https://healthdesk.ai/blog daily 0.75 2026-01-19 https://healthdesk.ai/blog/how-to-connect-facebook-and-instagram-leads-to-mindbody-and-healthdesk-for-real-time-lead-nurturing monthly 0.5 2025-11-18 https://healthdesk.ai/blog/healthdeskai-vs-loopspark monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e48a176a-24dd-420d-8f61-e2ba4ebb9ed6/HealthdeskAI+vs+LoopSpark%3A+Best+CRM+%26+Automation+Platform+for+Mindbody+Fitness+Studios HealthdeskAI Blog - HealthdeskAI vs. LoopSpark - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://healthdesk.ai/blog/healthdeskai-vs-podium monthly 0.5 2025-11-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/4f264204-6002-4274-a4cf-905357e2b463/HealthdeskAI+vs.+Podium HealthdeskAI Blog - HealthdeskAI vs. Podium - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://healthdesk.ai/blog/healthdeskai-vs-mindbody-marketing-suite monthly 0.5 2025-10-21 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/f2eeef28-9f30-4cd4-bbfb-582c1caf0707/HealthdeskAI+vs.+Mindbody+Marketing+Suite+%E2%80%94+Which+Is+Better+for+Studio+Growth%3F HealthdeskAI Blog - HealthdeskAI vs. Mindbody Marketing Suite - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://healthdesk.ai/blog/healthdeskai-vs-loyalsnap monthly 0.5 2025-10-21 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e1aaf01d-e5dd-4ced-b0a3-9801c19eb3b9/HealthdeskAI+vs.+Loyalsnap+%E2%80%93+Which+Client+Engagement+Platform+is+Best+for+Fitness+Studios%3F HealthdeskAI Blog - HealthdeskAI vs. Loyalsnap - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://healthdesk.ai/blog/healthdeskai-vs-mindbody-messengerai monthly 0.5 2025-10-21 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/f2eeef28-9f30-4cd4-bbfb-582c1caf0707/Healthdesk+vs.+Mindbody+Messenger%5Bai%5D+%E2%80%93+AI+Receptionist+%26+CRM+Feature+Comparison HealthdeskAI Blog - Healthdesk vs. Mindbody Messenger[ai] - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://healthdesk.ai/blog/negative-fitness-advertisements-impact monthly 0.5 2025-07-07 https://healthdesk.ai/blog/boosting-gyms-client-engagement-with-ai monthly 0.5 2025-03-25 https://healthdesk.ai/blog/chatbots-vs-ai-agents-for-gyms monthly 0.5 2025-03-20 https://healthdesk.ai/blog/ai-tools-for-fitness-wellness-businesses monthly 0.5 2026-01-17 https://healthdesk.ai/blog/8-ways-ai-can-help-your-fitness-or-wellness-business-thrive monthly 0.5 2025-03-15 https://healthdesk.ai/blog/ai-sales-agents-for-gym-leads monthly 0.5 2025-03-15 https://healthdesk.ai/blog/fitness-intro-offers monthly 0.5 2025-03-15 https://healthdesk.ai/blog/how-to-handle-google-reviews-optimize-your-business-profile monthly 0.5 2025-03-15 https://healthdesk.ai/blog/build-versus-buy-gym-crm-software monthly 0.5 2025-03-15 https://healthdesk.ai/blog/top-fitness-technology-events-in-2026 monthly 0.5 2026-01-19 https://healthdesk.ai/blog/healthdeskai-fitness-tech-crm-chatbots monthly 0.5 2025-03-15 https://healthdesk.ai/blog/us-a2p-10dlc-registration-process monthly 0.5 2025-07-07 https://healthdesk.ai/customer-stories daily 0.75 2026-04-01 https://healthdesk.ai/customer-stories/pilatesmith monthly 0.5 2026-04-01 https://healthdesk.ai/customer-stories/erase-spa-new-york monthly 0.5 2026-03-25 https://healthdesk.ai/customer-stories/my-pilates-247 monthly 0.5 2026-03-25 https://healthdesk.ai/customer-stories/greater-boston-addiction-centers monthly 0.5 2026-03-25 https://healthdesk.ai/customer-stories/f45-training-long-island monthly 0.5 2026-03-25 https://healthdesk.ai/customer-stories/anytime-fitness-monroe monthly 0.5 2025-10-14 https://healthdesk.ai/customer-stories/the-club-at-city-center monthly 0.5 2025-10-14 https://healthdesk.ai/customer-stories/core-fitness-fargo monthly 0.5 2025-10-14 https://healthdesk.ai/customer-stories/frame-tempe monthly 0.5 2025-10-14 https://healthdesk.ai/customer-stories/br-fitness-alaska monthly 0.5 2024-01-14 https://healthdesk.ai/customer-stories/f45-training-lake-norman monthly 0.5 2025-10-14 https://healthdesk.ai/customer-stories/crunch-fitness-northridge monthly 0.5 2025-10-14 https://healthdesk.ai/customer-stories/tremont-athletic-club monthly 0.5 2025-10-14 https://healthdesk.ai/help-center daily 0.75 2026-01-17 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ebb1c04f-145e-452a-b0c3-665fb76115a4/0+logo_Color_horiz_trans.png https://healthdesk.ai/help-center/how-to-set-up-lead-nurturing-automations-by-lead-source-in-healthdeskai monthly 0.5 2026-01-05 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/10fc6c4a-75fb-428f-b886-a04b4250b4d5/Screenshot+2026-01-05+at+9.00.27%E2%80%AFAM.png Help Center - How to Set Up Lead Nurturing Automations by Lead Source in HealthdeskAI - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://healthdesk.ai/help-center/how-to-add-form-and-info-capture-to-your-web-chat-bot-in-healthdeskai monthly 0.5 2026-01-17 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/4008424e-f7f8-496c-a063-410913e874c8/1.+Click+Settings+in+the+left-hand+menu.++2.+Select+the+Web+Chat+tab.++3.+Click+the+Edit+icon+on+your+widget. Help Center - How To Add Form And Info Capture To Your Web Chat Bot in HealthdeskAI - Make it stand out 1. Click Settings in the left-hand menu. 2. Select the Web Chat tab. 3. Click the Edit icon on your widget. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/bc8df26e-5784-4a4d-85e0-75fe505f1504/4.+Choose+the+form+fields+you+want+to+collect.++5.+Mark+any+fields+that+should+be+required.+You+can+require+fields+such+as+name%2C+phone+number%2C+email+address%2C+and+preferred+location.+If+you+have+more+than+one+location+selected%2C+visitors+will+see+a+dropdown+and+must+select+at+least+one+location+before+continuing.png Help Center - How To Add Form And Info Capture To Your Web Chat Bot in HealthdeskAI - Make it stand out 4. Choose the form fields you want to collect. 5. Mark any fields that should be required. You can require fields such as name, phone number, email address, and preferred location. If you have more than one location selected, visitors will see a dropdown and must select at least one location before continuing. 6. Customize your widget content, including the headline, description, welcome message, and greeting message, to match your brand and guide visitors into the conversation. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/d0c4b821-026e-44d3-8664-ffd35ee815dd/7.+Choose+a+primary+color+and+secondary+color+to+match+the+widget+to+your+brand.++8.+Upload+an+image+to+display+in+your+chat+widget%2C+such+as+your+logo+or+brand+mark.++9.+Scroll+down+and+click+Save.++After+saving%2C+refresh+your+website.+The+updated+form+fields+should+appear+in+the+chat+widget+right+away. Help Center - How To Add Form And Info Capture To Your Web Chat Bot in HealthdeskAI - Make it stand out 7. Choose a primary color and secondary color to match the widget to your brand. 8. Upload an image to display in your chat widget, such as your logo or brand mark. 9. Scroll down and click Save. After saving, refresh your website. The updated form fields should appear in the chat widget right away. https://healthdesk.ai/help-center/how-to-install-your-ai-agent-web-chat-widget-on-your-website monthly 0.5 2026-01-17 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/bd855633-1d70-453a-b93c-ec2ec3523002/1.+Open+Healthdesk+Settings%3A+From+the+navigation+menu+on+the+left+side+of+your+Healthdesk+dashboard%2C+click+Settings. Help Center - How to Install Your AI Agent Web Chat Widget on Your Website - Make it stand out 1. Open Healthdesk Settings: From the navigation menu on the left side of your Healthdesk dashboard, click Settings. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/b26d5d09-9c25-4efc-940f-1aba78d885c2/2.+Select+Web+Chat%3A+Inside+Settings%2C+click+Web+Chat+to+open+the+widget+configuration+panel. Help Center - How to Install Your AI Agent Web Chat Widget on Your Website - Make it stand out 2. Select Web Chat: Inside Settings, click Web Chat to open the widget configuration panel. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/4e393eb3-0986-4c23-a53f-3b7994cd715b/3.