TekMatix Blog & Help Articles
Use the search bar below to look for help articles you need.
How do I send personalised images in WhatsApp templates on Tekmatix?
Send personalised images in WhatsApp templates on Tekmatix. Map the media header to a custom field so each contact gets their own image or document on send. ...more
Custom Fields ,Conversations Marketing Automations &WhatsApp
October 29, 2026
How do I make my emails look great on mobile on Tekmatix?
Make your emails look great on mobile on Tekmatix. Use the new mobile view controls in the Email Builder to set spacing, buttons and images just for phones. ...more
Campaign ,Email Builder Email &Marketing
October 29, 2026
How do I filter my contacts by company or custom object on Tekmatix?
Filter your contacts by company or custom object on Tekmatix. Use association columns and filters in Contact Smart Lists, then save the list to reuse it. ...more
CRM ,Contacts Company &Marketing
October 29, 2026
How do I tag my team in a conversation from a workflow on Tekmatix?
Tag your team in a conversation from a workflow on Tekmatix. The Add Internal Comment action posts a private note and @mentions teammates who need to act. ...more
Workflow ,Conversations Workflow Actions Inbox &Automations
October 29, 2026
How do I make my business number ring the whole team on Tekmatix?
Make your business number ring the whole team on Tekmatix. Number pool calls can ring up to six people at once, on web, mobile, desk phone or their own phone. ...more
Tracking ,Phone Mobile App &Phone System
October 29, 2026
How do I link one contact to more than one company on Tekmatix?
Link one contact to more than one company on Tekmatix using custom association labels. Keep one record, keep their Primary Company and label every link. ...more
CRM ,Contacts Company &Tekmatix
October 29, 2026
How do I get my call summaries and call scores automatically on Tekmatix?
Get call summaries and call scores automatically on Tekmatix with Voice Intelligence in Labs. Recorded calls get notes, a score out of 10 and field suggestions. ...more
Phone ,Reporting AI Tekmatix AI &Phone System
October 29, 2026
How do I add live chat to my AI Studio app on Tekmatix?
Add live chat to your AI Studio app on Tekmatix. Ask AI Studio for a chat widget, pick the type and style, and messages land straight in Conversations. ...more
Chat Widget ,Conversations AI Tekmatix AI &Funnels & Websites
October 29, 2026
How do I clean my email list when I import contacts on Tekmatix?
Clean your email list when you import contacts on Tekmatix. Tick email verification on the last import step, then filter contacts by Email Verification Status. ...more
CRM ,Email Deliverability Email Contacts &Marketing
October 29, 2026
How do I show or hide products in my forms on Tekmatix?
Show or hide products in your Tekmatix forms and surveys with conditional logic. Target whole products or single variants, based on what customers select first. ...more
Payment ,Survey Form &E-commerce
October 29, 2026
How do I approve Ask AI Computer tasks from my phone on Tekmatix?
Approve Ask AI Computer tasks from your phone on Tekmatix. Watch tasks live, take control, then approve, deny or allow requests right in the mobile app. ...more
Mobile App ,AI Tekmatix AI &AI Agents
October 29, 2026
How do I automatically link contacts to their company on Tekmatix?
Link contacts to their company automatically on Tekmatix. Switch on company automations and contacts are matched by email domain, with new companies created. ...more
CRM ,Contacts Company &Automations
October 29, 2026
Copyright © 2026 TekMatix. All rights reserved | [email protected]