TekMatix Blog & Help Articles
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How To Add an Embedded Voice AI Widget in Tekmatix for Seamless Customer Interaction
Learn how to add an Embedded/Inline Voice AI Widget in Tekmatix to enhance customer engagement. Step-by-step guide for seamless placement, customization, and deployment. ...more
Integrations and Widget ,Conversation AI &AI
January 07, 2026•3 min read
How To Use List View to Manage CRM Records Efficiently in Tekmatix
Learn how to use List View in Tekmatix to manage CRM records efficiently. Sort, filter, and customize views to streamline sales workflows. ...more
Contacts ,Opportunities &Tasks, Kanban Boards & Project Management
January 07, 2026•3 min read
How To Use Countdown Timers in Tekmatix WhatsApp Templates
Learn how to add Countdown Timers to Tekmatix WhatsApp templates to boost urgency and conversions. Step-by-step guide for Fixed, Recurring, and Dynamic timers with sample scenarios. ...more
Conversations
January 07, 2026•3 min read
How To Automate Relationships Between Contacts, Companies, and Custom Objects in Tekmatix
Learn how to use Tekmatix Custom Object and Company-Based Workflow Actions to automate contacts, companies, and custom objects. Enroll, update, or remove associated records efficiently with precise wo... ...more
Workflow ,Workflow Actions
January 07, 2026•4 min read
How To Use Reviews AI Agents in Tekmatix for Automated, Personalized Review Responses
Learn how to set up Tekmatix Reviews AI Agents to automate personalized review responses. Assign AI by sentiment, customize tone, and manage multi-location replies efficiently. ...more
Reputation Management and Reviews
January 07, 2026•3 min read
How To View Custom Form Submissions Directly in Tekmatix Appointments
Learn how to view custom form submissions directly in Tekmatix Appointment Modals. Streamline your workflow, save time, and access client data instantly for more productive meetings. ...more
Calendars ,Appointment &Form
January 07, 2026•3 min read
How To Keep CRM Notes Organized Using Notes Association in Tekmatix
Learn how to keep Tekmatix CRM notes organized using Notes Association. Link notes to contacts, opportunities, or both to streamline workflows, improve clarity, and boost team productivity. ...more
Contacts ,Opportunities
January 07, 2026•2 min read
How To Configure Affiliate Payout Methods in Tekmatix
Learn how to configure affiliate payout methods in Tekmatix, including PayPal and Bank Transfer. Ensure smooth, accurate, and timely payments for your affiliates. ...more
Affiliate Manager ,Affiliate
January 07, 2026•2 min read
How To Use the New Courses Dashboard in Tekmatix to Track and Improve Course Performance
Learn how to use the Tekmatix Courses Dashboard to track enrollments, revenue, and learner engagement. Identify top-performing courses, spot drop-offs, and optimize for higher completion and revenue. ...more
Course ,Memberships
January 07, 2026•3 min read
How To Customize the Add Contact Modal in Tekmatix for Faster, Cleaner CRM Data
Learn how to use Tekmatix’s upgraded Add Contact modal to capture clean, consistent CRM data. Customize fields, set required entries, and streamline contact creation for your team. ...more
Contacts
January 07, 2026•3 min read
How To Use Call Scripts in Tekmatix Dialers for Consistent, High-Quality Conversations
Learn how to create and use Call Scripts in Tekmatix Web and App Dialers to improve call consistency, handle objections, boost conversions, and streamline agent workflows. ...more
Phone
January 07, 2026•3 min read
How To Use Company-Based Workflows in Tekmatix to Automate B2B Processes
Learn how to set up Company-Based Workflows in Tekmatix to automate B2B processes. Sync company and contact data, streamline onboarding, and maintain CRM hygiene effortlessly. ...more
Workflow ,Workflow Guides
January 07, 2026•3 min read
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