+Get+your+code+snippet%3A+On+the+right+side+of+the+Web+Chat+page%2C+click+the+Code+Snippet+button. Help Center - How to Install Your AI Agent Web Chat Widget on Your Website - Make it stand out 3. Get your code snippet: On the right side of the Web Chat page, click the Code Snippet button. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/714ea69b-1751-496d-9c6e-994191403b01/5.+Add+the+snippet+to+your+website%3A+Open+your+website+builder+or+CMS.+Paste+the+snippet+into+your+site+header+or+global+header+code+section.+This+ensures+the+chat+widget+loads+on+every+page+of+your+site. Help Center - How to Install Your AI Agent Web Chat Widget on Your Website - Make it stand out 5. Add the snippet to your website: Open your website builder or CMS. Paste the snippet into your site header or global header code section. This ensures the chat widget loads on every page of your site. You can also add the snippet to the header of a specific page to limit where it appears. For example, a franchise with multiple locations could embed our widget on just one location page to try it out before rolling it out across the entire site. https://healthdesk.ai/help-center/how-to-connect-facebook-messenger-and-instagram-direct-to-your-ai-agent-in-healthdesk monthly 0.5 2025-11-18 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/6bc8358a-51e7-447b-a264-3a27e63f1032/1.+Log+in+to+manage+your+Facebook+Page+and+click+Settings+from+the+navigation+menu+on+the+left. Help Center - How to Connect Facebook Messenger and Instagram Direct to Your AI Agent in Healthdesk - Make it stand out 1. Log in to manage your Facebook Page and click Settings from the navigation menu on the left. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/4c0836bd-3f4d-49a6-b087-706858878b06/2.+Click+Page+setup+from+the+navigation+menu+on+the+left. Help Center - How to Connect Facebook Messenger and Instagram Direct to Your AI Agent in Healthdesk - Make it stand out 2. Click Page setup from the navigation menu on the left. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/8acd8919-b896-4ac9-8cdd-a18c24812463/3.+Select+Page+access. Help Center - How to Connect Facebook Messenger and Instagram Direct to Your AI Agent in Healthdesk - Make it stand out 3. Select Page access. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/9a742b21-4f6a-4c5f-9935-9970e95ed186/4.+Click+%E2%80%9CAdd+New%E2%80%9D+next+to+People+with+Facebook+access. Help Center - How to Connect Facebook Messenger and Instagram Direct to Your AI Agent in Healthdesk - Make it stand out 4. Click “Add New” next to People with Facebook access. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/00e46e04-fa4c-431c-8bab-da1f61c36f8c/5.+Click+%E2%80%9CNext%E2%80%9D%2C+then+type%2C+%E2%80%9CHealthdesk+AI%E2%80%9D.+Select+the+profile+from+the+search+results. Help Center - How to Connect Facebook Messenger and Instagram Direct to Your AI Agent in Healthdesk - Make it stand out 5. Click “Next”, then type, “Healthdesk AI”. Select the profile from the search results. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/16bea1bb-611f-4c60-9446-416318428d10/6.+Toggle+%E2%80%9CAllow+this+person+to+have+full+control%E2%80%9D+to+the+On+position%2C+and+then+click+%E2%80%9CGive+Access%E2%80%9D.+++Enter+your+Facebook+password+and+select+Confirm. Help Center - How to Connect Facebook Messenger and Instagram Direct to Your AI Agent in Healthdesk - Make it stand out 6. Toggle “Allow this person to have full control” to the On position, and then click “Give Access”. Enter your Facebook password and select Confirm. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/232319e8-0d80-49fb-9d6d-4d6da2c9b68c/1.+Open+your+Healthdesk+Inbox+and+click+Settings+from+the+navigation+menu+on+the+left.++2.+Select+the+location+you+want+to+connect+to+Facebook+and+Instagram.++3.+Scroll+down+and+click+the+%E2%80%9CLogin+with+Facebook%E2%80%9D+button+at+the+bottom+of+the+page.++4.+Follow+the+prompts+to+connect+your+Page. Help Center - How to Connect Facebook Messenger and Instagram Direct to Your AI Agent in Healthdesk - Make it stand out 1. Open your Healthdesk Inbox and click Settings from the navigation menu on the left. 2. Select the location you want to connect to Facebook and Instagram. 3. Scroll down and click the “Login with Facebook” button at the bottom of the page. 4. Follow the prompts to connect your Page. https://healthdesk.ai/help-center/healthdeskai-customer-referral-program monthly 0.5 2025-10-22 https://healthdesk.ai/help-center/how-to-mark-conversations-as-unread-in-the-healthdeskai-inbox monthly 0.5 2025-10-14 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a31ce05e-d8ae-41f8-8e88-6af04048414f/1.+Identify+Unread+Conversations%3A+Unread+conversations+are+marked+with+a+red-filled+circle.+You%E2%80%99ll+also+see+the+total+number+of+unread+messages+displayed+next+to+Inbox+in+the+left+navigation+menu. Help Center - How to Mark Conversations As Unread in the HealthdeskAI Inbox - Make it stand out 1. Identify Unread Conversations: Unread conversations are marked with a red-filled circle. You’ll also see the total number of unread messages displayed next to Inbox in the left navigation menu. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/9f2a5b28-6566-4b7e-8c7e-f69fa341503a/2.+Filter+Unread+Conversations%3A+To+view+only+unread+messages%2C+toggle+the+Unread+filter+at+the+top+of+your+Inbox+list. Help Center - How to Mark Conversations As Unread in the HealthdeskAI Inbox - Make it stand out 2. Filter Unread Conversations: To view only unread messages, toggle the Unread filter at the top of your Inbox list. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ed9ab2ee-c0fe-4e8e-bb2a-a0e2465bc201/3.+Mark+a+Conversation+as+Unread%3A+To+mark+any+conversation+as+unread%2C+open+the+conversation+and+click+the+Mark+as+Unread+icon+at+the+top+of+the+conversation+history. Help Center - How to Mark Conversations As Unread in the HealthdeskAI Inbox - Make it stand out 3. Mark a Conversation as Unread: To mark any conversation as unread, open the conversation and click the Mark as Unread icon at the top of the conversation history. https://healthdesk.ai/help-center/understanding-conversation-status-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ab0d9608-cb16-4810-b63a-a38fa0485c73/When+a+convo+is+Assigned+to+AI%2C+you%E2%80%99ll+notice+there%E2%80%99s+no+text+box+in+the+chat+window.+This+means+it%E2%80%99s+fully+in+the+AI%E2%80%99s+hands+%E2%80%94+you+can%E2%80%99t+manually+message+the+user+unless+you+reopen+it. Help Center - Understanding Conversation Status in HealthdeskAI - Make it stand out When a convo is Assigned to AI, you’ll notice there’s no text box in the chat window. This means it’s fully in the AI’s hands — you can’t manually message the user unless you reopen it. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/fa183ea6-4596-42cb-aa94-7315407c3f8c/You%E2%80%99ll+now+see+a+text+box+at+the+bottom+%28you+can+reply%29%2C+but+the+header+won%E2%80%99t+show+a+teammate+name+yet+since+it%E2%80%99s+not+assigned.+All+teammates+with+Handoff+Alerts+turned+on+will+get+notified+about+new+messages+in+this+convo. Help Center - Understanding Conversation Status in HealthdeskAI - Make it stand out You’ll now see a text box at the bottom (you can reply), but the header won’t show a teammate name yet since it’s not assigned. All teammates with Handoff Alerts turned on will get notified about new messages in this convo. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/0fb997f0-5b93-4599-84dd-0690cff91555/Once+assigned%2C+the+header+will+display+%E2%80%9CAssigned+to+%7B%7BteammateName%7D%7D.%E2%80%9D+Only+that+teammate+will+get+alerts+for+new+messages. Help Center - Understanding Conversation Status in HealthdeskAI - Make it stand out Once assigned, the header will display “Assigned to {{teammateName}}.” Only that teammate will get alerts for new messages. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e18ca8b7-a1c7-4dd7-bf35-ed3cfbbad28c/Important%3A+Sending+a+message+in+an+unassigned+convo+does+not+automatically+assign+it+to+you.+You+must+click+Assign+to+Me+to+claim+it. Help Center - Understanding Conversation Status in HealthdeskAI - Make it stand out Important: Sending a message in an unassigned convo does not automatically assign it to you. You must click Assign to Me to claim it. