Ambivo University

Start

An overview of Ambivo’s features and functionalities, designed to help you get the most out of the platform."

Welcome to Ambivo Training

Introduction to Ambivo

Overview of Ambivo

Ambivo is an all-in-one, AI-powered business management platform designed to enhance productivity and efficiency. It caters to businesses of all sizes by integrating various functionalities such as CRM, marketing automation, payments, and telephony. The platform helps streamline operations, automate tasks, and improve customer engagement, ultimately boosting business growth and reducing manual workloads.

Follow this step-by-step tutorial to set up your account

Introduction to Ambivo

Getting Started

Setting up an account

Enhancing User Interaction

Specialized Applications

Practice zone

Product Management

Automating Workflows

Index

Using the CRM App

Objectives

Overview of the Ambivo Training Tool

Welcome to the Ambivo training tool, a comprehensive resource to master our modern CRM. This program provides a thorough understanding of Ambivo's diverse functionalities, enabling you to utilize its full potential for your business. Through various modules, you will learn to:

• Efficiently manage customer relationships
• Enhance user interactions
• Automate workflows
• Utilize specialized applications
• Guide in product management
• Integrate Ambivo with other tools like Zapier

By the end of this training, you will have the knowledge and skills to optimize Ambivo, driving greater efficiency and success in your business operations.

Using the CRM App

Where to find my CRM App?

All applications, including the CRM, can be found in the app menu. This menu is accessible via the button located next to your profile picture. It's designed for easy access and is conveniently available on every page, helping you navigate Ambivo quickly and efficiently.

Using the CRM App

Exploring the CRM Home and its capabilities

With Ambivo, you can manage your leads and contacts with precision. Both the leads and contacts pages are designed to help you save time, make data-driven decisions, and improve customer relationships. This ensures a more efficient and effective management process, driving better business outcomes.

Using the CRM App

Lead/Contact management

The Company page facilitates tracking and managing the companies you engage with. Upon accessing this page, you will find a comprehensive list of companies that can be categorized by various statuses for better organization and management. Here is a video to help you create a company:

Using the CRM App

Companies management

With Ambivo, you can manage your deals with precision. The deals management page is designed to help you save time, make data-driven decisions, and improve customer relationships. This ensures a more efficient and effective management process, driving better business outcomes.

Using the CRM App

Deals management

A routing profile determines what types of contacts an agent can receive and the routing priority. This is routing profile page, you can see your presence status, see all the actual routing profile and create a routing profile. Follow this link to master routing profile: Youtube video to help you create a routing profile:

Using the CRM App

Routing profile

Automating Workflows

Introduction

Workflow automation in Ambivo involves setting up rules that automatically perform tasks based on specific triggers.

Time-saving

Automates repetitive tasks.

Error Reduction

Lowers the risk of human error.

Consistency

Ensures uniform execution of tasks.

Productivity Boost

Frees up time for strategic activities.

Automating workflows

Integration

Automating workflows

Zapier integration process

Product Management

You can manage easely your Product Range

Make every product your own with simple customization

You can easily create, see, and manage your orders.

Each order is unique, and you can customize the price for each product individually.

Product Management

Widgets are small tools embedded in webpages for performing specific tasks. They can be created for various purposes such as forms, appointments, and more. You can test, share, embed, duplicate, manage access, generate QR codes, and view usage statistics for widgets.

In widget creation, you can customize the style to meet your specific requirements. Here is a YouTube video demonstrating the creation of a widget.

Enhancing User Interaction

With Ambivo you have access to Widgets

Manage your Widgets

Managing widgets involves several tasks, such as testing widgets, sharing and embedding them, duplicating them, managing access, generating QR codes, and viewing impressions. You can also integrate custom applications to collect data, schedule appointments, make payments, provide customer support, and display visual content.

Enhancing User Interaction

Let's discover the Apps interface: click and explore the functionality.

Create custom Applications

Specialized Applications

Let's go!

Practice Zone

Interactive and effective learning

CRM Home-page : Where is your schedule?

Activity 1

Calendar integration

CRM Home-page : Where are your dashboards ?

Activity 2

Dashboards for Precise Monitoring

CRM Home-page : Where to access your different interactions?

Activity 3

Manage Your Business and Interactions

CRM Home-page : Where to access GenAI?

Activity 4

GenAI: Your All-Day Companion

Well done! You've mastered Ambivo's CRM homepage. Let's move forward!

