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Digital Business Cards
- Creating your first FollowUpCard
Step-by-step guide to set up your digital business card
- Customizing your card design
Colors, layouts, and branding options
- Sharing via QR code
How to display and share your QR code at events
- Managing multiple card profiles
Create different cards for different contexts
- Understanding card analytics
Track views, scans, and engagement
Contacts & Events
- Adding contacts manually
Create contacts from your dashboard
- Scanning paper business cards with AI
Use your camera to capture card details
- Organizing contacts by event
Create events and assign contacts
- Using tags effectively
Tag strategies for better organization
- Exporting your contacts
Download contacts as CSV
Workflows & Automation
- Setting up your first workflow
Create automated follow-up sequences
- Understanding workflow triggers
When and how workflows start
- Adding steps and delays
Build multi-step sequences
- Event-level default workflows
Auto-assign workflows to event contacts
- Monitoring workflow execution
Track progress and troubleshoot
AI Message Composer
- How AI-generated emails work
Understanding the AI composition process
- Choosing the right intent
First touch, book meeting, re-engage, and more
- Editing AI drafts before sending
Review and personalize AI messages
- Setting contact communication preferences
Tone and style settings per contact
- Best practices for AI follow-ups
Tips for effective AI-assisted messaging
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