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/296fef1e-759a-4819-9895-73173e1d7d46/If+the+conversation+happens+through+Web+Chat+or+In-App+Chat%2C+the+end+user+will+see+that+teammate%E2%80%99s+name+in+their+chat+window.++SMS%2C+Facebook%2C+Instagram%2C+and+email+channels+do+not+display+the+teammate+name+to+users. Help Center - Understanding Conversation Status in HealthdeskAI - Make it stand out When a teammate responds through Web Chat or In-App Chat, the end user will see that teammate’s name in their chat window. SMS, Facebook, Instagram, and email channels do not display the teammate name to users. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/aba2d59c-6696-4503-ac73-0d6d24b6997e/The+AI+will+start+responding+again+when+the+user+messages. Help Center - Understanding Conversation Status in HealthdeskAI - Make it stand out The AI will start responding again when the user messages. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/1264514e-5960-4422-adbe-85aa6f07a4c8/You%E2%80%99ll+see+a+small+Automation+icon+next+to+the+timestamp+when+this+happens. Help Center - Understanding Conversation Status in HealthdeskAI - Make it stand out You’ll see a small Automation icon next to the timestamp when this happens. https://healthdesk.ai/help-center/how-to-make-phone-calls-from-your-business-number-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/d5166abd-9e30-43c6-98bc-2f99ee576a2f/1.+Open+the+Dialpad%3A+From+the+header+of+any+page+%28Dashboard+or+Inbox%29%2C+click+the+phone+icon+to+open+the+Dialpad. Help Center - How to Make Phone Calls from Your Business Number in HealthdeskAI - Make it stand out 1. Open the Dialpad: From the header of any page (Dashboard or Inbox), click the phone icon to open the Dialpad. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/b2ff9982-2871-4797-9ccb-518621748112/2.+Select+Your+Call+From+Location%3A+Choose+the+correct+location+from+the+%E2%80%9CCall+From%E2%80%9D+dropdown+so+the+call+displays+your+business+number. Help Center - How to Make Phone Calls from Your Business Number in HealthdeskAI - Make it stand out 2. Select Your Call From Location: Choose the correct location from the “Call From” dropdown so the call displays your business number. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/19cf548e-b321-4352-8ca5-a0e8f6fc05ac/3.+Search+for+a+Contact%3A+Click+the+%E2%80%9CTo%E2%80%9D+field+and+search+by+name+or+number.+Your+Mindbody+contacts+will+appear+automatically+in+a+dropdown+list. Help Center - How to Make Phone Calls from Your Business Number in HealthdeskAI - Make it stand out 3. Search for a Contact: Click the “To” field and search by name or number. Your Mindbody contacts will appear automatically in a dropdown list. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a8aca23c-96dd-4060-bf17-b25265500ef8/4.+Enter+a+Number+%28Optional%29%3A+If+the+person+isn%E2%80%99t+in+your+database%2C+type+their+phone+number+manually. Help Center - How to Make Phone Calls from Your Business Number in HealthdeskAI - Make it stand out 4. Enter a Number (Optional): If the person isn’t in your database, type their phone number manually. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/943267c9-2c1c-4c27-bafd-379a3413f28d/5.+Start+the+Call%3A+Once+ready%2C+click+Call.+Ensure+your+audio+and+mic+are+connected+%E2%80%94+the+call+will+begin+ringing. Help Center - How to Make Phone Calls from Your Business Number in HealthdeskAI - Make it stand out 5. Start the Call: Once ready, click Call. Ensure your audio and mic are connected — the call will begin ringing. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/450df559-351b-439e-a308-4e233bbd03f6/6.+Manage+Your+Call%3A+During+the+call%2C+use+the+mic+icon+to+mute+if+needed%2C+or+click+the+red+End+button+to+disconnect+when+finished. Help Center - How to Make Phone Calls from Your Business Number in HealthdeskAI - Make it stand out 6. Manage Your Call: During the call, use the mic icon to mute if needed, or click the red End button to disconnect when finished. https://healthdesk.ai/help-center/how-to-start-a-new-sms-text-conversation-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/63223bc4-bd29-4f94-828e-99bfd6254e43/1.+From+the+left+sidebar%2C+click+Inbox.+Then%2C+press+the+red+plus+%28%2B%29+button+at+the+bottom+labeled+New+Message. Help Center - How to Start a New SMS Text Conversation in HealthdeskAI - Make it stand out 1. From the left sidebar, click Inbox. Then, press the red plus (+) button at the bottom labeled New Message. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/d2a81894-b0ac-4a28-a62a-8d0f4b1512fd/2.+In+the+new+message+window%2C+select+the+Location+you+want+to+send+from. Help Center - How to Start a New SMS Text Conversation in HealthdeskAI - Make it stand out 2. In the new message window, select the Location you want to send from. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/4aa0d40e-df08-46f3-bd9d-d179217012b2/3.+Type+a+phone+number+directly%2C+or+click+Find+to+search+by+name+or+number+from+your+connected+Mindbody+database. Help Center - How to Start a New SMS Text Conversation in HealthdeskAI - Make it stand out 3. Type a phone number directly, or click Find to search by name or number from your connected Mindbody database. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/5707193b-2751-447c-8b60-4a8f86fdf06b/4.+Write+your+message+in+the+text+box%2C+then+click+Send. Help Center - How to Start a New SMS Text Conversation in HealthdeskAI - Make it stand out 4. Write your message in the text box, then click Send. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a8c08ae3-4067-461e-a7a4-f27f7a5cea3f/5.+Once+sent%2C+the+conversation+will+be+automatically+opened+and+assigned+to+you. Help Center - How to Start a New SMS Text Conversation in HealthdeskAI - Make it stand out 5. Once sent, the conversation will be automatically opened and assigned to you. https://healthdesk.ai/help-center/using-private-notes-to-collaborate-internally-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/38941657-681a-42b0-8d3f-cb16d1d5ac01/1.+In+the+Inbox%2C+open+a+client+conversation%2C+then+click+Notes+in+the+top-right+corner. Help Center - Using Private Notes to Collaborate Internally in HealthdeskAI - Make it stand out 1. In the Inbox, open a client conversation, then click Notes in the top-right corner. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/60f566f8-4be2-44bc-99f3-e2f0ab9cf29d/2.+Type+your+note+in+the+text+box+and+click+Add. Help Center - Using Private Notes to Collaborate Internally in HealthdeskAI - Make it stand out 2. Type your note in the text box and click Add. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ec3ea0cf-eccf-46f1-9290-b2b0dd6a5a4f/3.+To+tag+someone%2C+type+%40+followed+by+their+name+%28e.g.%2C+%40Nick%29.+Press+Tab+or+Enter+to+select. Help Center - Using Private Notes to Collaborate Internally in HealthdeskAI - Make it stand out 3. To tag someone, type @ followed by their name (e.g., @Nick). Press Tab or Enter to select. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/b8690ccf-6862-4e1a-adc6-aa94ae409b41/4.+View+your+Notes+Notifications+anytime+you%E2%80%99re+mentioned+by+clicking+the+notifications+icon+at+the+top+of+your+screen. Help Center - Using Private Notes to Collaborate Internally in HealthdeskAI - Make it stand out 4. When you @ mention someone, they’ll get an in-app notification and, if enabled, an email or SMS alert. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/7888b17f-c59b-428d-a6fd-b60d01711a6a/5.+Click+on+a+notification+to+open+the+note+in+context. Help Center - Using Private Notes to Collaborate Internally in HealthdeskAI - Make it stand out 5. Click on a notification to open the note in context. https://healthdesk.ai/help-center/understanding-message-delivery-statuses-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/705cb0db-d95c-414c-b848-89a9273f3489/Read+%28%E2%9C%93%E2%9C%93+Green%29++Appears+only+for+Email%2C+Web+Chat%2C+or+In-App+Chat+messages+where+read+receipts+are+supported.