Knowledge Base

AI Employee & Voice AI

AI Knowledge Bases: Train AI on Your Content AI Workflow Actions: AI Agent, Decision Maker, Intent Detection, Summarize, Translate, Extract Data Agent Studio: Build Custom AI Agents Ask AI: Your In-Platform Assistant Voice AI Agent Transfer & Custom Actions Voice AI Outbound Calling & Compliance Voice AI Overview: 24/7 AI Call Answering Voice Cloning and Multi-Language Voice Agents

Billing

Account Tax ID Guide

Client Portal Web and Mobile APP

Client Portal Magic-Link SSO and Branded Mobile App How to setup branded client portal mobile app Why add our team as an Admin to your developer accounts?

Company

Company-Based Workflows and Associations Getting Started with Companies

Contacts / SmartLists

Associating Contacts using Custom Labels (Coming Soon) Bulk Add and Remove Tags from Contacts Configuring Searchable Fields for Objects How to input Multiple Phone Numbers for a Contact? Importing Contacts Importing Contacts and Opportunities via CSV (Coming Soon) Merging Multiple Records

Conversation AI Bot

AI Prompting 101 Add Contact Info for your Bot Appointment Booking Conversation AI Workflow Action Bot Goals Feature (Conversation AI V2) : Complete Guide Bot Status for Individual Contacts Conversation AI - Bot Inactive (Sleep) Conditions Conversation AI Auto Follow-up Conversation AI Flow Builder Conversation AI Summary and Transcript Conversation AI V3 - Guided Form Based Setup Conversation AI: Multiple Calendars Support for Appointment Booking Human Handover Action Introduction to Multiple Knowledge Bases in Conversation AI Response Info for your AI message Stop Bot Action Transfer Bot Action Trigger a Workflow within Conversation AI Update Conversation AI Bot and Status - Workflow Action

Conversations Tab

Activity Cards in Conversations Conversation Views: Save Filters, Work Faster Conversations FAQs Guide to TikTok Messaging & Comment automation How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer How to use Conversation Filters & Bulk Actions Overview Instagram DM - Workflow Action Preference Management (Email Unsubscription Management) Web Chat inside Conversations – Setup, Configuration & Message Management Workflow Action - Log External Call

Custom Objects

Associations amongst Objects Creating and Editing Custom Objects Custom Objects on All Plans with Templates and Smart Lists Getting Started with Custom Objects Import Companies & Custom Objects Using a CSV File

Documents & Contracts

Collect Payment Details and Auto-Generate Invoices on Signing Document Expiration, Optional Line Items & Attachments Getting Started with Documents & Contracts Sending Documents via Email, SMS, or Public Link Signing Order, Multiple Recipients & Signature Types Templates and the Content Library

Domains

Connecting Your Domain - A Guide Domain Transfer In - Approve Transfer Domain Transfer In - Review DNS Records Domain Transfer In and Eligibility Check Domain Transfer In- Finalize Transfer Domain Transfer-In Overview Domain Transfer-out to Cloudflare Domains: Complete Overview and Centralized Management! How to Upload a DNS Zone File During Domain Transfer Troubleshooting Guide: Connecting Your Domain

E-Commerce

Bulk Import Products via CSV upload Checkout Upsells and Abandoned-Checkout Recovery Creating and publishing products in a location How To Use Shopify Integration? How to Set Up an E-Commerce Online Store How to use Woocommerce Integration in E-commerce stores? Limit Shipping to Specific ZIP/Postcodes in Shipping Zones Migrate Your Store from Shopify or WooCommerce Place test order in stores Printful Integration for Ecommerce Store Printify Integration for Ecommerce Stores Sell anything on Facebook and Instagram Shop ShipStation Integration Setup Guide for Ecommerce Stores Shipping and Delivery rates for Ecommerce Stores Shippo Integration for live shipping rates and fulfilments Shipstation setup checklist

External Tracking

Track External Form Submissions with a Tracking Script

Funnels & Websites Category

Configuring Conversion API Events Cookie Policy Details Funnel & Website Stats Definitions – Understand Your Metrics Funnel analytics How to Add Domains in the WordPress Dashboard How to Use the Cookie Consent Banner in Funnels & Websites How to add a product to a funnel or website How to point your domains or subdomains to your WordPress Site How to set up your very own Customizable 404 Error page? Marketing Tools to use in Funnel/Website - Cookie Banner Migration of existing domains Nested URL Paths Support Guide SSH Access and SSH Keys Management on Your WordPress Hosting Schema Markup Support Guide Understanding Pixel ID for your funnel/website event tracking WordPress - Adding Domains for your site WordPress Luubu Plugin: All you need to know

