Aptly Help Center

Getting Started

Setting up your Aptly Account

18 articles in this collection
Written by Clare and Sina Shekou

Aptly Inbox and Calendar

All about the Inbox and Calendar capabilities

34 articles in this collection
Written by Clare and Sina Shekou

Contacts and Locations

Manage and interact with contact and location profiles

4 articles in this collection
Written by Clare

Aptlets

Manage processes and tasks with project management boards

18 articles in this collection
Written by Clare

Aptly Insights

Generating reports and exploring data uncovered by Aptly

1 article in this collection
Written by Clare

Answers and Chatbot

Publishing custom answers and configuring your Chatbot

4 articles in this collection
Written by Dennis Wong

CSAT Surveys and Happiness Dashboard

Using Archive, Customer Satisfaction Surveys and the Happiness Dashboard

7 articles in this collection
Written by Sina Shekou and Clare

Aptly Phone and SMS

Set up and use the Aptly phone and SMS messaging

6 articles in this collection
Written by Clare

Notification Center

Stay up to date with the notification center

1 article in this collection
Written by Sina Shekou

Personal Settings

Configure your personal settings including private inboxes, signatures and more.

3 articles in this collection
Written by Clare and Sina Shekou

Admin Settings

Company Settings for those with access setup permissions

2 articles in this collection
Written by Clare

Troubleshooting

Common issues and solutions

5 articles in this collection
Written by Clare and Sina Shekou

Best Practice Suggestions

Optimize your Aptly account to improve your team and operations

6 articles in this collection
Written by Clare

Mobile

Aptly mobile-app specific guidance

1 article in this collection
Written by Clare

Privacy and Terms

Understanding your privacy

1 article in this collection
Written by Sina Shekou

Aptly Video Library

Watch quick videos on how to use Aptly

16 articles in this collection
Written by Clare