levelpartner.ai
Resources

How-to videos

Step-by-step videos to help you set up and get the most out of the levelpartner.ai platform, from the mobile app to payments and reviews. Press any video and it will play here on the page. For written guides, see the help centre.

How-to videos

The mobile app

Install the app, then call, book and reply from your phone.

Set up the mobile app 5 min

Set up the mobile app

How to install the levelpartner.ai mobile app on your phone, sign in to your account and find your way around it, so you can answer leads and manage contacts away from your desk.

How to download the mobile app

Where to find the levelpartner.ai mobile app in your phone's app store, how to download it and how to sign in for the first time.

Transcript

Downloading our mobile app is easy. This example uses an iPhone. Open up the App Store and search for the app name in your welcome email. Once the app is downloaded, open it up, allow notifications, and log in like normal.

How to make a call from the mobile app

How to call a contact from the mobile app, using your business number rather than your personal one.

Transcript

To make a call from the mobile app, first select Conversations, then tap on a contact. Hit the phone icon in the top right-hand corner. You may need to allow permissions in order to have the app access your microphone. Once that's done, tap the phone icon and the outbound dial will start automatically.

How to set an appointment from the mobile app

How to book an appointment for a contact from the mobile app, choosing the calendar and the time while you are on the move.

Transcript

To set an appointment from the mobile app, select a conversation, then hit the three buttons in the top right hand corner and select schedule appointment. You can dial in the calendar you're using, as well as set the date and time. Once your appointment details are set as you like, hit save in the top right hand corner and your appointments all set.

How-to videos

Conversations, email and snippets

Reply faster, send campaigns, reuse what you write and text back missed calls.

9 min

How to manage conversations

A walkthrough of the conversations area: reading and replying to messages from every channel in one place, filtering the list, and keeping each thread tied to the right contact.

13 min

How to use the marketing area

A tour of the marketing area of the platform: where email campaigns, templates and other marketing tools live, and how to set them up and use them.

How to use snippets

How to use snippets, the saved replies you can drop into a conversation, so common answers go out quickly and consistently.

Transcript

To use a snippet on the desktop app, navigate to a conversation that you would like to use the snippet for. Then, underneath the text box field, click this icon Insert Template Snippets. Then, select the snippet you'd like to use, click Use Template, and voila. Your snippet is now in the text body, which you can send either straight away or first edit as desired and then send. Similarly, on mobile, navigate to a conversation in which you'd like to use a snippet. Tap the text box, then click the plus sign. Select Snippets, and then select the snippet you'd like to use.

How to send bulk email

How to send one email to many contacts at once: choosing the recipients, writing or picking the message, and sending it.

Transcript

To send a bulk email, start by heading over to the Contacts tab. Select any number of contacts you would like to email, then click the email icon. Click OK Proceed, then choose an email template you'd like to send. Decide if you would like to send all the emails at once, all at a scheduled time, or to send in drip mode. Name your bulk action, then once you're ready, click Send Email.

How to create and send a custom video

How to record a personal video and send it to a contact, for a follow-up or an introduction that stands out from plain text.

Transcript

This is how to create and send a custom video to a contact. First, navigate to a conversation with the contact whom you would like to send a video to. Tap the plus button, then select video. You may need to enable the app to access your camera. Once you've recorded your video, a message with a link will automatically generate in the text box, which you can either edit or just send right away. you can send messages via email or SMS.

How to create a new email and SMS snippet

How to create a new snippet for email or SMS: writing the saved text, naming it so you can find it again, and making it available in conversations.

Transcript

In this video, we'll learn how to make a new snippet. Starting from the conversations tab, the top menu, click templates snippets. Then click add template snippet. Choose whether you want it to be a text or an email template. You can name your snippet, then put your desired verbiage into the snippet body. You can test your snippet by putting your phone number into the mobile phone number field and then clicking send test. Once your snippet looks right, go ahead and click save. Now your snippet is ready for use.

How to create a new email template

How to create a reusable email template, from starting a new design to saving it so it is ready for campaigns and one-off sends.

Transcript

To design a new email template, click Marketing. Then, under Emails, click Templates. Here you'll see a list of your email templates and in the top right hand corner, click the blue New button. You can either create a template from an existing campaign, choose a pre-built template, or create a blank template. Once you've selected an email template, customize it in the email editor. Once your email template is ready, click Save Template.

How to edit the missed call text back setting

Where to find the missed call text back setting and how to change it, including the message a caller receives when a call is not answered.

Transcript

In this video, we'll learn how to update our MissCall TextBack settings. On desktop, click the bottom left hand corner button called Settings. Then under Business Profile, scroll down to the very bottom. We have the MissCall TextBack feature. You can enable or disable that feature as well as update the verbiage that we'll send every time you get a missed call in the box below. Once you're ready and satisfied with your MissCall TextBack verbiage, go ahead and click Save MissCall TextBack Settings.