+It+means+the+recipient+has+opened+or+viewed+the+message. Help Center - Understanding Message Delivery Statuses in HealthdeskAI - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/9f20f06f-408a-48b9-be63-3bb699e7ec61/Failed+%28%E2%9D%8C+Red%29++The+message+or+call+could+not+be+sent+or+processed+by+Healthdesk.+This+occurs+before+the+carrier+receives+the+message. Help Center - Understanding Message Delivery Statuses in HealthdeskAI - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://healthdesk.ai/help-center/how-to-create-an-email-blast-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/8e92f12a-a595-49ba-bf59-276ffd01bcd8/1.+From+the+left+sidebar%2C+click+Blasts+%3E+New+Email+Blast. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 1. From the left sidebar, click Blasts > New Email Blast. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/4c0bfaf9-0ac3-4ec5-a56c-ac522df8bf31/2.+Select+the+email+address+you+want+to+send+from+in+the+Location+dropdown. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 2. Select the email address you want to send from in the Location dropdown. If your email location is not set up, please contact support@m.healthdesk.ai https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/09abfdf6-4a27-4a5b-a278-3286f9d43613/3.+Select+an+Email+Template+or+start+from+scratch+using+the+drag-and-drop+builder. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 3. Select an Email Template or start from scratch using the drag-and-drop builder. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/cd80dc3d-2775-4233-9d2b-0bedb3daad5e/4.+Design+your+email%3A+add+text%2C+images%2C+buttons%2C+and+personalization+fields+%28e.g.%2C+first+name%29. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 4. Design your email: Add text, images, buttons, and personalization fields (e.g., first name). https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/c7f67254-7d4f-4103-8f89-8288918923ba/Review+your+blast+using+the+Preview+button+%28the+%E2%80%9Ceye%E2%80%9D+icon%29+or+send+yourself+a+test+email. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 5. Review your blast using the Preview button (the “eye” icon) or send yourself a test email with the Send Test Email button at the bottom right. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/b3bd25a6-7134-492c-bf95-063ef38e7df3/6.+Click+Save+%26+Continue. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 6. Click Save & Continue. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/c969e92f-f2a7-4a2e-9b45-900beda4e618/7.+Choose+a+Contact+List+or+build+a+new+one+on+the+fly. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 7. Choose a Contact List or build a new one on the fly. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a9581ab5-bbed-47e5-96c9-0b795f762679/8.+Enter+a+Campaign+Name+and+Subject+Line. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 8. Enter a Campaign Name and Subject Line. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/cd440704-fdad-4f85-a4ad-85c0c8a83827/9.+Choose+to+Send+Now%2C+Schedule%2C+or+save+it+as+a+Draft. Help Center - How to Create an Email Blast in HealthdeskAI - Make it stand out 9. Choose to Send Now, Schedule, or save it as a Draft. https://healthdesk.ai/help-center/how-saved-replies-work-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/8615c0e0-9f8c-4d2d-8491-da2092fb536a/1.+From+the+left+sidebar%2C+click+Settings%2C+then+click+Locations%2C+followed+by+the+location+you+want+to+update. Help Center - How Saved Replies Work in HealthdeskAI - Make it stand out 1. From the left sidebar, click Settings, then click Locations, followed by the location you want to update. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/df7668c4-c7ac-4b0c-8362-9a98e7558895/2.+Once+inside+the+location%2C+click+Saved+Replies. Help Center - How Saved Replies Work in HealthdeskAI - Make it stand out 2. Once inside the location, click Saved Replies. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a2a101cf-fc4e-488b-8c5f-ea03d3071da7/3.+Use+your+Saved+Replies+in+a+conversation+by+typing+the+hashtag+sign+%28%23%29+and+selecting+the+template+you%E2%80%99d+like+to+use. Help Center - How Saved Replies Work in HealthdeskAI - Make it stand out 3. Use your Saved Replies in a conversation by typing the hashtag sign (#) and selecting the template you’d like to use. https://healthdesk.ai/help-center/how-to-train-your-ai-agent-from-the-healthdesk-inbox monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/74576548-8cf3-400e-8b9f-d7ef03668d61/1.+From+the+left+sidebar%2C+click+Inbox%2C+select+the+conversation+you+want+to+use+as+an+example%2C+and+then+click+Notes+in+the+top+right+corner+of+the+screen. Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 1. From the left sidebar, click Inbox, select the conversation you want to use as an example, and then click Notes in the top right corner of the screen. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/df081d28-bce1-45cf-887a-9c560a3f0dda/2.+In+the+Notes+composer%2C+type+the+%40+sign+followed+by+%E2%80%9CHealthdesk+Support%E2%80%9D.+Press+Tab+to+select+Healthdesk+Support%2C+and+then+enter+your+instructions+like+this%3A+%E2%80%9CWhen+someone+says+this%2C+respond+with+that.%E2%80%9D Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 2. In the Notes composer, type the @ sign followed by “Healthdesk Support”. Press Tab to select Healthdesk Support, and then enter your instructions like this: “When someone says this, respond with that.” https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/23b3c89d-41ae-435c-99a6-50f56d164f5e/3.+Once+you%E2%80%99ve+finished+typing+your+instructions%2C+click+Add+to+save+them. Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 3. Once you’ve finished typing your instructions, click Add to save them. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/83bf1387-81ee-46e5-9801-9472e03afc7e/4.+Your+new+AI+instructions+will+take+up+to+24+hours+to+propagate. Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 4. Your new AI instructions will take up to 24 hours to propagate. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/0974751d-b491-462a-aef0-340817e334cf/1.+When+you+want+to+add+a+net-new+Q%26As+to+your+AI%E2%80%99s+knowledge+file%2C+first+click+AI+Agents+from+the+navigation+menu+on+the+left. Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 1. When you want to add a net-new Q&As to your AI’s knowledge file, first click AI Agents from the navigation menu on the left. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/d81a3ee7-c7a1-456f-90f0-c18205cd09f1/2.+Select+the+location+you+want+to+edit. Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 2. Select the location you want to edit. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ed34a45d-6735-479b-b61c-5140c5b3bdbb/3.+Click+%E2%80%9CFAQs%E2%80%9D+from+the+control+panel. Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 3. Click “FAQs” from the control panel. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/16201ccb-ceb1-4faa-8657-832b0595e84c/4.+Enter+a+sample+question+that+you+want+to+automate%2C+followed+by+an+associated+answer.+Then%2C+click+%E2%80%9CCreate%E2%80%9D. Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 4. Enter a sample question that you want to automate, followed by an associated answer. Then, click “Create”. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ba032360-a60f-496e-8cf0-0d809922430b/5.+Delete+outdated+FAQs+by+clicking+the+%E2%80%9CX%E2%80%9D+button.+Or%2C+edit+existing+FAQs+and+click+the+checkmark+to+save+your+changes. Help Center - How to Train Your AI Agent from the Healthdesk Inbox - Make it stand out 5. Delete outdated FAQs by clicking the “X” button. Or, edit existing FAQs and click the checkmark to save your changes. https://healthdesk.ai/help-center/how-to-reset-your-password-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a112f299-939c-446d-af4e-714aabe5a7b0/1.+On+the+login+page%2C+enter+your+email+address+and+click+Submit. Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 1. On the login page, enter your email address and click Submit. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/192bdb2c-d7d1-450c-b917-68d58898b6bd/2.+Click+%E2%80%9CClick+here+to+get+a+password+reset+link.%E2%80%9D Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 2. Click “Click here to get a password reset link.” https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ae82e377-b09a-4cfa-af74-77a18cfcd8be/3.+Check+your+email+inbox+for+the+password+reset+email. Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 3. Check your email inbox for the password reset email. If you don’t see the email, check your email Spam or Junk folder. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/dc0548c1-104d-4159-84cd-711c6fc81caf/4.+Once+located%2C+open+the+email+and+click+the+secure+reset+link+to+create+a+new+password+of+your+choice. Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 4. Once located, open the email and click the secure reset link to create a new password of your choice. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ee663ed5-0d5b-4976-b015-d09eb393b97f/5.+Enter+your+new+password+and+click+Reset. Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 5. Enter your new password and click Reset. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/5a725ad1-9473-4074-b626-1aa84c3bba3e/1.png Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 6. Click “Go to login page” to sign in. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/d6e14210-8467-41e7-b1de-711dc2924e9c/7.+Log+in+with+your+email+address+and+new+password. Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 7. Log in with your email address and new password. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/932c2fe5-2e86-46c1-b918-cabaf0630c0f/1.+Enter+your+phone+number+without+any+spaces+or+characters+including+parentheses%2C+dashes%2C+and+periods.+Then%2C+click+%E2%80%9CSubmit%E2%80%9D. Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 1. Enter your phone number without any spaces or characters including parentheses, dashes, and periods. Then, click “Submit”. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/db03b7f1-ae14-4d9f-94c7-a37d22bd3235/2.+Check+your+phone+for+the+verification+code+text+message.+Copy+the+6-digit+code. Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 2. Check your phone for the verification code text message. Copy the 6-digit code. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e16b6750-8002-4ade-8e00-3da5abef0373/3.+Enter+the+6-digit+verification+code+into+Healthdesk+and+click+%E2%80%9CVerify%E2%80%9D+to+finish+logging+in. Help Center - How to Reset Your Password in HealthdeskAI - Make it stand out 3. Enter the 6-digit verification code into Healthdesk and click “Verify” to finish logging in. Once you’re logged in, click Profile from the navigation menu on the left. Then, enter your new password and click Save. https://healthdesk.ai/help-center/how-to-make-and-receive-phone-calls-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ad98ea08-7433-41b9-9a90-29b95139dd3f/1.+From+the+left+sidebar%2C+click+Inbox+to+view+your+recent+client+conversations.+Select+a+contact+to+open+their+message+thread%2C+then+click+the+Phone+icon+to+start+the+call. Help Center - How to Make and Receive Phone Calls in HealthdeskAI - Make it stand out 1. From the left sidebar, click Inbox to view your recent client conversations. Select a contact to open their message thread, then click the Phone icon to start the call. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/f6c64a7d-b63c-4b38-9ecc-aef110418b9f/2.+A+pop-up+window+appears+displaying+the+contact%E2%80%99s+phone+number.+Click+Call+to+initiate+the+outgoing+call. Help Center - How to Make and Receive Phone Calls in HealthdeskAI - Make it stand out 2. A pop-up window appears displaying the contact’s phone number. Click Call to initiate the outgoing call. NOTE: If this your first time making a call from this browser, you’ll need to connect your mic and audio before starting the call. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/3729317a-3503-479c-9489-a166e41df875/3.+Once+connected%2C+the+call+window+will+display+a+keypad%2C+Mute+button%2C+and+an+End+button. Help Center - How to Make and Receive Phone Calls in HealthdeskAI - Make it stand out 3. Once connected, the call window will display a keypad, Mute button, and an End button. Use the keypad if you need to enter digits, menu selections, or extensions during the call. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a547e374-38df-4fdf-a45f-469152908358/4.+After+the+call+ends%2C+HealthdeskAI+automatically+logs+the+interaction+in+the+client%E2%80%99s+conversation+thread+and+your+call+logs. Help Center - How to Make and Receive Phone Calls in HealthdeskAI - Make it stand out 4. After the call ends, HealthdeskAI automatically logs the interaction in the client’s conversation thread and your call logs. Call logs can be accessed by clicking "Calls" from the navigation menu on the left side of your screen. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/28463f70-5f86-49d2-bf1c-d8727a306a7a/2.+To+mark+yourself+as+%E2%80%9COnline%E2%80%9D%2C+click+your+profile+photo+in+the+top+right+corner.+Then+click+%E2%80%9COnline%E2%80%9D.+You+should+see+the+red+circle+turn+green. Help Center - How to Make and Receive Phone Calls in HealthdeskAI - Make it stand out 2. To mark yourself as “Online”, click your profile photo in the top right corner. Then click “Online”. You should see the red circle turn green. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/c84d52b4-baac-4331-8a13-cd06cf71e2a3/3.+When+you+are+marked+as+%E2%80%9COnline%E2%80%9D+and+an+incoming+call+is+received%2C+a+window+will+pop-up+with+options+to+Accept%2Fanswer+or+Reject%2Fdecline+the+call. Help Center - How to Make and Receive Phone Calls in HealthdeskAI - Make it stand out 3. When you are marked as “Online” and an incoming call is received, a window will pop-up with options to Accept/answer or Reject/decline the call. https://healthdesk.ai/help-center/how-to-take-over-a-conversation-from-your-ai-agent-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ac582a73-0840-488a-aeb4-c2363c6af9f9/1.+From+the+left+sidebar%2C+click+Inbox%2C+and+then+select+a+conversation+to+view+it. Help Center - How to Take Over a Conversation from Your AI Agent in HealthdeskAI - Make it stand out 1. From the left sidebar, click Inbox, and then select a conversation to view it. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/294a62d2-38db-4dc2-a2b8-0b61cb00c753/2.+Click+the+Assign+to+Me+button+to+claim+the+conversation.+Doing+this+will+prevent+your+AI+Agent+from+responding+to+new+incoming+messages+from+this+user. Help Center - How to Take Over a Conversation from Your AI Agent in HealthdeskAI - Make it stand out 2. Click the Assign to Me button to claim the conversation. Doing this will prevent your AI Agent from responding to new incoming messages from this user. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/9523ae5c-ddf4-421a-a566-1db5adf27302/3.+Click+the+Assign+to+Teammate+button+to+assign+the+conversation+to+someone+on+your+team.+Doing+this+will+prevent+your+AI+Agent+from+responding+to+new+incoming+messages+from+this+user. Help Center - How to Take Over a Conversation from Your AI Agent in HealthdeskAI - Make it stand out 3. Click the Assign to Teammate button to assign the conversation to someone on your team. Doing this will prevent your AI Agent from responding to new incoming messages from this user. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/2034d541-f175-4132-b5f7-669cb915495c/4.+Click+the+Assign+to+AI+button+to+hand+the+conversation+back+to+your+AI+Agent.+Doing+this+will+re-enable+your+AI+Agent+to+respond+to+new+incoming+messages+from+this+user. Help Center - How to Take Over a Conversation from Your AI Agent in HealthdeskAI - Make it stand out 4. Click the Assign to AI button to hand the conversation back to your AI Agent. Doing this will re-enable your AI Agent to respond to new incoming messages from this user. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/529841a4-4b03-4048-a226-45d460e6a978/5.+When+you+assign+the+conversation+back+to+your+AI+Agent%2C+the+conversation+will+be+removed+from+your+Recent+conversations.