Getting Started Category

Connect Facebook & Instagram Messages to Your Unified Inbox Limitation of using SMTP when emails are not sending Troubleshooting Guide: Connecting Your Domain Using Google/Gmail/Google Workspace as your SMTP Provider Wallet Auto Recharge Wallet Auto Recharge and Frequency

Location Settings

How to use the Company Object Automation? Where and how to set up the default Missed-Call-Text-Back feature.

Luubu Email

Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024 Bot Detection Preventing Statistics Increment and Automation Execution Bounce Classification Codes and Definitions DMARC Validation Feature - Understanding and Fixing Email Authentication Alerts Domain Warmup: How It Works Email Authentication - DMARC Email Services Configuration - Reply & Forward Settings Google Postmaster Tools How to Add a Domain and Verify DNS Records How to Set Up Unsubscribe Links How to enable Luubu Email Validation How to use the Email Risk Assessment Tool Luubu Email: Email Service Provider Block Detected - Immediate Action Required to Restore Email Sending Luubu How to Set Up a Dedicated Sending Domain Within a SubAccount Microsoft Smart Network Data Services (SNDS) Reverse DNS white labeling - Dedicated IP Two Way Email Sync for Outlook Understanding Conversion Metrics for Tracking Email Campaigns What is Luubu Email? What is a dedicated IP in LC email? Where Can I Find My SMTP Credentials?

Luubu Integrations

Add Workflow Trigger For Linkedin Lead Ads Clio Integration Connect Google ads with CRM Connect Multiple Business Listing Pages to a Single Account Connect sub-account with Zapier Connecting Google account with CRM Connecting multiple Facebook pages to your account Facebook Conversion Leads Walkthrough Facebook Lead Ad Integration & Troubleshooting Guide Facebook Multi page Troubleshoot Facebook Pages missing in Page Selector Dropdown during integration. Facebook form field mapping Facebook multi page setup guide GMB troubleshooting guide Google Business Profile - Chat sunset starting Jul 15, 2024 How To Download/Export Facebook Lead Ads How to enable Google Email Two-Way Sync How to integrate TikTok Leads Ads How to set up a Funnel Event Pixel for Facebook Conversion API? Integrating LinkedIn Lead Ads with CRM Managing Customer Interactions on Connected GBP Pages Managing GBP Pages: Additions, Removals, & Adjustments Messaging and Social channel connection with GBP Messaging setup & troubleshoot Page selection guide Private Integrations: Everything you need to know Zapier WL app connection

Luubu Mobile APP

Luubu for mobile -How to download the beta version Mobile App Invoicing (Luubu)

