📅 Weekly Training Recording
This week's training focused on answering user questions about navigating Lead Connector, managing OfferBolt bot behavior, understanding mobile vs. desktop differences, and configuring account access. The session also covered troubleshooting common issues, submitting support tickets, and adding staff members to an OfferBolt account.
🎯 What Was Covered
Explained the relationship between ChargeUp and OfferBolt, including Hands-Off program trial access.
Reviewed differences between the Lead Connector mobile app and desktop experience, including current feature limitations and when to submit support tickets with screenshots.
Demonstrated how to locate conversations using Team Inbox and troubleshoot missing conversations.
Walked through how to manually turn the OfferBolt bot on or off for an individual contact and explained when automation can or cannot resume.
Showed how to remove a contact from active workflows after disabling the bot to prevent scheduled messages from continuing.
Explained notification counts in Lead Connector and how they differ from unread conversations.
Demonstrated how to add a staff member or partner to an OfferBolt account by navigating to Settings → My Staff → Add User, including assigning user roles and login setup.
Reviewed how to handle unexpected messages from unknown numbers by marking conversations as Read or DNDwhen appropriate.
Answered questions about weekly training access, Zoom invitations, and updating ChargeUp account email addresses through the appropriate support channels.
🎥 Watch the Training
🤖 How This Training Helps
How do I find all conversations in Team Inbox?
How do I turn the OfferBolt bot off for a specific lead?
How do I turn the bot back on after taking over a conversation?
Why are scheduled messages still sending after I disable the bot?
How do I remove a contact from active workflows?
Why does my Lead Connector mobile app look different from the desktop version?
How do I submit a support ticket for a desktop or mobile issue?
How do I add a partner or staff member to my OfferBolt account?
What do the notification numbers in Lead Connector mean?
How do I handle unknown or unwanted messages in Lead Connector?
📌 Closing Note
The most recent weekly training is always listed at the top of the OfferBolt Training section in the Help Center, making it easy to access the latest walkthroughs, product updates, and live Q&A sessions.