TekMatix Blog & Help Articles
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How To Use Tekmatix Multi-Object Task Associations for Smarter Team Collaboration
Learn how Tekmatix Multi-Object Task Associations lets you link tasks to multiple contacts, deals, companies, or custom objects—streamlining collaboration, reducing duplication, and keeping your team ... ...more
Contacts ,Tasks, Kanban Boards & Project Management
April 05, 2026•3 min read
How To Manage Tekmatix Pipeline Permissions for Secure and Efficient Deal Tracking
Learn how Tekmatix Pipeline Permissions let you control who can see and edit each opportunity pipeline. Protect sensitive data, streamline sales workflows, and maintain consistent pipeline stages. ...more
Opportunities & Pipeline ,Opportunities
April 05, 2026•3 min read
How To Use Tekmatix Custom Object Widgets for Tailored Business Insights
Learn how Tekmatix Custom Object Widgets let you visualize unique business data, combine it with standard CRM metrics, and create dashboards tailored to your KPIs. ...more
Dashboard ,Reporting
April 05, 2026•3 min read
How To Use Tekmatix Multiple Calendars Support for Smarter AI Appointment Booking
Learn how Tekmatix Multiple Calendars Support lets your AI Appointment Booking Bot route appointments to the correct calendar based on customer intent, with fallback options and seamless workflow inte... ...more
Calendar & Scheduling ,Calendars AI &Tekmatix AI
April 05, 2026•3 min read
How To Use Tekmatix Conversations AI Image Response for Faster Customer Support
Learn how to use Tekmatix Conversations AI Image Response to analyze customer images for faster, more efficient support. Step-by-step setup and real-world examples included. ...more
Conversations ,Conversation AI AI &Tekmatix AI
February 06, 2026•3 min read
How To Manage QR Codes Efficiently Using Bulk Actions in Tekmatix
Learn how to efficiently manage QR Codes in Tekmatix using bulk actions. Rename, move, delete, download, and share QR Codes faster with step-by-step guidance and practical use cases. ...more
Funnels and Websites
February 06, 2026•3 min read
How To Use Smart Send to Optimize Your Email Campaigns in Tekmatix
Learn how to use Tekmatix Smart Send to automatically send emails at the optimal time for maximum engagement. Increase open rates, click-through rates, and campaign performance. ...more
Email Deliverability ,Email
February 06, 2026•3 min read
How To Track and Optimize Gift Card Performance Using the Tekmatix Gift Card Dashboard
Learn how to track, analyze, and optimize gift card sales using the Tekmatix Gift Card Dashboard. Monitor revenue, top denominations, and customer trends with ease. ...more
Payment ,Reporting
February 06, 2026•4 min read
How To Send Gift Cards to Customers Using Tekmatix
Learn how to send prepaid gift cards to your customers using Tekmatix. Issue via email, SMS, PDF, or QR code, schedule deliveries, and track redemption for loyalty, rewards, and promotions. ...more
Payment
February 06, 2026•4 min read
How To Capture Event Leads Using the AI Business Card Scanner in Tekmatix Mobile App
Learn how to scan business cards using the AI Business Card Scanner in Tekmatix. Instantly capture event leads, organize contacts, and trigger automations using the mobile app. ...more
Blogs ,Contacts &Mobile App
February 06, 2026•3 min read
How To Automate Follow-Ups Using the Call Transcript Generated Trigger in Tekmatix
Learn how to use the Call Transcript Generated trigger in Tekmatix to automate follow-ups, update CRM records, and create smarter workflows using real call data. ...more
Blogs ,Workflow Workflow Guides &Workflow Triggers
February 06, 2026•3 min read
How To Use Auto Save in Tekmatix Workflows Without Losing Your Progress
Learn how to use Auto Save in Tekmatix Workflows to protect your progress, manage drafts safely, and publish automations with confidence. Follow this step-by-step guide with real-world examples. ...more
Workflow ,Workflow Guides
February 06, 2026•4 min read
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