Marketing Category

Action - Send Email Action - Update Contact Field Action - Update Custom Value Airtable – Actions & Triggers in Workflows Analysing Website Performance of a prospect in the Marketing Audit Report Asana – Actions & Triggers in Workflows Basecamp – Actions & Triggers in Workflows CSS Selectors Guide (Simple + Attribute Selectors) Clickup – Actions & Triggers in Workflows Contact Engagement Score Workflow Create a new Google Search Ad Campaign Custom Code Custom Code Custom Code AI Execution Logs & Enrolment History Enhancements Facebook / Instagram - Interactive Messenger Facebook / Instagram - User comments on a Post trigger Facebook comments + Workflow AI GPT 4 Models - Workflow AI Google Contacts Actions & Triggers in workflows Google Forms - Actions and Triggers in Workflows Guidelines for using custom questions in Google lead forms Help Guide: Global Custom Colors Highlighting & Resolving Errors in a Workflow History for GPT actions (AI Memory Key) How to Use Monday.com Integration in Workflows How to Use the Instagram Story Post Composer in Social Planner How to check your Instagram profile type How to connect Instagram account with Facebook page? How to copy contact to another account? How to create Google ads conversion action in Ad Manager How to create a Facebook form in Ad Manager How to create a Meta Business Manager and Ad account? How to create a Meta Sales objective campaign for Conversion How to create a multiple ad group Google search ad campaign How to find Leads for a business using Prospecting Tool How to import HTML Email Templates/ Campaigns How to post Recurring Social Posts through the Social Planner? How to reschedule an email campaign? (Luubu) How to set up Delete Contact action How to set up Workflow Goal Events How to setup Google ad conversion action How to use the Custom Webhook Luubu Premium Workflow Action? How to use the Date/Time Formatter Premium Workflow Action? How to use the Google Sheets Premium Workflow Action? How to use the Inbound Webhook Workflow Premium Trigger? How to use the Number Formatter Premium Action? How to use the Workflow Slack Premium Action? Ideal Image and Video File Size in Social Planner Instagram Reels Publishing Guide for the Social Planner Introduction to Workflows and Automations Key components of the Marketing Audit report in the Prospecting Tool Limitations of Recurring Timer Wait Time Behaviour Manus AI Integration for Workflow Automation New Discover button - Workflows Notion Actions & Triggers in Workflows OpenRouter Generate Response in Workflows Pause Workflows on Certain Dates Prospecting Tool: Create Prospecting Widgets For Your Websites SEO Heatmaps in the Prospecting Tool: A Support Guide Set Event Start Date Event In Workflows in Luubu Split Action Text Editor UI Changes Text Editor UI Changes Timezone Adaptation in Countdown Timers Typeform – Actions & Triggers in Workflows Understanding Facebook Ad Reporting Terminology Understanding Google Ad Reporting Terminology Understanding the Grades in Your Marketing Audit Report VAPI - Actions & Triggers in workflows Workflow - App Marketplace Triggers & Actions Workflow - Array Functions Premium Action Workflow - Array Functions Premium Action Workflow AI Assistant Workflow Builder - Overview Workflow Setting Stop On Response & Call Action Disable Voicemail Detect Workflow Settings - Overview Workflow Trigger - Payment received Workflows Pro Plan - Pricing

Marketplace Apps

Changing your app pricing plan in the App Marketplace Marketplace Apps - View & Installation Usage Based Pricing on App Marketplace

Membership and Communities

Content Management in Communities Gamification - Points, Badges and Leaderboard Getting Started - Launch a Course How to Manage Members Inside groups How to Setup, Customize, and Manage Your Communities How to create your Whitelabel Community inside a subaccount How to use membership themes Kajabi Importer: Easily Move Courses to the Platform Magic Links In Memberships (Courses) New Theme Customizer for Courses Paid Groups, Paid Courses and Gamification in Communities

Merge Fields & Custom Variables

Merge Fields Guide for Personalized Messages and Documents Overview of Merge Fields & Custom Variables

Payments, Invoices & Estimates

Authorize.net integration for processing payments Auto Payments in Recurring Templates Coupon Application on Subscription Products Enabling Sales Receipts for Order Form Purchases Getting Started with Gift Cards Guide: Setting up the Quickbooks integration Guide: Wave integration Guide: Xero integration How to Sell Gift Cards How to Send Gift Cards How to Track Gift Card Performance (Analytics & Metric Tracking) How to connect a Payment Provider and start accepting Payments How to create recurring Invoices How to import invoices from previous softwares using CSV into your CRM? How to manage Refunds within the CRM? How to view all "Chart of Accounts" within the Xero Integration? Import Orders CSV File - Field formats Import Transactions CSV File - Field formats Managing Document Attachments for Estimates and Invoices PDF Generation for Invoices and Receipts Using Apple Pay and Google Pay What is listed on the Subscriptions page?

