How can we help you and Pippin today?
Search a guide, or paste the message you see in Pippify.
Get Started
- How to Accept an Invite and Join a Workspace
- How to Change the App Language
- How to Choose or Change Your Business Type
- How to Complete the Setup Wizard
- How to Create a Pippify Account
- How to Reset Your Password
- How to Set Up Your Brand Identity
- How to Sign In and Choose a Workspace
- How to Use the Complete Your Setup Checklist
- Why Was I Signed Out?
Channels
- How to Add Pippin Web Chat to Your Website
- How to Connect Facebook Lead Ads
- How to Connect Gmail
- How to Connect SMS With Your Twilio Account
- How to Connect WhatsApp With Twilio
- How to Connect Zoho Mail
- How to Create and Publish a Web Form
- How to Disconnect or Reconnect Gmail
- How to Let Pippin Reply to Messenger Messages
- How to Limit Web Chat to Your Websites and Rotate the Key
- How to See Web Form Submissions
- How to Set Web Chat Quick Questions
- How to Stop Certain Senders From Becoming Leads
- How to Turn On AI Voice Answering
Connectors
- How to Connect Bigin by Zoho
- How to Connect Google Drive
- How to Connect Monday.com
- How to Connect Your Calendar (Cal.com or TidyCal)
- Why Does Google Drive Say Reconnect Needed?
AI Studio
- How to Add a File to Pippin's Knowledge
- How to Add Guidance Rules
- How to Add Your Website to Pippin's Knowledge
- How to Choose Quotes or Meetings and the Automation Level
- How to Have Pippify Draft a Knowledge Article
- How to Import Knowledge From Google Drive
- How to Manage Knowledge Documents
- How to Manage Supplier Rates
- How to Paste Text or an FAQ Into Pippin's Knowledge
- How to Set Hot and Warm Thresholds
- How to Set Pippin's Tone of Voice
- How to Set Quote Instructions and Default Currency
- How to Set Quote Validity and Terms
- How to Set Up Lead Scoring
- How to Switch to Costed Quoting and Set Costing Defaults
- How to Test Pippin Before Going Live
- How to Write Pippin's Mission
Pippin at Work
- Can Pippin See Images Customers Send?
- How Pippify Builds Scoring Attributes and Guidance Rules
- How Pippin Drafts a Costed Quote
- How Pippin Drafts a Quote
- How Pippin Finds Answers in Your Knowledge
- How Pippin Moves a Lead Through Stages
- How Pippin Reads and Scores a Lead
- How Pippin Saves a Customer's Email Address
- How Pippin Saves a Visitor's Phone Number
- How Pippin Sends a Booking Link
- How the AI Intro Works When You Add a Lead
- How the AI Voice Agent Scores Callers
- How Web Chat Suggests Quick Questions
- What Happens When a Customer Opts Out
- What Happens When a New Email Arrives
- What Topics Pippin Won't Discuss
- When Follow-Ups Are Sent (Sending Window)
- When Pippin Hands a Conversation to a Person
- Why Some Replies and Follow-Ups Wait for Approval
Pippify Coach
- How Pippify Works: Ask Coach
- How to Apply or Dismiss a Change Coach Suggests
- How to Chase Quiet Leads With Coach
- How to Fill Your Knowledge Base With Coach
- How to Improve Pippin's Replies With Coach
- How to Review Your Setup With Coach
- How to Use Pippify Coach
- What Coach Can Look Up and Change
- What the Coach Setup Checks Mean
Inbox & Leads
- How Notifications Work
- How to Add a Lead Yourself
- How to Add Custom Fields to Leads
- How to Archive or Unarchive a Lead
- How to Assign, Tag or Export Leads
- How to Check a Lead Pippin Held for Review
- How to Delete a Lead
- How to Edit a Lead or Change Its Stage
- How to Find a Lead in the Inbox
- How to Mark a Lead Won or Lost
- How to Post Updates on a Lead
- How to Read a Lead's Profile
- How to Reply to a Lead From the Inbox
- How to Take Over a Conversation From Pippin
- How to Use the Leads Table, Board and Filters
Review & Follow-Up
- How to Approve or Reject Items in the Review Queue
- How to Choose the Default Sequence
- How to Create a Follow-Up Sequence
- How to Put Leads on a Sequence
- How to See Who Is on a Sequence and Why It Stopped
- How to See Your Appointments
- How to Send a Booking Link From Appointments
- How to Set the Follow-Up Sending Window
- How to Turn a Schedule in a Guidance Rule Into a Sequence
- What Your Leads See When They Unsubscribe
Quotes
- How to Build a Costing
- How to Create a Quote Yourself
- How to Delete a Quote
- How to Edit a Quote
- How to Find and Track Quotes
- How to Fix Costing Checks Before Sending
- How to Make a New Version of a Costed Quote
- How to Preview, Download and Send a Costed Quote
- How to Price a Costing
- How to Record a Quote You Sent Outside Pippify
- How to Review and Send a Quote Pippin Drafted
- How to Start a Costed Quote
- What Is a Quote in Pippify?
Reports
- How to Read the Dashboard
- How to Use the Appointments Booked Report
- How to Use the Hot Leads Report
- How to Use the Leads by Source Report
- How to Use the New Leads Report
- How to Use the Quotes Sent Report
- How to Use the Response Time Report
Team & Account
- How to Change Your Password
- How to Invite a Team Member
- How to Make Someone Else the Admin
- How to Resend or Cancel an Invitation
- How to Sign Out or Switch Workspace
- How to Suspend or Reactivate a User
- How to Update Company Info
- How to Update Your Profile
- What Each Role Can Do
Plans & Billing
- How the Free Trial Works
- How to Buy Outcome Packs and Turn On Auto Top-Up
- How to Cancel or Keep Your Subscription
- How to Subscribe or Change Your Plan
- How to Track Usage and Overage
- How to Update Your Card and Download Invoices
- What Plans Pippify Offers and What an Outcome Is
- Why a Feature Is Locked and What Read-Only Means
What’s New
Why Didn’t Pippin…?
- Why Can't I Reply on WhatsApp or Messenger?
- Why Can't I See Settings, Reports or Quotes?
- Why Did Coach Refuse My Change?
- Why Didn't My Follow-Up Go Out?
- Why Didn't Pippin Reply to an SMS?
- Why Didn't Pippin Reply to This Email?
- Why Didn't Pippin Send a Booking Link?
- Why Didn't Pippin Send a Quote?
- Why Is a Channel Greyed Out?
- Why Wasn't My SMS Delivered?