profile picture?
• I am unable to add a new user to Chatavise. What do I do?
• One of my team members forgot their password, what do I do?

Setup 2

• Why am I unable to access certain pages of Chatavise?
• Why are after-hours responses being sent out even though we're open?

Referrals 1

• Why am I unable to access the Referrals page? How do I get to the Referrals page?

Compliance Updates 2

• Texas Businesses Sending Marketing Texts: What You Need to Know
• Can I ask for Yelp reviews from customers?