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Getting Started
Basic tutorials to start using Customerly for your customer support, email funnel and feedback
What is Customerly?
Customerly is an AI-first customer service solution that helps businesses deliver instant, efficient, and personalized support.
By Luca Micheli
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Last updated 10 months ago
Getting Started with Customerly: Follow our checklist to learn the basics
This guide walks you through everything you need to set up, deploy, and use Customerly efficiently. Follow a step-by-step timeline to be fully prepared for launch, and explore best practices for managing conversations, inbox support, and chatflows.
By Raluca Stoica
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Last updated 4 months ago
How to connect Customerly to your sources
In order to populate Customerly with your data to deliver an email campaign or to build a workflow, you have several choices to start from.
By Luca Micheli
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Last updated 1 year ago
Visitors, Users and Leads and: what's the difference?
Customerly treats the users and leads differently. Understand what they are in this article
By Luca Micheli
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Last updated 3 years ago
Track custom properties
How to track custom properties and how to use them to create an email campaign or a funnel
By Luca Micheli
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Last updated 3 years ago
What is the difference between properties and tags
Learn the difference between tags and properties for email marketing
By Raluca Stoica
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Last updated 1 year ago
Take a full control of your Profile settings
You will find an overview of your profile settings in the article
By Raluca Stoica
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Last updated 1 year ago
Customerly supported languages on our platforms
Customerly automatically adapts the platform interface language across the Help Center, Messenger, Web App, and Emails based on the user’s primary browser language.
By Raluca Stoica
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Last updated 1 year ago