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Cedros Documentation

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Forms and customer support

Taking over a support conversation

Find waiting support chats, take ownership, reply to visitors, coordinate with teammates, hand back to AI, and resolve or reopen conversations.

Forms and customer support

Teaching support AI about your business

Improve support AI answers with published FAQs and docs, source choices, clear instructions, accurate business details, and practical visitor-chat tests.

Email campaigns

Testing an email before sending

Preview a saved email campaign, send a test to your own address, check formatting and links, and understand what still needs review before sending.

Payments and commerce

Tracking inventory

Review stock adjustments, understand available quantities, arrange stock corrections, and check inventory before selling.

Focus and goals

Tracking relationship goals

Choose weekly and quarterly relationship outcomes, link people from your CRM, review your plans, and keep next steps current.

Security, backups, and data

Troubleshooting failed backups or imports

Identify failed backup and import operations, resolve common errors, and check what completed before retrying or starting recovery.