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Welcome to Ambivo Training

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

Start

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.

Overview of Ambivo

Introduction to Ambivo

Setting up an account

Getting Started

Introduction to Ambivo

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

Using the CRM App

Index

Automating Workflows

Product Management

Practice zone

Specialized Applications

Enhancing User Interaction

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.

Overview of the Ambivo Training Tool

Objectives

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.

Where to find my CRM App?

Using the CRM App

Exploring the CRM Home and its capabilities

Using the CRM App

Lead/Contact management

Using the CRM App

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.

Companies management

Using the CRM App

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:

Deals management

Using the CRM App

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.

Routing profile

Using the CRM App

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:

Frees up time for strategic activities.

Productivity Boost

Ensures uniform execution of tasks.

Consistency

Lowers the risk of human error.

Error Reduction

Automates repetitive tasks.

Time-saving

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

Introduction

Automating Workflows

Integration

Automating workflows

Zapier integration process

Automating workflows

4

2

3

1

Make every product your own with simple customization

You can manage easely your Product Range

Product Management

Product Management

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

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

With Ambivo you have access to Widgets

Enhancing User Interaction

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

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.

Enhancing User Interaction

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.

Manage your Widgets

Specialized Applications

Create custom Applications

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

Interactive and effective learning

Practice Zone

Let's go!

Calendar integration

Activity 1

CRM Home-page : Where is your schedule?

Dashboards for Precise Monitoring

Activity 2

CRM Home-page : Where are your dashboards ?

Manage Your Business and Interactions

Activity 3

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

GenAI: Your All-Day Companion

Activity 4

CRM Home-page : Where to access GenAI?

CRM Home-page

End of Home-page activities

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

Activity 5

Zapier

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

Widgets

Let's create a contact form widget

Please click on the correct icon to proceed.

Widgets

Let's create a contact form widget

Widgets

Let's create a contact form widget

Widgets

Let's create a contact form widget

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

CLARITY AND RELEVANCE OF CONTENT

Survey 1/5

course objectives

Survey 2/5

materials and resources

Survey 3/5

activities and practices

Survey 4/5

Survey 5/5

GENERAL FEEDBACK

Course completed!

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

Step 1

Managing Your Dashboard in the CRM

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.

API Integrations

Pipedream Integration

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.

Creation of a Product

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

More information on Ambivo official documentation

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.

Creation of an app

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.

Managing Your Schedule with Ambivo

Add an event

Add a task

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.

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.

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

Sort leads

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

Go check our documentation :

Lists menu

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

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

Creation of a 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.

A video of the creation of an order:

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.

App page

Fields:

Automation:

Company management

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.

Want to know more? Check out our documentation:

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.

You can navigate between apps

App list

Managing multiple leads

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

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 :

Select the Triggering event in Ambivo as ‘New Lead’

Step 3

Navigating the CRM Menu

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.

Want to know more? Check out our documentation:

Leads

Contacts

  • 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.

Email and calendar

Microsoft integration

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.

Select Gmail as the App with SendEmail as the Action Event

Step 4

Company management

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.

Want to know more? Check out our documentation:

Select Ambivo as the App

Step 2

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

Sort companies

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

Go check our documentation :

  • 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.

Email and calendar

Google integration

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.

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.

Navigating the CRM Menu

  • 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.

Triggering Events

Zapier Integration

Learn more about integrating with Zapier

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.

Creation of a 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.

A video of the creation of a form widget:

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

Sort deals

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

Go check our documentation :

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.

Using GenAI in Ambivo