Your Gist Account

Your Gist Account

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Introduction to Gist

What is Gist?Gist is a customer communication and marketing automation platform that helps you grow your business and engage with your customers across their lifecycle. It is a complete marketing and growth stack for your business - with live...

By Jitta Rao

updated 2 months ago

Getting Started - Install Gist

You can install Gist on your WordPress site without ever having to deal with code. Just install the Gist WordPress plugin, add your Workspace ID, and it's done!Here’s the simple process of setting up the plugin.Step 1: Install the pluginThe first...

By Jitta Rao

updated about 2 months ago

Gist Setup Guide - For Beginners

This guide gives an overview of the basic setup process. These 3 steps will help you set up your Gist account in no time, and by the end of step 3, you will be able to get the core of Gist up and running.The 3 steps to a successful setup1. Install...

By Jitta Rao

updated 2 months ago

Install Gist on your product or website

It takes only a couple of minutes to install Gist on your website. Once installed, Gist will help you manage all types of communication with customers and website visitors alike.To start the installation process, you need a Gist account. If you...

By Jitta Rao

updated 2 months ago

Install Gist Mobile App

Using the Gist for iOS and the Gist for Android apps, you can respond to users and visitors on the move. The mobile app allows you and your team to quickly reply to conversations, so you don't have to wait until you get back to your office or your...

By Jitta Rao

updated 2 months ago

Complete your profile on Gist

Once you have everything setup, you can update your company profile including name, website and logo, which can be used when sending messages to your users.To update your company profile on Gist, go to the Settings page, and click on the 'General...

By Jitta Rao

updated 2 months ago

Add and Remove Team Members

Gist allows you and your Teammates to manage sales, marketing and customer communication.If you wish to add or delete a teammate on Gist:1. Go to the settings page from the taskbar.2. Select the ‘Users’ option under General settings.If you wish to...

By Jitta Rao

updated 21 days ago

Import user data into your Gist Workspace

If you are currently using Gist on your website, you can import your users from your previous email service provider or CRM, by simply uploading a CSV file.The CSV upload method allows you to import name, email, user ID and signup date in the...

By Jitta Rao

updated 2 months ago

Glossary of important terms used in Gist

Each marketing tool that you use has a certain set of terms and words that describe their features and options, and Gist is not an exception. But as it often is the case, the terms may differ from tool to tool. Before you begin to use Gist for...

By Jitta Rao

updated 2 months ago

Manage Teams

With Gist, you can organize your inbox effectively by adding and managing multiple agent teams for your Workspace.Having separate teams for each function helps you assign customer conversations to the right team every time, thereby reducing delays...

By Jitta Rao

updated 2 months ago