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Inservice Platform Overview

This complete platform overview will walk you through all of the powerful features available in your Inservice account.

Getting Started
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How To Set Up the Missed Call Text Back Feature

This video explains how to set up the default missed call text back feature, which automatically sends a text to customers when you miss their call. It helps prevent prospects from moving on to another business by quickly engaging them with a follow-up message. The tutorial shows where to find the setting in your sub-account profile, how to enable or disable it, and what to keep in mind when customizing the message.

ConversationsAutomationsSettingsGetting Started
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How To Purchase a Phone Number for Your Business

In this video, viewers will learn how to purchase a phone number for their business through the platform’s settings. The tutorial walks step by step through navigating to the Settings tab, selecting Phone Numbers, and using the Add Number button to choose a country, area code, and available numbers. It also explains that phone numbers come with monthly fees, and costs may vary depending on the country—especially for numbers outside the business’s location. Once a number is selected, viewers will see how to save it to their account. By the end, they’ll understand how to quickly set up and manage a business phone number within the system.

ConversationsSettingsGetting Started
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Introducing Recurring Scheduled Posts

In this video, viewers will learn how to use the new recurring scheduled post feature in the Social Planner. The tutorial walks through creating a new post, generating high-quality content with AI, and adding images from the media library or image AI. It then explains how to schedule posts to repeat daily, weekly, monthly, or yearly, giving flexibility in selecting days and times. The video also introduces the concept of a "parent post," which controls all future recurring posts—any edits made to it will update across the series, while individual scheduled posts can still be customized separately. By the end, viewers will understand how to efficiently set up, manage, and edit recurring social media posts for consistent engagement.

MarketingAutomationsSocial Media
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