How-to videos

Reviews and reputation

Ask for reviews, answer them, and dispute the ones that break the rules.

9 min

How to set up and use reputation management

How to set up reputation management and use it day to day: connecting your review sources, sending review requests and keeping an eye on new reviews from one screen.

How to dispute a Google Business Profile review

How to dispute a review on your Google Business Profile that breaks the review rules, and where to find the option to report it.

Transcript

In order to dispute a review, navigate to the Review in the Conversations tab, then click the button Dispute this review. This will take you to a Google Business Profile Help page, which will walk you through the steps in order to dispute the review. For more information on how to dispute Google My Business Reviews, click the link beneath this video.

How to send a review request

How to send a contact a request to leave a review, so happy clients are asked at the right moment.

Transcript

In this video, we'll learn how to send a review request. Start by clicking the Reputation button. Then click Send Review Request. Select the contact to whom you would like to send the review request. Choose the review request mode, either SMS or email. Then click Send Review Request.

How to reply to reviews

How to read new reviews and reply to them from the platform, without logging in to each review site separately.

Transcript

To reply to a review, start by clicking on the Reputation tab, then click Reviews. Next to a given review, click the Reply button. Type your reply, then click Send.

How-to videos

Payments

Invoices, payment links and in-person card payments.

11 min

How to set up and manage payments

How to set up payments on the platform and manage them afterwards: connecting a payment provider, creating invoices and payment requests, and keeping track of what has been paid.

How to use tap to pay

How to take an in-person card payment with tap to pay on your phone.

Transcript

To use the tap to pay feature, simply tap the Money Sign icon in the bottom middle of the screen. Next, select an amount you'd like to charge, then tap Charge. Once your device is connected to the reader, decide if you'd like to leave a tip. You won't see it on this demo, but on your device you'll see a message that says "hold here to pay" with the tap to pay icon above it. Hold the card near the icon on the device and the payment will go through.

How-to videos

Forms and listings

Capture enquiries and keep your business details correct.

How to create and use a form

How to build a form on the platform, add the fields you need and put it to use on a page or by link, so every submission lands on the contact record.

Transcript

In this video, we'll learn how to create a new form. Start by clicking sites on the left-hand menu. Then, for forms, click builder. Then, add form, start from scratch. By default, we have a basic contact form already set up for us. First name, last name, email, phone, and consent to receive marketing, as well as a submit button. Any of these fields can be customized by just clicking on the field and then considering the right-hand side. We can also add additional fields to our form by clicking the plus sign in the top left-hand corner. From here, we can add elements into our form, such as personal info, contact info, a submit button, an integration for payment, address info, and customized elements. We can also create our own fields by clicking custom fields and add a custom field. When creating a new custom field, you have a few options for how you want that field to look. For example, a single line would be the same thing that we see for something like the first name, where there's just one line of info and it's a text box. By contrast, we also have values, choosing options, and others, such as file upload and signature. Once you know which element you'd like to add to your form, simply click and drag and release. We also have the ability to add conditional logic by clicking this icon in the top left-hand corner. We start by setting our it condition. Choosing from one of the fields in our form, we set the condition for what it needs to be in order to trigger the conditional logic. We can have multiple conditions for the logic via and or or functions, but once we have our condition set, the then function will allow us to designate what action we would like the logic to take. On the right-hand side, we have another menu that allows us to select from different style options, or we can choose from a preset theme. We have the option to rename our form, as well as decide what we would like to happen when the form is submitted. In this menu, we can also add a Facebook pixel ID, set Facebook pixel events, and we have a couple extra settings, such as sticky contact, GDPR, compliant font, and time zone enabling. Lastly, the bell icon in the top left-hand corner will allow us to set up notifications so that an email is sent every time the form is filled and or we can send an automated email to the person who submits the form, assuming that we've gathered their email information. You can change the title of your form simply by clicking at the top and changing the title. Once you're satisfied with your form, click save in the top right-hand corner. In order to use your form, click the integrate button. From here, we can select the embed layout type, trigger activation and deactivation options, and then we can either copy the form link directly or we can copy the embed code so that we can embed our form on another website. Once you've integrated your form, go ahead and click done. That's all for this video. We'll see you in the next one.

How to update listing information

How to update your business listing information, such as your name, address, phone number and opening hours, so it stays correct where customers find you.

Transcript

In this video, we'll learn how to update a listing. Start by clicking the Reputation tab. Then click Listings. Now we'll click Edit Listing Information. Here you can update business name, category, phone number, email address, address, city, state, country, and zip code. You can find more details in the Business Details section, including description, website, and business timing. Once you're satisfied with your updates, go ahead and click Save.

Want it set up with you instead

The licence includes 30 hours of onboarding, so you do not have to learn every screen alone.