Aiunify Learning Center - Knowledge of Aiunify Chat User Operations Manual

Created! Aug 25, 2026

Chapter 1 — AIUNIFY Chat Overview

Created! Aug 25, 2026

Chapter 2 — Getting Started and Initial Onboarding

Created! Aug 25, 2026

Chapter 3 — Signing In, Email Verification, Password Recovery, and Signing Out

Created! Aug 25, 2026

Chapter 4 — Navigating the Workspace, Sidebar, and Workspace Switcher

Created! Aug 25, 2026

Chapter 5 — Using Global Search, Lead Notifications, and What’s New

Created! Aug 25, 2026

Chapter 6 — Managing Your Profile, Live-Chat Availability, Language, and Appearance

Created! Aug 25, 2026

Chapter 7 — Password Security, Two-Factor Authentication, and Recovery Codes

Created! Aug 25, 2026

Chapter 8 — Understanding User Access and Feature Availability

Created! Aug 25, 2026

Chapter 9 — Understanding the Dashboard

Created! Aug 25, 2026

Chapter 10 — Dashboard Metrics, Trends, Source Health, Agents, and Recent Leads

Created! Aug 25, 2026

Chapter 11 — Inbox Overview

Created! Aug 25, 2026

Chapter 12 — Searching, Filtering, Sorting, and Reviewing Leads

Created! Aug 25, 2026

Chapter 13 — Opening and Reviewing a Lead Record

Created! Aug 25, 2026

Chapter 14 — Updating Lead Status and Following Up on Captured Leads

Created! Aug 25, 2026

Chapter 15 — Lead Capture Alerts and Browser Notifications

Created! Aug 25, 2026

Chapter 16 — Reviewing Leads for a Specific Agent

Created! Aug 25, 2026

Chapter 17 — Conversations Overview

Created! Aug 25, 2026

Chapter 18 — Searching and Filtering Conversations, Engaged Sessions, and Handoff States

Created! Aug 25, 2026

Chapter 19 — Opening a Conversation and Reading the Complete Visitor Thread

Created! Aug 25, 2026

Chapter 20 — Understanding Needs Human, Live Now, and Human Handoff

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