Configuring your email account

Configuring your email account allows you to work on both aNinja and your email account in total synchronization.

aNinja was designed to offer two-way email integration. This means, when you send emails from aNinja, the system automatically logs them in the sent folders of both aNinja and your email account (Gmail or your mobile phone).

Benefits of email configuration

  • By connecting your email account with aNinja, aNinja begins to automatically track the email actions with any contacts between aNinja and your email account.configuring your email account
  • You can work from either aNinja Inbox or your email account. And the changes transmit between the two. So you don’t waste time seeing emails again in one place that you’ve handled in another.
  • When sending emails through your email client (ex: Outlook, Gmail…) there’s no need to BCC aNinja. The emails automatically show up in your aNinja account in the history of the matching leads.
  • Received emails also show in the inbox of aNinja and your email account.
    • However, if you receive an email and the sender’s email is not saved in aNinja, this email appears only in the email client and does not show in aNinja.
    • Basically, we don’t automatically create a lead for the incoming email if the email address is not saved in your system.

  • aNinja automatically syncs all email communications that you initiate with any contact in aNinja.

Need help configuring your email account? Leave us an email at support@aninja.com. We will happily assist you!

Voicemails

The private or ring group phone numbers in aNinja have voicemail support. Voicemails, also known as voice messages, are recordings that the caller leaves when his call is not answered. And they are accessible in your aNinja Inbox, and in the “Last Incoming” dashboard widget.

aNinja has a default voicemail greeting, that you can additionally customize.

How to access the voicemails in aNinja

Voice mails appear in 2 places:

  • You can listen to the voicemails in the Inbox.Voicemails
  • See the voicemail in the Latest Incoming” dashboard widget.

How to customize your voicemail greeting

You can customize the voicemail greeting note that callers listen to when the call is not answered. You record the greeting and upload it in Settings > Phone Numbers.

Using Tasks

You can keep track of your to-do list items using the Tasks in aNinja.

 

Accessing the Lead tasks

You can view the tasks in the “Inbox” and in “My Tasks” dashboard widget:

  • On the left sidebar, click on the Inbox
  • And, My Tasks Widget in the dashboard.
    • If you can’t see the widget on the dashboard, just enable it from the little gear on the top right of the page.

Creating a Task

  • When on the Lead View, hit the “Add Task” button.
  • Pick the calendar date to receive a reminder by email on the due date.

using tasks

Assigning a Task to a user in your Team

  • When on the Lead View, in the Tasks on the left side, choose the user you want to assign the task.

Deleting a Task

  • When on the Lead view, choose the task you want to delete, and hit the edit pen to open it.edit task
  • Hit the recycle bin buttondelete a task
  • Click Yes to confirm

Adding aNinja Chatbot to your WordPress website

No matter whether you’re a growing company or a market leader, aNinja Chatbot helps you communicate better with customers and push your business forward. Adding aNinja Chatbot to your WordPress Website can be done by using a simple Javascript code.

Adding aNinja Chatbot to your WordPress website

For the WordPress websites:

Where do the Chatbot Conversations appear in aNinja

Now that you’ve added your Chatbot to your website, as a result, a new lead is created into your aNinja account after every chatbot conversation.

You can see these conversations:

  • In your inbox. Just select Chatbot from the All types dropdown.
  • And in your dashboard widget “Chatbot Conversations”. If you can’t see this widget, just enable it from the little gear on the top right of the dashboard.