Product Guides

Explore expert insights, research and practical ideas to help you deliver better customer conversations.

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A man in business attire flying horizontally while holding a laptop is being attracted by a large red horseshoe magnet held by a hand, set against a colorful abstract background of orange, blue, pink, and purple.
Product guide
May 29, 2022

Attracting more customers with live chat

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Outsourced live chat
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A glowing, interconnected chain link symbol with neon blue and pink colors on a dark background.
Product guide
Apr 29, 2022

Learn more on Moneypenny's Agent Links

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Outsourced live chat
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A woman sitting cross-legged on a large 3D chat bubble with five golden stars inside it, set against a colourful pink, purple, and orange gradient background.
Product guide
Mar 29, 2022

The benefits of using post chat surveys

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Outsourced live chat
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Neon-style glowing bar chart with an upward trending arrow, representing growth or increase, on a dark background.
Product guide
Feb 28, 2022

A guide to Live Chat analytics

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Outsourced live chat
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White logos of Moneypenny and Salesforce on a red to pink gradient background with a white cross sign between them.
Product guide
Feb 2, 2022

Integrating Moneypenny with Salesforce

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Logos of integrations: Slack, Calendly, Clio, Salesforce, Microsoft Teams, Microsoft Dynamics 365, HubSpot, Zapier.
Product guide
Feb 2, 2022

Setting up your Google Chat integration

Integration
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MoneyPenny and Clio logos on a red gradient background with vertical red ridges.
Product guide
Feb 2, 2022

Integrating Moneypenny with Clio

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Logos of Moneypenny and Pipedrive side by side with a white 'x' between them on a gradient background of red, pink, and blue.
Product guide
Feb 2, 2022

Integrating Moneypenny with Pipedrive

Integration
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Logos of Slack, Calendly, Clio, Salesforce, Microsoft Teams, Dynamics 365, HubSpot, and Zapier on a purple background.
Product guide
Feb 2, 2022

Setting up your Slack integration

Integration
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Logos of Moneypenny and Microsoft Teams side by side on a dark background, indicating a partnership or integration between the two.
Product guide
Feb 2, 2022

Setting up your Microsoft Teams integration

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White bird icon and white Google Sheets document icon separated by a multiplication sign on a vibrant gradient background transitioning from red to pink to blue.
Product guide
Feb 2, 2022

Integrating Moneypenny with Google Sheets

Integration
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Split image with the Moneypenny logo and text on an orange gradient background on the left, and the Office 365 logo and text on a dark background on the right, separated by a white multiplication sign.
Product guide
Feb 2, 2022

Integrating Moneypenny with Office 365

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Logo of Moneypenny on an orange gradient background on the left, separated by a white X from the text Dynamics 365 in white on a dark background on the right.
Product guide
Feb 2, 2022

Integrating Moneypenny with Microsoft Dynamics

Integration
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MoneyPenny and Zoho logos on an orange to red gradient background, indicating a collaboration or integration.
Product guide
Feb 2, 2022

Integrating Moneypenny with Zoho

Integration
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Logos of Moneypenny and HubSpot centered on a vibrant gradient background transitioning from red and purple to pink and blue.
Product guide
Feb 1, 2022

Integrating Moneypenny with HubSpot

Integration
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Logos of tech integrations including Slack, Calendly, Clio, Salesforce, Microsoft Teams, Dynamics 365, HubSpot, and Zapier.
Product guide
Jan 31, 2022

Setting up Moneypenny trigger

Integration
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Logos of integrations including Slack, Calendly, Clio, Salesforce, Microsoft Teams, Dynamics 365, HubSpot, and Zapier.
Product guide
Jan 31, 2022

Integrating your Moneypenny Telephone Answering Service with an API

Integration
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Logos of Moneypenny and Dezrez Rezi displayed one above the other with a white multiplication symbol between on a vibrant gradient background blending red, purple, pink, and blue.
Product guide
Jan 31, 2022

Integrating Moneypenny with Rezi

Integration
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Product guide
Jan 31, 2022

How to add a Formatter

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Text reading 'Live Chat knowledgebase' on a dark background with small colored dots in the top left corner.
Product guide
Jan 29, 2022

Dashboard overview

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Outsourced live chat
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Product guide
Dec 29, 2021

Reactive chats

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Outsourced live chat
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Transparent 3D speech bubbles with colourful gradient bookmarks and ellipsis symbols inside, set against a blue and green gradient background with a purple circle in the centre.
Product guide
Nov 29, 2021

Guide to labels

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Outsourced live chat
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Product guide
Oct 29, 2021

Chat commands

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Outsourced live chat
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Product guide
Oct 10, 2021

The basics of rule configuration for Proactive Chat

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Outsourced live chat
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