Welcome to this step-by-step tutorial designed to guide you through setting up your account on the OBI platform for the first time.
This tutorial will cover everything from downloading the mobile app and integrating popular services like Google My Business and Facebook to adding web chat widgets and team members.
We will also discuss how to connect the payment processor Stripe for efficient transaction processing.
The first time you log in, navigate to the Launchpad. This will be your starting point for setting up the various services and features on the platform.
Table of Contents
Download The App
Allows access to business operations from your mobile device for convenience. Click on the Send Link button. This will send a text to your phone with a link for easy download and access to the mobile app for iOS or Android.
Google My Business Integration
Connects Google My Business to the platform, centralizing reviews and messages management. Click Connect then log in to your Google My Business account to integrate it. Once integrated, your reviews and messages will feed directly into the platform.
Facebook Integration
Links Facebook fan page messages to the OBI platform for better lead tracking and management. Click on Connect and select your pages. Once integrated, any messages sent to your fan page will appear in the Conversations section, creating a new CRM record for each lead.
Web Chat Widget Integration
Enables real-time interaction with website visitors directly from the OBI platform. Click on Connect. A sub-menu will appear for you to enter your website’s URL. Follow the instructions provided to add the web chat widget to your website.
Stripe Integration
Connects the payment processor Stripe for smoother financial transactions and record keeping. Click on Connect. Follow the prompts to integrate your Stripe account for payment collection.
Adding Team Members
Facilitates team collaboration within the OBI platform for improved efficiency. Click Add and follow the prompts to add your team members to the platform.
You’ve now learned how to set up and optimize the OBI platform for your business needs. You have integrated your Google My Business and Facebook accounts, added a web chat widget for direct client interaction, and connected the Stripe payment system for seamless financial transactions.
Additionally, you’ve set up the mobile app for convenient on-the-go access and added your team members for better collaboration. With these steps, you’ve laid a strong foundation for effective operations on the OBI platform. Congratulations, and happy navigating!