+You+can+always+find+this+conversation+again+by+changing+your+inbox+filter+from+%E2%80%9CRecents%E2%80%9D+to+%E2%80%9CAssigned+to+AI%E2%80%9D. Help Center - How to Take Over a Conversation from Your AI Agent in HealthdeskAI - Make it stand out 5. When you assign the conversation back to your AI Agent, the conversation will be removed from your Recent conversations. You can always find this conversation again by changing your inbox filter from “Recents” to “Assigned to AI”. https://healthdesk.ai/help-center/how-healthdeskai-automations-work-with-your-mindbody-data monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/1075e999-dda2-4743-92b9-0c05f4aeaba2/1.+From+the+left+sidebar%2C+click+Automation. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 1. From the left sidebar, click Automation. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/807ae197-ef55-4a3d-91e8-a0a7887ccfd7/2.+Select+your+Location+if+you+manage+multiple+sites. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 2. Select your Location if you manage multiple sites. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/27e9d587-975b-4894-9331-1a5400e81ae7/3.+Click+Set+Custom+Send+Window+to+choose+the+hours+when+your+automated+messages+can+be+sent+%28e.g.%2C+8+AM%E2%80%938+PM%29. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 3. Click Set Custom Send Window to choose the hours when your automated messages can be sent (e.g., 8 AM–8 PM). https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/00574619-18f6-4e37-848f-edde770b9dd5/4.+Click+%E2%80%9CSet+custom+Send+Window%E2%80%9D+to+save+your+changes. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 4. Click “Set custom Send Window” to save your changes. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/6256f9c5-b927-4382-a45a-5b91b60216ae/5.+Activate+an+automation+by+toggling+its+Status+to+the+On+position+%28red%29. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 5. Activate an automation by toggling its Status to the On position (red). https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ea496a39-19d4-405b-a83d-0865be28a5cb/6.+Give+your+AI+Agent+its+Instructions+on+what+to+say+and+when.+Click+Submit+to+save+your+changes. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 6. Give your AI Agent its Instructions on what to say and when. Click Submit to save your changes. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/6dfe970e-c141-4a4c-a857-6a996e4c8173/7.+Some+automations+go+beyond+a+one-time+message+by+giving+your+AI+Agent+Follow-up+Instructions+on+what+to+say+and+when. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 7. Some automations go beyond a one-time message by giving your AI Agent Follow-up Instructions on what to say and when. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/74872fe5-db71-4fd8-98a2-ee85bdd75b61/8.+You+can+also+apply+Conditions%2C+like+unenrolling+leads+after+they+book+or+reply+a+certain+number+of+times. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 8. You can also apply Conditions, like unenrolling leads after they book or reply a certain number of times. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/1264514e-5960-4422-adbe-85aa6f07a4c8/9.+When+viewing+conversations+in+Healthdesk%2C+any+text+message+sent+by+an+Automation+will+display+the+Automation+icon+before+the+message%E2%80%99s+name%2C+date%2C+and+time+stamp.. Help Center - How HealthdeskAI Automations Work with Your Mindbody Data - Make it stand out 9. When viewing conversations in Healthdesk, any text message sent by an Automation will display the Automation icon before the message’s name, date, and time stamp.. https://healthdesk.ai/help-center/how-to-set-healthdeskai-alert-preferences monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ddc31e40-b788-4fcf-92e2-8bcc8f6aba26/1.+From+the+left+sidebar%2C+click+Profile+to+open+your+account+settings. Help Center - How to Set HealthdeskAI Alert Preferences - Make it stand out 1. From the left sidebar, click Profile to open your account settings. https://healthdesk.ai/help-center/how-to-manage-conversations-in-the-healthdeskai-inbox monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/b829991d-9df0-4dc3-9807-0c00b6544b45/1.+From+the+left+sidebar%2C+click+Inbox+to+open+your+message+conversations. Help Center - How to Manage Conversations in the HealthdeskAI Inbox - Make it stand out 1. From the left sidebar, click Inbox to open your message conversations. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/b96ec495-ae30-46b5-aacb-dbcf4fe7ac76/2.+In+the+action+bar+above+of+the+conversation+window%2C+you+have+several+options+to+manage+each+conversation. Help Center - How to Manage Conversations in the HealthdeskAI Inbox - Make it stand out 2. In the action bar above of the conversation window, you have several options to manage each conversation. https://healthdesk.ai/help-center/understanding-pipelines-and-stage-definitions-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/af64562d-3563-4a8e-9afb-6358c22f52a7/1.+From+the+left+sidebar%2C+click+Pipelines. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 1. From the left sidebar, click Pipelines. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e02a769d-3365-49e4-8d94-8f9c7d1cb74d/Use+the+Location+dropdown+at+the+top+to+select+which+location%E2%80%99s+pipeline+you+want+to+view. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 2. Use the Location dropdown at the top to select which location’s pipeline you want to view. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/17e6ecf0-8dca-4402-9fe5-1a5686c0185f/3.+Click+the+Settings+icon+%28top-right%29+to+open+Pipeline+Settings.+Your+changes+will+apply+to+your+account+only%2C+and+won%E2%80%99t+affect+other+teammates. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 3. Click the Settings icon (top-right) to open Pipeline Settings. Your changes will apply to your account only, and won’t affect other teammates. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/f64f86d0-274f-41bd-bc0e-6b2577d37a01/4.+Choose+between+Default%2C+Name+Only%2C+or+Compact+card+styles. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 4. Choose between Default, Name Only, or Compact card styles. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/ebb9f212-d9ab-4019-9602-958153cd43a4/Default+card+style+shows+full+lead+details%2C+already+expanded. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out Default card style shows full lead details, already expanded. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/956f4a57-c367-476f-874d-8352d4f74ae1/Name+only+card+style+shows+the+lead%E2%80%99s+first+and+last+name+so+you.+can+see+more+cards+on+the+screen+at+one+time. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out Name only card style shows the lead’s first and last name so you. can see more cards on the screen at one time. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/2623928f-4137-4f8d-a58d-5524284dee80/Compact+card+style+provides+a+condensed+layout+for+viewing+more+leads+at+once%2C+while+maintaining+action+button+and+creation+date+visibility.+Click+the+lead%E2%80%99s+name+to+expand+more+details. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out Compact card style provides a condensed layout for viewing more leads at once, while maintaining action button and creation date visibility. Click the lead’s name to expand more details. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/0f03a7ad-2c38-4992-80ff-c5a69ca197cf/5.+Toggle+stages+On%2FOff+to+simplify+your+view.+Drag-and-drop+stages+into+the+order+you+want+to+see+them. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 5. Toggle stages On/Off to simplify your view. Drag-and-drop stages into the order you want to see them. The stage at the top appears on the far left of your pipeline, while the stage at the bottom appears on the far right. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/cc47dec2-3f8f-450a-bfd1-6fdf3af30d21/6.+Reset+your+pipeline+to+its+default+setup+anytime+%E2%80%94+no+data+will+be+lost.+Your+hidden+leads+will+remain+hidden. