Verify your Twilio/email provider connection, check workflow triggers, and ensure you’re within usage limits.

Use the in-app chat or contact your Klone support team via support@getklone.com.

Use the Test Workflow feature or run workflows on test contacts.

Confirm workflows are active, triggers are correct, and contacts meet conditions. Use Test Workflow to debug.

Regularly clean your contact lists, test workflows before activating, monitor your usage, and utilize reporting to optimize your campaigns. Optimize your funnels and campaigns based on analytics to ensure maximum effectiveness.

Use strong, unique passwords. Enable Two-Factor Authentication (2FA) in your user profile settings for added security.

Manage conversations, add/edit contacts, view dashboards, book appointments, and more, on the go.

Yes, search for "LeadConnector" in the App Store (iOS) or Google Play Store (Android). Your Klone login credentials will work.

Usage limits depend on your subscription plan.

Users reset via login page. Admins can resend invites or deactivate users.

Use Sites > Chat Widget to customize and embed on your funnel or site.

It’s an AI chatbot that answers leads by SMS or chat, books appointments, and handles FAQs.

Yes, by uploading FAQs, documents, or custom scripts in AI settings.

Audit trails are available on certain plans or via third-party tools.

Roles range from Admin to Standard User with customizable permissions.

Enable “Restrict contact access to assigned contacts only” in user permissions.

Generate API keys in Settings > API Keys.

Add widgets in the Dashboard tab to track your KPIs.

Use Marketing > Social Planner > Settings to connect supported accounts.

Yes, export CSV files from contacts, opportunities, and campaigns.

Integrations include Zapier, Facebook, Google, Stripe, PayPal, Twilio, Mailgun, Calendars, PandaDoc, etc.

Check Marketing > Analytics or Sites > Funnels > Analytics.

Use Opportunities > Pipelines for stage tracking and conversion stats.

Go to Integrations > Google My Business and connect your account.

Under Reputation > Reviews, you can see and reply to reviews from Google and Facebook (once integrated).

Go to Reputation > Send Review Request. You can manually send requests or set up a workflow to automatically send them after a positive customer interaction.

For individual clients, go to their contact record > Payments tab.

Process refunds through your payment processor and notify clients as needed.

Go to Payments > Products. Here you can define your products, pricing (one-time or recurring), and associate them with payment forms in your funnels.

Use order forms or payment integrations; send payment links via email or SMS.

Connect your payment processor in Settings > Integrations.

Text Snippets (Settings > Snippets) are pre-written phrases or sentences you can quickly insert into conversations to save time.

Missed calls will show in the Conversations tab. You can set up workflows to automatically respond to missed calls or route them to specific team members.

Create reusable snippets under Settings > Snippets.

Go to Settings > Phone Numbers. You'll need to purchase a Twilio number through Klone, which will be linked to your subaccount for SMS and calls.

Use workflows triggered by new contacts to send automatic replies.

Yes. Create campaigns under Marketing > Emails or Marketing > SMS.

Use the Conversations tab to view and reply across SMS, email, Facebook Messenger, Instagram DMs, and Google messages.

Yes, you can embed your Klone calendar directly onto any webpage using the provided embed code.

When creating a new calendar under Calendars > Settings, you can choose "Round Robin" (distributes appointments evenly), "Collective" (all team members must be available), or "Simple" (single user).

Set working hours and blackout dates in calendar settings.

Automate reminders with reschedule/cancel links via workflows.

Yes, trigger SMS or email reminders in workflows before appointments.

Go to Calendars > Settings > Connect Calendar and authorize your account.

Under Marketing > Social Planner, connect your social media accounts (Facebook, Instagram, Google My Business) to schedule and publish posts directly from Klone.

Go to Sites > Forms (for standalone forms) or Sites > Surveys. Build your form/survey and then embed it on a funnel page or website.

Go to Marketing > Emails > Templates. Use the drag-and-drop builder or code editor to design reusable email layouts.

Campaigns (under Marketing) are an older, simpler way to send sequential messages. Workflows (under Automation) are the current, more powerful, and flexible automation builder, recommended for most automation needs.

Tags label contacts and can be triggers or conditions in workflows to personalize messaging.

Toggle the Active/Inactive switch in the workflow editor or remove contacts from workflows manually.

Triggers include Form Submitted, Contact Created, Appointment Booked, Tag Added/Removed, SMS Received, Email Opened, etc.

Add an Order Form funnel step. Connect Stripe or PayPal in Settings > Integrations. Customize product and payment fields.

Use Automation > Workflows. Add email/SMS actions with delays. Attach to triggers like form submission.

Yes. Add your domain in Settings > Domains and follow DNS instructions. Allow up to 48 hours for propagation.

Create Smart Lists under Contacts > Smart Lists using filters like tags or pipeline stage. Lists update automatically.

Opportunities (found under the "Opportunities" tab) represent your sales pipeline. You can create different stages to track leads as they move from prospect to client, assign values, and view conversion rates.

Go to Sites > Funnels, create a funnel, add steps, and use the drag-and-drop editor. Save and preview your work.

Publish funnels using the Publish button. Unpublish by removing the domain or disabling the funnel in settings.

Assign contacts via the Assigned User dropdown in contact profiles or bulk assign in Contacts. Permissions can restrict visibility.

Go to Settings > Custom Fields. You can create text fields, dropdowns, multi-select, etc., to capture specific information relevant to your business.

Manage your subscription through your billing provider or dashboard. Contact Klone support if you need assistance.

Go to Settings > Business Info to update company details.

Navigate to Settings > Team Management. Add users by email, assign roles, or remove users. Set permissions carefully to control access.

Klone doesn’t automatically merge duplicates. Use tags or workflows to manage duplicates manually.

Use Contacts > Import Contacts to upload CSV files. Export contacts with the Export button on the Contacts page. Always back up data before importing.

Go to your login page and click “Forgot Password?” Enter your email, and you’ll receive a reset link. Follow the instructions to create a new password. Check spam if you don’t see the email.