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Advice and answers from the Endear Team
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how to use the search bar
How
do I
use
the
search
bar
?
Learn
how
to
search
using
the
universal
search
bar
…
bar
" allows you
to
search
your entire Endear account Go
to
the
top right
search
bar
to
enter…
How
to
use
the
universal
search
bar
How
do I
use
Endear's
search
bar
?
Using
the
"Omnibar"
search
bar
in Endear… you can
use
the
Search
bar
in Endear… This
search
bar
will always be located at
the
top right of your screen and can be used anywhere in
the
How
do I know who is assigned
to
a customer?
Easily tell who is assigned
to
a customer… First select a customer from within a segment or by using
the
Search
bar
at
the
top of
the
app. … Articles: Learn
how
to
assign and unassign users
to
customers Still Need Help?
How
to
use
the
CSV Importer tool
Import bulk data from spreadsheets including customers, products, locations, staff members, and more
using
CSV files… From
the
success message, select Continue
to
upload more files
to
this import job or select Back
to
Endear… Select Settings Select Integrations Select
the
Add Integration
Search
an select CSV
How
do I
search
for items?
For more information:
How
to
select items for a Story
How
to
filter items
How
do…
To
search
your Products in Endear:… find
the
products that you want
to
share with your customers
How
do I
search
and filter my messages?
Search
and filter messages…
To
search
through drafts or templates, click
the
Drafts or Templates tab in
the
left menu and repeat…
To
Search
for a Message:
How
to
use
Endear AI when messaging
Learn
how
Endear's AI capabilities can help you draft messages and summarize long conversation threads… Applies
to
: All (Users, Managers, and Admins) Endear will
use
AI
to
help users generate responses… It will also try
to
create a response automatically
to
the
customer
How
to
Use
Retail Concessions in Endear
Note: If you are on a mobile device, you have
the
option
to
to
scan
the
product barcode… Select an integration
to
link
to
the
purchase 3… Access
to
retail concessions
How
to
use
Zapier
to
sync data into Endear
Learn
how
to
connect hundreds of other apps
to
Endear with Zapier in order
to
keep your data up-
to
-date… Applies
to
: Admins [Inline Video] Watch this quick video
to
see
how
to
connect any app
to
Endear using… Generate an API key from within
the
Integrations page in your Endear account
to
connect your Endear account
How
to
Use
Email CC in Endear
Add a team member
to
customer email conversations for better collaboration and visibility…
The
email address does not have
to
be an existing user in Endear and adding someone
to
the
CC will not… Applies
to
: All
The
email CC feature in Endear allows you
to
copy one additional recipient on your
