Atom

Frequently Asked Questions (FAQs)

Basic Troubleshooting Steps in Atom

I'm not getting/hearing Atom notifications.

The email is already in use: message when trying to create a new user.

Red Triangle: Errors in Campaigns and Conversations

How do I make changes or modify my flow that is already in production or published?

Why does the bot assign conversations to agents even when they are offline or in non-assignable states?

Why doesn't my template with a button that has a link appear in my campaign flow?

Why do customer names change?

Why are more conversations assigned to one advisor if they belong to the same group or there are more agents available (online)?

How do I download or export Atom Reports?

Why don't the data from the tracking module, the client module, and the reporting match up?

How to insert emojis in quick replies in Atom?

How to set up an Out of Office message in Atom?

Why doesn't a template that was already approved appear for sending?

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.