Phone Category

21211: Invalid 'To' Phone Number 21408: Your account is not allowed to send SMS to this country or region. 21606: The 'From' phone number provided is not a valid message-capable phone number for this destination/account 21610: Attempt to send to unsubscribed recipient 21612: Message cannot be sent with the current combination of "To" and/or "From" parameters 21614: 'To' number is not a valid mobile number 21635: The "To" number is a landline and cannot receive SMS. 21661: 'From' number is not SMS-capable 30002: Message failed: your account is currently suspended. 30003: Number unreachable or out of service. 30004: Recipient has opted out or has DND enabled. 30005: The recipient’s number is inactive or does not exist. 30006: Landline or unreachable carrier 30007: Message filtered 30008: Unknown error 30011: MMS not supported by the receiving phone number in this region 30023: Daily Message Cap Reached 30032: Toll-Free Number Has Not Been Verified 30033: US A2P 10DLC - Campaign Suspended 30034: Number not A2P compliant. Please register for A2P 30035: Number not fully registered for A2P messaging. Please wait up to 24 hours after approval. 30037: Outbound Messaging Disabled A2P 10DLC Brand Approval Best Practices A2P 10DLC Campaign Approval Best Practices A2P 10DLC General Overview A2P 10DLC Service Pricing and Fees A2P Opt-In Form - Privacy Policy and Terms and Conditions Guidelines Agency SMS Warm-Up Period & Daily Limit Avoiding Call Loops when routing calls to Internal Phone Numbers Best Practices Around Periodically Sending Opt-Out Texts and Sender IDs Best Practices for SMS deliverability and Avoiding SMS Restrictions Billing Statement Help Calculating SMS and MMS Costs: A Step-by-Step Guide Call Forwarding to Your Luubu Phone Number Call Transcriptions for Recorded Calls Campaign Rejection Reasons and Resolutions Configuring Sender ID and Opt-Out Language for SMS Compliance Custom Dispositions on Calls on the Luubu Phone System Forbidden message categories for SMS and MMS in the US and Canada How to Purchase a Phone Number for your Business How to Reduce Inbound Spam Calls How to Set Up Call Tracking (Number Pool) How to Set Up Verified Caller ID (Use your number for Voice Calls) How to buy a toll free number? How to get your phone number A2P approved in 2026 How to submit a Campaign for A2P 10DLC ? Identity Verification for Phone Number Purchases (US/CA/PR/IL) Improve your Phone Number's reputation with Voice Integrity KYC Verification on Persona — Best Practices Know Your Customer (KYC) in the United Kingdom List of campaign use case types for A2P 10DLC registration Luubu Messaging Policy Luubu Phone System Trust Center Message throughput (MPS) and Trust Scores for A2P 10DLC in the US Microphone permission on different browsers Number Intelligence: number validity, detect spam calls and look up unknown caller name Opt-In Methods & Their Compliance Requirements Phone Number Settings Explained Phone Number Settings for Voice Calling Recommendations and Best Practices for Maintaining a Positive Caller Reputation Regulatory Bundle and Address Creation for Sub-Accounts Remediate 'Spam Likely' on your Caller ID using Voice Integrity Texas Mini-TCPA Law: What You Need to Know (Effective Sept. 1, 2025) Toll-Free Number Registration for Luubu Phone (US/Canada) U.S. A2P 10DLC Messaging Registration Mandatory, Effective from July 5, 2023 Updated Messaging Guidelines for the U.S. & Canada VoIP Deskphones (SIP endpoints) Website Compliance Guide What is A2P 10 DLC- Brand and Campaign Registration What is CNAM? What is SHAKEN/STIR? Why Was My Toll-Free Verification Rejected? Why are my Calls marked as Spam and how can I avoid it Why are my Calls marked as Spam, and How can I avoid it ? Why doesn’t my Business Name display after CNAM registration?

Phone/ SMS Category

Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements

Pipelines & Opportunities

How to Color-Code Opportunity Pipelines (Smart Tags) Import Opportunities Opportunity Owners Decoupling Settings Understanding Pipelines

Prospecting Tool

How to Customise Prospecting Report with Report Builder How to Resell and use Prospecting Tool for Sub-Accounts How to send Marketing Audit Report as Email/SMS to your Prospects Prospecting Tool: Create Prospecting Widgets For Your Websites Workflow action: Generate Marketing Audit Report generate Marketing Audit Reports for existing Sub Accounts

Reporting & Attribution

Call Reporting Overview and Performance Insights Google Ads Reporting Metrics Overview How to Use Marketing Audit Report & Compare Reports for Strategic Growth

Reputation & Review Management

Customising Review Widgets in Reputation Management Gain a Competitive Edge with Competitor Analysis in Reputation Management How to Dispute a Google Review and Check on the Dispute Status How to Set Up a Review Link in Your Review Request Email How to Set up Digital QR Code for Maximising Review Generation Resolving Conflicted/Duplicate State Entity in Yext