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 6. Reset your pipeline to its default setup anytime — no data will be lost. Your hidden leads will remain hidden. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/36ea0fb4-d687-4e5e-ab7a-59b5d23d8424/7.+Always+click+Save+to+apply+your+updates. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 7. Always click Save to apply your updates. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/64e75b27-4557-4e15-b4dc-7ed61906e9ed/8.+Your+pipeline+automatically+refreshes+hourly+with+new+data+from+Mindbody.+You+can+also+click+the+Refresh+icon+next+to+any+stage+to+pull+the+latest+data+instantly. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 8. Your pipeline automatically refreshes hourly with new data from Mindbody. You can also click the Refresh icon next to any stage to pull the latest data instantly. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/3fb75bb8-1755-4eab-b64f-8a8ce42f5cd7/9.+Use+the+Text%2C+Call%2C+and+Email+action+buttons+to+engage+your+leads.+The+action+button+will+turn+green+for+the+day%2C+making+it+easy+for+managers+to+hold+their+team+accountable. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out 9. Use the Text, Call, and Email action buttons to engage your leads. The action button will turn green for the day, making it easy for managers to hold their team accountable. The buttons revert to white the following day. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/888f6586-3209-44df-aeda-889020552f4b/Screenshot+2025-10-11+at+3.55.51%E2%80%AFPM.png Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out To hide a lead, click the eye icon. Leads cannot be deleted — only hidden or unhidden. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/9de55513-d77c-4d28-b5f7-b4ce2dc7305e/To+unhide%2C+find+them+in+the+Hidden+stage+and+click+the+eye+icon+again. Help Center - Understanding Pipelines and Stage Definitions in HealthdeskAI - Make it stand out To unhide, find them in the Hidden stage and click the eye icon again. https://healthdesk.ai/help-center/how-to-add-a-new-teammate-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/c1709ef7-262d-4aa6-9558-bb7a05718954/1.+From+the+left+sidebar%2C+click+Settings%2C+then+click+Teammates. Help Center - How to Add a New Teammate In HealthdeskAI - Make it stand out 1. From the left sidebar, click Settings, then click Teammates. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/1b1e48df-19ba-49c4-9b3c-d76488ee20bb/2.+Click+the+%2B+New+Teammate+button+in+the+top+right+corner+of+your+screen. Help Center - How to Add a New Teammate In HealthdeskAI - Make it stand out 2. Click the + New Teammate button in the top right corner of your screen. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/78666765-0521-4390-acc8-4f023b644966/3.+Fill+Out+Teammate+Information+by+completing+all+required+fields%2C+including%3A Help Center - How to Add a New Teammate In HealthdeskAI - Make it stand out 3. Fill Out Teammate Information by completing all required fields, including: https://healthdesk.ai/help-center/how-to-use-lists-as-tags-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/4679ac7e-ea3a-45b4-9212-8b6b63a819df/1.+From+the+left+sidebar%2C+click+Inbox+to+access+your+ongoing+conversations.+Then%2C+locate+the+Lists+section+from+the+Details+panel+on+the+right+side+of+the+screen.+You%E2%80%99ll+see+options+to+add+this+user+to+an+existing+list+or+to+Create+new+list. Help Center - How to Use Lists as Tags in HealthdeskAI - Make it stand out 1. From the left sidebar, click Inbox to view ongoing conversations. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/9f5b8676-b310-4feb-b328-df757d03d0c4/2.+From+the+Details+panel+on+the+right+side+of+the+screen%2C+click+Create+new+list%2C+and+a+pop-up+window+titled+Create+new+static+list+will+appear. Help Center - How to Use Lists as Tags in HealthdeskAI - Make it stand out 2. From the Details panel on the right side of the screen, click Create new list, and a pop-up window titled Create new static list will appear. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/90d3948f-2702-441b-9f48-1522cef31b42/3.+Confirm+the+Contact+has+been+added+to+the+list+%28i.e.+has+been+tagged%29+by+viewing+their+list+membership+on+the+Details+panel+of+the+right+side+of+your+screen. Help Center - How to Use Lists as Tags in HealthdeskAI - Make it stand out 3. Confirm the Contact has been added to the list (i.e. has been tagged) by viewing their list membership on the Details panel of the right side of your screen. You can remove this user from this list/tag by clicking the red minus button. https://healthdesk.ai/help-center/your-4-week-domain-warm-up-plan monthly 0.5 2025-10-15 https://healthdesk.ai/help-center/where-can-i-see-my-ai-agents-phone-number-and-email-address-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/153705f3-3ff6-429b-be17-e460e20a798b/1.+From+the+left+sidebar%2C+click+Settings. Help Center - Where Can I See My AI Agent’s Phone Number and Email Address in Healthdesk - Make it stand out 1. From the left sidebar, click Settings. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/f7d10a27-09fc-480c-80f4-cd765b58cff1/2.+Select+the+Location+you+want+to+view. Help Center - Where Can I See My AI Agent’s Phone Number and Email Address in Healthdesk - Make it stand out 2. Select the Location you want to view. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/5d4f3a60-3053-4b1e-bf61-3147ff5c8469/3.+On+the+Details+page%2C+look+for+the+Phone+Number+field. Help Center - Where Can I See My AI Agent’s Phone Number and Email Address in Healthdesk - Make it stand out 3. On the Details page, look for the Phone Number field. This is your AI Agent’s phone number. Your AI’s email address is also displayed here. https://healthdesk.ai/help-center/why-cant-i-see-all-of-my-leads-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e35f9c03-1462-42e4-94c5-c09989ff75f5/1.+Click+the+Pipeline+Settings+%28gear+icon+in+the+top-right%29. Help Center - Why Can’t I See All of My Leads in Healthdesk Pipelines? - Make it stand out 1. Click the Pipeline Settings (gear icon in the top-right). https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/78c60ca8-5fb7-444e-8706-3e5b68bffad3/2.+Make+sure+all+your+Lead+%E2%80%93+No+Intro+stages+are+toggled+on+%28green%29. Help Center - Why Can’t I See All of My Leads in Healthdesk Pipelines? - Make it stand out 2. Make sure all your Lead – No Intro stages are toggled on (green). These stages should cover the following time spans: 1d = past 1 day/24 hours 3d = past 1–3 days 5d = past 3–5 days 1w = past 5–7 days 10d = past 7–10 days 2w = past 10–14 days 4w = past 14–28 days 6w = past 28–56 days https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/cbe42065-829a-4301-84db-8b88c3d6109e/3.+If+you%E2%80%99ve+been+a+customer+since+June+2025+or+earlier%2C+your+3d%2C+5d%2C+and+10d+stages+may+be+turned+off+and+pushed+to+the+bottom+of+the+list. Help Center - Why Can’t I See All of My Leads in Healthdesk Pipelines? - Make it stand out 3. If you’ve been a customer since June 2025 or earlier, your 3d, 5d, and 10d stages may be turned off and pushed to the bottom of the list. Either drag-and-drop them to the top, or click Reset to Default Settings (red button at the top) > Reset. You’ll then see them at the top and can toggle them on. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/34dc20ce-8f1c-475f-9b3e-b65e09bc3fc7/Healthdesk+only+pulls+in+Prospects+from+Mindbody+as+leads. Help Center - Why Can’t I See All of My Leads in Healthdesk Pipelines? - Make it stand out In Mindbody, open the person’s profile. Click Client Info > Edit Name. Confirm the Prospect box is checked. If it’s not, they won’t show as a lead in Healthdesk. You may have left this unchecked intentionally if you didn’t want this person to receive automated lead nurturing texts. