AllTalk Support : Frequently Asked Questions

Q: How do I add or import contacts?
A: You can add contacts one at a time, upload a CSV file or directly import with a lead vendor integration.

Manually Uploading Leads:

There are two ways to manually upload leads.

1. Click on the contacts section, then click on the light purple button at the top right corner of the page that says “Add Contact”

2. Click on the light purple button in the center of the page on top with the word “Text”

CSV Upload

1. Select Uploads page

2. Click on button at the top right corner of the page labeled Upload CSV File.

3. Browse your computer for the file or drag and drop the file into the middle of the screen then click continue.

4. Mapping should happen automatically but check to make sure the mapping is correct and continue.

5. Add to workflow and send.

Lead Vendor Integration

TBD

Q: Can I create groups or lists?

There are two ways that AllTalk organizes your leads.

1. Tag: The only functionality of a tag is to color coordinate and sort your leads in your conversations and contacts page.

2. Workflow: This will initiate a drip text for your lead and also attach a tag if you set it up in the workflow creation section.

Analytics

Q: Where do I see my results?
A: Head over to the Analytics section — you’ll see message delivery rates, open trends, and responses in one clean dashboard. We make it easy to track what’s working and what’s not.

Uploads (CSV Files)

Q: What kind of files can I upload?
A: We support standard CSV files. Just make sure each column has a clear header (like Name, Phone, Email) so we can match your data perfectly.

Q: My upload failed — what happened?
A: Usually it’s a small format issue. Double-check for extra spaces, missing headers, or non-numeric phone numbers. Fix those, re-upload, and you’ll be good to go!

Call Logs

Q: Where can I see my calls?
A: All your incoming and outgoing calls show up right in the Call Logs. You’ll see who called, when, and how long the call lasted — plus quick access to recordings if enabled.

Pipeline

Q: What’s the Pipeline for?
A: The Pipeline helps you track every lead’s journey — from first contact to closed deal. You can move leads through stages, assign owners, and follow progress in real time.

Q: Can I customize my stages?
A: Totally. You can rename or add stages so your pipeline matches the way your team actually works.

Tags

Q: What are tags used for?
A: Tags are like labels you stick on contacts or messages. They help you sort, search, and send the right messages to the right people.

Q: Can I create my own tags?
A: Yes! Create as many as you like. Think of them as your personal filing system inside AllTalk Pro.

Workflows

Q: What’s a workflow?
A: Workflows let you automate your follow-ups — things like sending a welcome text after signup or moving a lead to the next stage after a reply.

Q: Do I need to code to use them?
A: Nope! Everything’s drag-and-drop. You just pick your triggers, actions, and timing.

CRM Integrations

Q: Can I connect AllTalk Pro to my CRM?
A: You sure can! We integrate with popular CRMs so your contacts, tags, and notes all sync automatically. No double entry, no missed leads.

Q: What if my CRM isn’t listed?
A: No worries — you can use our Zapier or API integration to connect just about anything.

Funding & Balance

Q: How do I add funds to my account?
A: Go to your Funding page, choose how much to add, and your balance will update instantly. You’ll use these funds for texts, calls, and automations.

Q: Will I get alerts when my balance is low?
A: Yes! We’ll give you a friendly heads-up before you run out of credits so your campaigns never pause unexpectedly.