Knowledge Base
Browse every Corentu help article across 18 topics and 1095 articles.
Getting Started
Set up your Corentu account and learn the basics.
- Getting Started - Create and Manage Contacts
- Getting Started - Import Existing Contacts
- How to Launch a Corentu Funnel
Customer Support
Get help, contact our team, and manage your support requests.
- 24/7 Customer Support Options
- Troubleshooting Zoom Issues During Corentu Support Calls
- Accessibility Enhancements - Topbar & Help Drawer
Account & Workspace
Manage your account, workspaces, and team members.
Contacts
Manage contacts, companies, segmentation, imports, bulk actions, and contact records.
- Customize the Add Contact Form
- Add Files to Contacts Using Custom Fields
- Add Multiple Phone Numbers to a Contact
- Contact Activity Overview
- Contact Detail Page Overview
- Create Subscriptions and Invoices from a Contact Profile
- Add Tags to Multiple Contacts
- Remove Tags from Multiple Contacts
- Import Contacts and Opportunities via CSV
Conversations
Manage customer conversations across email, SMS, social, live chat, and internal team communication.
Email sending, domains, deliverability, providers, AI, and troubleshooting.
- Sending Priority - From Name & Address
- Email Services Configuration - Reply & Forward Settings
- How to Filter Contacts by Email Statistics
- Introduction to Email Deliverability
- How to Create Custom Unsubscribe Links
- Workflow Actions Based on Email Opens and Clicks
- How to Check Email Logs
- How to Fix Links in Emails That Don't Open
- Email Replies Not Appearing in Conversations
Phone System
Phone numbers, calling, routing, voicemail, messaging compliance, and phone system configuration.
- Number Intelligence - Spam Detection, Caller ID & SMS Validation
- Call Forwarding to Your Corentu Phone Number
- Understanding Default Phone Preferences for New Workspaces
- Geo Permissions - Voice
- Using Call Connect to Ensure Accurate Call Status Tracking
- How to Set Up Call Tracking with Number Pools
- Why Your Phone System May Be Suspended
- Regulatory Bundle and Address Creation for Workspaces
- What Is the Corentu Phone System?
- Troubleshooting SMS Delivery
- Incoming SMS Appears in Conversations but Isn't Forwarded to the Forwarding Number
- Error: The "From" Number Is Not SMS-Capable
Workflows
Build, automate, and manage business processes using triggers, actions, integrations, AI, conditions, and reusable workflow logic.
- Advanced Workflow Filters & Smart Lists
- AI-Powered Field Tooltips in Workflows
- Airtable Actions & Triggers in Workflows
Opportunities & Pipelines
Create, manage, automate, and forecast sales opportunities across your pipelines.
Marketing
Create, manage, automate, and measure campaigns across email, SMS, social, advertising, content, events, and affiliate marketing.
- Mention or Tag Profiles in Social Posts
- Add Location Tagging to Social Posts
- Add Pinterest Pins in Social Planner
Sites
Build, publish, manage, and optimize websites, funnels, forms, surveys, blogs, stores, webinars, chat experiences, SEO, and other digital experiences.
- Pie Chart Visualizations in Funnels and Websites Analytics
- Browsers and IPs in Funnel Analytics
- Top Countries, States and Cities in Funnel Analytics
- Where Do Form Responses Show Up?
- Export Form Answers to Google Sheets
- Sticky Contact in Forms, Surveys, and Calendars
- Getting Started with Chat Widget
- Overview of Chat Widget Customizations
- Business Office Hours in Live Chat
- Create Custom Profile Card QR Codes
- QR Code Bulk Actions, Renaming & Copy Link Shortcut
- Create Custom Business Card QR Codes
- Instant Redirect Page Troubleshooting
- Set Up Root Domains and Subdomains for Funnels & Websites
- Stripe Troubleshooting: Funnel Product Shows Null
- Quiz Builder Guide
- Workflow Trigger - Quiz Submitted
- Assign Categories and Scoring with Dynamic Result Messages
Payments
Invoices, products, and payment processing.
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AI
AI-powered tools and the Corentu AI assistant.
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Integrations
Connect Corentu with the tools you already use.
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Reporting & Analytics
Dashboards, reports, and performance insights.
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Settings
Configure preferences and system-wide options.
Billing
Subscriptions, invoices, and account billing.
Troubleshooting
Diagnose and resolve common issues.
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