End of Home-page activities

CRM Home-page

Activity 5

Congratulations on mastering the Zapier integration with Ambivo CRM! Ready to explore more of Ambivo? Let's continue enhancing your skills!

Zapier

Please click on the correct icon to proceed.

Let's create a contact form widget

Widgets

Let's create a contact form widget

Widgets

Let's create a contact form widget

Widgets

Great job! You can now complete the form, and your contact form widget will be created.

Let's create a contact form widget

Widgets

Survey 1/5

CLARITY AND RELEVANCE OF CONTENT

Survey 2/5

course objectives

Survey 3/5

materials and resources

Survey 4/5

activities and practices

GENERAL FEEDBACK

Survey 5/5

Course completed!

Step 1

Signup/ Login to your Zapier Account (You can start free)

In the dashboard section of the CRM, you can manage your agents by tracking their sales and achievements. To support data-driven decisions, you can monitor company metrics and view easy-to-understand graphs. This enables you to stay informed and make strategic decisions based on real-time data.

Managing Your Dashboard in the CRM

The Ambivo API provides tools for web scraping, image processing, and data extraction. You can use these tools with Pipedream to automate tasks that involve transforming and analyzing content from different sources. Here’s what you can do:

• Extract text from images
• Scrape web data without getting blocked
• Perform content-based image retrieval

Ambivo works well with Pipedream's serverless platform to help you build reliable and scalable automations.

Pipedream Integration

API Integrations

More information on Ambivo official documentation

You can personalize your product by adding images, name and add different prices for each period or anything else.

Creation of a Product

Creation of an app

To create an app, you don't need a lot of information, just a name and an optional description. You will be redirected to the new app page.

To add a task in Ambivo, open the task form and fill in the title, due date, description, assigned person, and viewers. Use the slide buttons to send notifications and create a calendar event if needed.

To add an event to your calendar in Ambivo, you have two options: 1. Click: Simply click on the desired date and time slot to start creating an event. 2. Click and Drag: Click and hold on the start time, then move your cursor to the end time to select the duration of your event. Once you've selected the time, a form will appear where you can enter the details of your event, such as the title, description and any other relevant information.

Add a task

Add an event

Managing Your Schedule with Ambivo

Here, you will find your schedule, where you can add both Events and Tasks. The calendar can be synchronized with your Google calendar or other calendar services, allowing you to manage everything directly within Ambivo. This integration ensures that your schedule remains up-to-date and easily accessible, streamlining your workflow and helping you stay organized.

Go check our documentation :

For a lead/contact you can select by owner name, source, company name, creation date or if it's on-hold.

Sort leads

Ambivo designed to let you sort your leads according to your preferences!

Lists help you to have the best management of your leads. For more details take a look at our documentation on the lists :

This menu helps you view and manage your lists of leads easily.

Lists menu

A video of the creation of an order:

You can personalize your order by adding status, customer's information, name, and different prices for each product's sale at this time, and more.

Creation of a Order

Automation:

Fields:

App page

An app contains a collection of data where you can customize fields, automations, extensions, etc., for each collection. The apps can be implemented via widgets to acquire information from customers.

Want to know more? Check out our documentation:

The toolbar on the company page in Ambivo features several key functions to help you manage your data efficiently:

• Import: Easily import data from external sources to keep your information up-to-date.

• Lists: Create and manage lists for targeted communication and segmentation.
• Create: Add new company quickly using the create button.

This toolbar is designed to provide quick access to essential tools, streamlining your workflow and improving your ability to manage companies effectively.

Company management

App list

You can navigate between apps

When you are editing an app, you can navigate between apps using the left navigation bar. You can return to the "All Apps" list simply by clicking on "All Apps". The "Create App" button is also present for easy access.

The main feature is to send email to the selected members but you can also add a member to another list, find duplicates and delete the member in this list. Documentation :

If you click on the box next to the lead/contact name, you can access a menu that helps you interact with multiple leads.

Managing multiple leads

Step 3

Select the Triggering event in Ambivo as ‘New Lead’

Contacts

Leads

Want to know more? Check out our documentation:

The toolbar on the lead or contact page in Ambivo features several key functions to help you manage your data efficiently:

• Analytics: Access and analyze key metrics to gain insights into your leads and contacts.
• Import: Easily import data from external sources to keep your information up-to-date.
• Export: Export your data for reporting or backup purposes.
• Sources: Filter and manage the sources of your leads and contacts for better organization.
• Lists: Create and manage lists for targeted communication and segmentation.
• Create: Add new leads or contacts quickly using the create button.