SEO

How to Install and Use the SEO Pixel to Automate SEO Fixes

Scheduling & Calendars (Bookings)

'Look Busy' in Calendar Settings Booking Redirect with Google Calendar Availability - Weekly Working Hours & Date-Specific Hours Calendar Widget Customization Calendar Widget Reorder Calendar: Add Notes Per Appointment Calendar: Email & In-App Appointment Notifications Calendly - How to Integrate Calendly? Cancellation & Reschedule Policy (Booking Widget) Collect Payments with Recurring Appointments (Booking Widget) Disable Google Organic Booking Google Organic Booking How to Add/Change/Remove Calendar Widget Logo? How to Set Up Recurring Appointments How to configure Staff Member selection in Round Robin Calendars? How to create Equipments? How to create Rooms? How to set up a Calendar for Classes? In App Calendar view LSA - Reserve with Google Integration Microsoft Teams Integration For Calendars Multiple Meeting Location Selector in Calendar One Time Link Partial Payment: Collect Deposit Amount Pre and Post buffers Recurring Appointments Rentals: Multi-Day Booking Products Rooms and Equipments Service Calendar Service Menu Team Member Assignment (Round Robin Calendar) Troubleshooting Tool for Calendar View Appointments in Any Timezone | Calendar Preferences View Custom Form Submissions (Appointment Side Drawer) Workflow Action for Generating One Time Link iCloud Integration with Luubu

Subscription Products

How to Retry a Failed Payment for Subscription Products

Surveys, Forms, QR Codes and Quizzes

How to Apply Custom CSS to Forms, Surveys, and Quizzes How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide! How to Create QR Codes : Manual and Bulk How to make my form submissions secure from spammers? Luubu Webchat for Duda: How to Get Started Luubu Webchat for Shopify: How to Get Started Luubu Webchat for Squarespace: How to Get Started Luubu Webchat for Weebly: How to Get Started Luubu Webchat for Wix: How to Get Started Understanding QR Code Types! Understanding Score Tiers in Quizzes

The Affiliate Manager

How can my affiliate see their stats on the Client Portal? How to manually attribute sales to affiliates How to set up a Workflow for the Affiliate Manager?

WhatsApp Integration

Delete Phone Number Connected to WhatsApp Coexistence How to Enable WhatsApp in your account? How to troubleshoot Failed to send OTP to verify Whatsapp number on the sub-account Important Update: : WhatsApp Marketing Messages to U.S. Numbers Paused Starting April 1, 2025 Important Update: WhatsApp Marketing Templates Pause in the U.S. Starting April 1, 2025 Marketing Opt-out Button to Your Message Template WhatsApp - Workflow Integration WhatsApp 30 Days Free Subscription Trial Promotion WhatsApp Error: "In order to maintain a healthy ecosystem engagement, the message failed to be delivered" WhatsApp Error: (#132000) Number of Parameters Does Not Match the Expected Number of Params WhatsApp FAQs WhatsApp Onboarding Failure: “Please create a new WhatsApp Business Account since a payment method already exists for the current WhatsApp Business Account” WhatsApp Template Error: “New English (US) content can't be added while the existing English (US) content is being deleted. Try again in 4 weeks or consider creating a new message template.” WhatsApp Template Error: “body: Parameter at index contains URL” Whatsapp Error : You have requested code too many times. Please try again later. Whatsapp Error: Business account is restricted from messaging users in this country Whatsapp Error: Unable to send whats app text, due to invalid parameter error. Whatsapp Error: You have already linked the maximum number of phone numbers allowed for this Business Account. Delete a phone number to continue or request additional numbers Whatsapp Error: Your WhatsApp Business account is locked. To unlock your account, visit Business Support Home Whatsapp Error: “This phone number is already registered to a WhatsApp account” Why WhatsApp Display Name is Declined

WordPress Integration

How to Use FTP to Access Your WordPress Website Luubu WordPress Plugin | Fixing Cron Jobs/Crashing Issue WP File Manager Plugin (Stable Alternative for FTP Access) WordPress - Adding Domains for your site WordPress Error Codes and FAQ WordPress Hosting: Step-by-Step Migration Guide

Workflow

Interactive Voice Response (IVR) Guide - Triggers & Actions Premium Workflow Connectors and Custom Code