InputKit V2
Our brand new and refreshed version
164 articles
- Getting StartedDiscover the basics of InputKit and learn how to set up your account successfully. This section walks you through installation, first steps, and an overview of key features.8 articles
- ConfigurationConfigure InputKit to fit your organization’s needs. Here you’ll find guides on managing users, locations, automations, and integrations to ensure smooth operations.16 articles
- Using InputKitMaster InputKit’s main features in your daily workflow. From sending surveys to managing alerts and employee evaluations, this section helps you get the most out of the platform.42 articles
- Reports & AnalyticsTrack your team’s performance and customer satisfaction using InputKit’s dashboards and reports. Learn how to interpret your KPIs and export your data easily.12 articles
- IntegrationsConnect InputKit with your existing tools to automate your processes. This section explains how to activate and configure available integrations34 articles
- Billing and Account8 articles
- Troubleshooting and FAQ19 articles
- Best Practices1 article
More articles
- Billing: your plan, add-ons, invoices and paymentFind your subscription, upgrade, add options, open invoices and fix an overdue payment.
- Delighted customers: find and celebrate your happiest customersSee the customers InputKit detects as delighted, and mark others yourself.
- How integration triggers work: mapping, filters, scheduling and logsUnderstand the Integrations page, how to build a trigger, and how to check what happened in the Integration Logs.
- How to connect Aircall to InputKit and analyze your callsSync your Aircall calls, link agents to employees and get AI call analysis in the Verbatims report.
- How to connect Bsport to InputKitTrigger sendings from Bsport bookings, members and invoices using webhooks.
- How to connect Capterra reviews to InputKitImport your Capterra product reviews and read them in InputKit.
- How to connect Jobber to InputKitAutomatically send a sequence when a Jobber visit is completed.
- How to connect Lightspeed R-Series to InputKitSend a sequence when a Lightspeed R-Series work order reaches the status you choose.
- How to connect RateMDs to InputKitSend satisfied patients to your RateMDs profile and import your RateMDs reviews.
- How to connect Zenoti to InputKitSend a sequence when an invoice is closed in Zenoti, for the centers you choose.
- How to connect Zoho Books to InputKitSend a sequence when an invoice is sent or paid, or when an estimate is sent in Zoho Books.
- How to create custom metricsCreate your own metrics, attach them to questions and follow them on the dashboard.
- How to manage departments and servicesCreate departments and services, archive them and use them in sendings and reports.
- How to manage employee typesCreate employee types such as technician or manager, use them in questions and merge duplicates.
- How to manage organizations and merge duplicatesGroup your customers by organization and let InputKit find duplicate organizations to merge.
- How to send a sequence manually, schedule it and send a testSend a sequence to one customer by email, SMS or WhatsApp, schedule it, send a test and manage scheduled sendings.
- How to send emails from your own domain (Mailgun)Register a sending subdomain, add the DNS records and verify it so your sequences come from your own address.
- How to set up WhatsApp sendings and templatesConnect a WhatsApp Business number, create message templates and send sequences by WhatsApp.
- How to set up your SMS phone numberSet up your SMS sender number, choose which number each location uses and understand the monthly SMS reset.
- How to use the AI assistant chatAsk questions about your feedback in plain language, dictate by voice and let the assistant prepare actions for your approval.
- Sara, your daily AI reportWhat Sara's daily report shows on your dashboard, who sees it and how to get notified.
- The Questionnaires report: analyze, compare and export your resultsReview each question's results, compare periods or groups with segments, and export to Excel or PDF.
- The ROI report: what it shows and how to use itUnderstand your return on investment, adjust the assumptions and test what-if scenarios.
- The Verbatims report: sentiment, themes and categoriesSee what customers say across surveys and reviews, spot recurring themes and organize your categories.