This toolbar is designed to provide quick access to essential tools, streamlining your workflow and improving your ability to manage leads and contacts effectively.

Navigating the CRM Menu

Integrating Ambivo with Microsoft services allows you to streamline your workflow by automating email and calendar tasks. Here’s how it benefits you: Automated Email Responses: By setting up workflows, you can ensure timely email responses to customer inquiries, significantly improving customer satisfaction. Calendar Synchronization: Automate the scheduling of meetings and events, ensuring that your calendar is always up to date without manual input.

Microsoft integration

Email and calendar

• Automated Email Responses: Save time with pre-configured email responses.
• Calendar Synchronization: Seamlessly integrate your Ambivo calendar with Microsoft Outlook.
• Task Management: Automatically assign tasks based on calendar events.

Step 4

Select Gmail as the App with SendEmail as the Action Event

Want to know more? Check out our documentation:

The toolbar on the deals management page in Ambivo features several key functions to help you manage your data efficiently:

• Import: Easily import data from external sources to keep your information up-to-date.
• Analytics: Access and analyze key metrics to gain insights into your deals.
• Lists: Create and manage lists for targeted communication and segmentation.
• Create: Add new deals quickly using the create button.

This toolbar is designed to provide quick access to essential tools, streamlining your workflow and improving your ability to manage deals effectively.

Company management

Step 2

Select Ambivo as the App

Go check our documentation :

For a company you can select by owner name, source, creation date or if it's on-hold.

Sort companies

Ambivo designed to let you sort your companies according to your preferences!

Integrating Ambivo with Google services enables seamless workflow automation for your email and calendar management. Here’s what you can do: Automated Email Responses: Integrating Ambivo with Google services enables seamless workflow automation for your email and calendar management. Calendar Synchronization: Automatically sync your events and meetings with Google Calendar, keeping your schedule organized and up-to-date.

Google integration

Email and calendar

• Automated Email Responses: Configure automated responses to handle customer inquiries efficiently.
• Calendar Synchronization: Integrate Ambivo with Google Calendar for automatic updates and scheduling.
• Task Management: Automatically create and assign tasks based on calendar entries.

Navigating the CRM Menu

The image to the left displays the CRM's navigation menu, which includes several key sections to help you manage your customer relationships and sales processes effectively:

• Home: This is the main dashboard of the CRM, where you can get an overview of your activities and metrics.
• Leads: In this section, you can manage and track potential customers. This is where you start with new prospects.
• Contacts: Once a lead becomes a customer, their information is stored here. Use this section to access and organize your customer information.
• Companies: This section allows you to view and manage profiles of the companies you do business with.
• Deals: Track and manage your sales opportunities in this section, from initial contact to closing the deal.
• Routing Profile: Configure and manage routing profiles to optimize your workflow and ensure efficient task distribution.

Each section is represented by an icon for easy identification and quick access, making navigation within the CRM straightforward and user-friendly. This structure is designed to streamline your workflow from lead acquisition to customer management, helping you to effectively utilize all the features of the CRM.

Integrating Ambivo with Zapier allows you to automate various workflows by triggering events such as new leads or new contacts. This enhances efficiency and ensures seamless operations across your applications. Here’s what you can do: Automated Lead Management: Set up workflows to automatically handle new leads, ensuring timely follow-up and management. New Contact Integration: Automate the process of adding new contacts to your CRM, reducing manual data entry.

Learn more about integrating with Zapier

Zapier Integration

Triggering Events

• Automated Lead Management: Automatically trigger workflows when a new lead is added to Ambivo.
• New Contact Integration: Seamlessly add new contacts to Ambivo from various sources.
• Custom Workflows: Create personalized workflows tailored to your specific needs.

A video of the creation of a form widget:

This is an example of some available widgets for creation. For each widget, you can customize the style and embed the widget wherever you want.

Creation of a Widget

Go check our documentation :

For a deal you can select by owner name, company, contact or creation date.

Sort deals

Ambivo designed to let you sort your deals according to your preferences!

Using GenAI in Ambivo

At the bottom of the CRM pages, you'll find an icon. Clicking on it opens a small window with a prompt for GenAI, our AI assistant for Ambivo. You can ask GenAI for information from within the system or from the web. Use the button to the left of the prompt to switch between system-specific and web-wide queries. This feature helps you quickly access the information you need, enhancing your productivity and decision-making.