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Business Tools

Information on Index's business tools and how to use each feature.

Auto-Reply

  • Auto-Reply to Calls
  • Auto-Reply to Texts

Misc. Features

  • How to Enable 'Do Not Disturb'

Contact Panel

  • What is the Contact Panel?
  • Using the Contact Panel
  • Saving a number via the Contact Panel

Appointments

  • Using the Appointments Feature
  • How to set up Appointments
  • What are Appointments?

Broadcasts

  • How to create, send, & manage your Broadcasts
  • What is Broadcast?
  • Compliance for Broadcast messages
  • Broadcast FAQs

Call Forwarding

  • How to Set Up & Disable Call Forwarding
  • What is Call Forwarding?

Reviews

  • How to Set Up & Send Business Reviews

Payments

  • How to set up & request payments using Index
  • What are Payments?

Notes & Tags

  • How do I add a Note to a Contact?
  • Using Notes with Index
  • Using Tags with Index

Templates

  • How to set up & manage Templates
  • How to send Templates
  • What are Templates?

Business Tools

  • What is the Business Profile?
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