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/036d2bab-a31b-4666-92bf-e19019126af3/Healthdesk+Pipelines+only+show+leads+created+in+the+past+6+weeks. Help Center - Why Can’t I See All of My Leads in Healthdesk Pipelines? - Make it stand out In Mindbody, open the person’s profile. Click Client Info > History. Check the Profile Creation Date. If it’s more than 6 weeks ago, the person won’t appear in the Leads – No Intro pipeline stages. https://healthdesk.ai/help-center/how-to-contact-healthdesk-support monthly 0.5 2025-10-15 https://healthdesk.ai/help-center/how-to-add-or-import-additional-contacts-to-an-existing-list-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/f75c0388-3b99-4f4b-9e60-6c5dd2f0752d/1.+From+the+left+sidebar%2C+click+Contacts%2C+then+select+Lists.+Click+on+the+list+you+want+to+add+contacts+to. Help Center - How to Add or Import Additional Contacts to an Existing List in HealthdeskAI - Make it stand out 1. From the left sidebar, click Contacts, then select Lists. Click on the list you want to add contacts to. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/dd8ad696-1284-4bd8-9e57-bd2f2f803025/Screenshot+2025-10-01+at+12.28.57%E2%80%AFAM.png Help Center - How to Add or Import Additional Contacts to an Existing List in HealthdeskAI - Make it stand out 3. Choose one of two options: Import (bulk) or Create New (one at a time). https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/00ddf9da-a5db-45d7-b044-18ab1a73910d/4.+For+Create+New%2C+enter+a+first+name%2C+last+name%2C+phone+number%2C+and+email+address+%28optional%29.+Then%2C+click+Create+Contact.++For+Import%2C+follow+the+3-step+Import+Spreadsheet+process+%28upload+%E2%86%92+map+columns+%E2%86%92+confirm%29. Help Center - How to Add or Import Additional Contacts to an Existing List in HealthdeskAI - Make it stand out 4. For Create New, enter a first name, last name, phone number, and email address (optional). Then, click Create Contact. For Import, follow the 3-step Import Spreadsheet process (upload → map columns → confirm). https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/8e5d0bdc-1d52-4554-a254-d6a7443addb3/5.+See+your+newly+added+contacts. Help Center - How to Add or Import Additional Contacts to an Existing List in HealthdeskAI - Make it stand out 5. See your newly added contacts. https://healthdesk.ai/help-center/how-to-create-and-use-contact-lists-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e34dd959-a616-4258-b266-40cb515e8cfa/1.+From+the+left+sidebar%2C+click+Contacts%2C+then+click+Import. Help Center - How to Create and Use Contact Lists in HealthdeskAI - Make it stand out 1. From the left sidebar, click Contacts, then click Import. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a28cbc3d-c0fd-48f0-bab2-ca404ca448f9/2.+Upload+a+.csv%2C+.xls%2C+or+.xlsx+file%2C+then+click+Continue Help Center - How to Create and Use Contact Lists in HealthdeskAI - Make it stand out 2. Upload a .csv, .xls, or .xlsx file, then click Continue https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e8b72a98-ccb0-4962-adcd-6cb89ed80fe0/3.+Map+your+spreadsheet+columns+to+Healthdesk+fields+%28e.g.%2C+%E2%80%9CFirst+Name%E2%80%9D+%E2%86%92+First+Name%29%2C+then+click+Continue. Help Center - How to Create and Use Contact Lists in HealthdeskAI - Make it stand out 3. Map your spreadsheet columns to Healthdesk fields (e.g., “First Name” → First Name), then click Continue. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/b74294dd-f05e-4025-87a9-d9f31cf56623/4.+Give+your+list+a+name%2C+then+click+Finish+Import. Help Center - How to Create and Use Contact Lists in HealthdeskAI - Make it stand out 4. Give your list a name, then click Finish Import. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/69a5b1e0-7210-4b3a-9fcf-ea3b2bed794b/Screenshot+2025-10-01+at+12.11.59%E2%80%AFAM.png Help Center - How to Create and Use Contact Lists in HealthdeskAI - Make it stand out 5. Refresh the page after a few seconds to see your imported list. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/e79f555d-8701-4ed3-a347-484aa2c02626/6.+From+Contacts+%3E+Lists%2C+choose+your+list+and+click+to+send+an+SMS+or+Email+Blast. Help Center - How to Create and Use Contact Lists in HealthdeskAI - Make it stand out 6. From Contacts > Lists, choose your list and click to send an SMS or Email Blast. Alternatively, when creating an Email or SMS Blast, search and select your list as the recipient group. https://healthdesk.ai/help-center/how-to-create-an-sms-blast-in-healthdeskai monthly 0.5 2025-10-15 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/7b37ab5b-bde4-414e-bfc9-21ae7da9924c/1.+From+the+left+sidebar%2C+click+Blasts+%3E+New+SMS+Blast. Help Center - How to Create an SMS Blast in HealthdeskAI - Make it stand out 1. From the left sidebar, click Blasts > New SMS Blast. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a1f89b92-b2ea-4a42-a4b6-6a6c64f55a77/2.+In+the+modal%2C+click+I+accept+to+confirm%3A Help Center - How to Create an SMS Blast in HealthdeskAI - Make it stand out 2. In the modal, click I accept to confirm: “Heads up! Healthdesk includes up to 5,000 SMS text segments per location per month, then charges $0.03 per segment over. Overages will be retroactively charged on your next bill date.” https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/49c0cc30-460e-4bc1-962c-16ebe0815d1d/3.+Select+the+phone+number+you+want+to+send+from+in+the+Location+dropdown. Help Center - How to Create an SMS Blast in HealthdeskAI - Make it stand out 3. Select the phone number you want to send from in the Location dropdown. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/077ff48d-c1c5-4ca1-a404-c1835d491347/4.+Enter+a+Campaign+Name+and+your+Message+Content. Help Center - How to Create an SMS Blast in HealthdeskAI - Make it stand out 4. Enter a Campaign Name and your Message Content. Keep messages concise (160 characters per segment). Use personalization fields like {{first_name}} or {{last_name}}. (Optional) Upload an image to personalize your text further. https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/92d0b24a-6fd3-476b-8d0a-cd6a5a160376/Screenshot+2025-09-17+at+10.27.47%E2%80%AFPM.png Help Center - How to Create an SMS Blast in HealthdeskAI - Make it stand out 5. Review your blast using the Send Test SMS button. Enter your US 10-digit phone number without spaces, dashes, or special characters (e.g. 9499895830) https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/a5a3d76a-21b1-4826-aee5-d8486d1eafef/6.+Choose+to+Send+Now%2C+Schedule%2C+or+save+it+as+a+Draft. Help Center - How to Create an SMS Blast in HealthdeskAI - Make it stand out 6. Choose to Send Now, Schedule, or save it as a Draft. https://healthdesk.ai/help-center/tag/VoIP+Phone+Service monthly 0.5 https://healthdesk.ai/help-center/tag/Website+Chat monthly 0.5 https://healthdesk.ai/help-center/tag/Blasts monthly 0.5 https://healthdesk.ai/help-center/tag/Teammates monthly 0.5 https://healthdesk.ai/help-center/tag/Pipelines monthly 0.5 https://healthdesk.ai/help-center/tag/AI+Agents monthly 0.5 https://healthdesk.ai/help-center/tag/Login monthly 0.5 https://healthdesk.ai/help-center/tag/Automations monthly 0.5 https://healthdesk.ai/help-center/tag/Instagram monthly 0.5 https://healthdesk.ai/help-center/tag/Contact+Lists monthly 0.5 https://healthdesk.ai/help-center/tag/Alerts monthly 0.5 https://healthdesk.ai/help-center/tag/Facebook monthly 0.5 https://healthdesk.ai/help-center/tag/Inbox monthly 0.5 https://healthdesk.ai/help-center/tag/Roles+%26+Permissions monthly 0.5 https://healthdesk.ai/home daily 1.0 2026-03-21 https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/1701149260937-JHYOKR1F0FZUXQWVEPC2/the+club.jpeg HealthdeskAI | #1 Mindbody CRM Integration Partner https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/d572571e-1f07-4432-a8af-42c27e2c6e6e/tacc.jpeg HealthdeskAI | #1 Mindbody CRM Integration Partner https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/47112469-fcfc-496e-a49e-e32832dc0ab0/tw.jpeg HealthdeskAI | #1 Mindbody CRM Integration Partner https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/de5db53f-95e0-4cf2-936f-b65c37643d57/crunch.jpeg HealthdeskAI | #1 Mindbody CRM Integration Partner https://images.squarespace-cdn.com/content/v1/654ec8ff7b4aa30625b7adca/1701150025008-DH739ZISOZBZY9EG9R5P/f45-3.jpg HealthdeskAI | #1 Mindbody CRM Integration Partner 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