The Sollos AI Help Center & Knowledge Base

Q: How do I build my first automated follow-up workflow (e.g., Missed Call Text Back)?

Use the Automation tab (Workflows). Select a trigger (e.g., “Missed Call” or “Form Submitted”) and then drag-and-drop actions like sending an immediate personalized SMS or starting a nurturing campaign.

Q: Where do I manage my user roles and staff permissions?

You can manage user roles and permissions by navigating to Settings > My Staff. This section allows you to add or remove team members, assign specific user roles, and control access rights to ensure data security and accountability.

Q: What is the fastest way to import all my existing contacts via CSV?

Navigate to Contacts and select “Import.” We provide a simple template to map your CSV fields directly to the Sollos CRM, ensuring all your data is secure and ready for automation.

Q: How do I connect my calendar and social media accounts?

Go to Settings > Integrations and link your Google or Outlook calendar in seconds. You can connect social media accounts (like Facebook and Instagram) via the “Integrations” menu to centralize lead capture and communication.

Q: How can I centralize all client communication (SMS, email, chat) in one unified inbox?

Everything flows directly into your Conversations tab. Once you connect your communication channels, all client texts, emails, and chat messages appear in one place, allowing your team to respond faster and reduce internal confusion.

Q: What is the best way to reduce client no-shows using AI reminders?

Build a reminder sequence in Automations (Workflows). Set up triggers to send a confirmation email immediately after booking and a personalized SMS reminder 24 hours before the appointment.

Q: How do I customize my performance dashboards and KPIs?

The Dashboards section provides real-time visibility into your most important metrics. You can customize the view to track lead flow, conversion rates, and revenue generation, allowing you to make smarter, data-driven decisions.

Q: Where can I track my lead conversion rates and pipeline velocity?

Use the Opportunities tab to view your sales pipelines and the Dashboards tab for conversion rates. This gives you the clarity and efficiency needed to scale without chaos.

Q: How can I automate recall reminders for my dental hygiene patients?

Create a Smart List for patients whose last visit was 5-6 months ago. Then, build a Workflow that automatically texts or emails this list, asking them to re-book, effectively automating the entire patient recall process.

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Top Implementation Guides & How-Tos

How do I build my first automated follow-up workflow (e.g., Missed Call Text Back)?Support2026-01-23T06:02:40-05:00

How do I build my first automated follow-up workflow (e.g., Missed Call Text Back)?

Use the Automation tab (Workflows). Select a trigger (e.g., “Missed Call” or “Form Submitted”) and then drag-and-drop actions like sending an immediate personalized SMS or starting a nurturing campaign.

Where do I manage my user roles and staff permissions?Support2026-01-23T06:00:24-05:00

Where do I manage my user roles and staff permissions?

You can manage user roles and permissions by navigating to Settings > My Staff. This section allows you to add or remove team members, assign specific user roles, and control access rights to ensure data security and accountability.

What is the fastest way to import all my existing contacts via CSV?Support2026-01-23T05:58:58-05:00

What is the fastest way to import all my existing contacts via CSV?

Navigate to Contacts and select “Import.” We provide a simple template to map your CSV fields directly to the Sollos CRM, ensuring all your data is secure and ready for automation.

How do I connect my calendar and social media accounts?Support2026-01-23T03:46:01-05:00

How do I connect my calendar and social media accounts?

Go to Settings > Integrations and link your Google or Outlook calendar in seconds. You can connect social media accounts (like Facebook and Instagram) via the “Integrations” menu to centralize lead capture and communication.

How can I centralize all client communication (SMS, email, chat) in one unified inbox?Support2026-01-23T06:03:50-05:00

How can I centralize all client communication (SMS, email, chat) in one unified inbox?

Everything flows directly into your Conversations tab. Once you connect your communication channels, all client texts, emails, and chat messages appear in one place, allowing your team to respond faster and reduce internal confusion.

What is the best way to reduce client no-shows using AI reminders?Support2026-01-23T06:05:13-05:00

What is the best way to reduce client no-shows using AI reminders?

Build a reminder sequence in Automations (Workflows). Set up triggers to send a confirmation email immediately after booking and a personalized SMS reminder 24 hours before the appointment.

How do I customize my performance dashboards and KPIs?Support2026-01-23T06:06:10-05:00

How do I customize my performance dashboards and KPIs?

The Dashboards section provides real-time visibility into your most important metrics. You can customize the view to track lead flow, conversion rates, and revenue generation, allowing you to make smarter, data-driven decisions.

Where can I track my lead conversion rates and pipeline velocity?Support2026-01-23T06:07:47-05:00

Where can I track my lead conversion rates and pipeline velocity?

Use the Opportunities tab to view your sales pipelines and the Dashboards tab for conversion rates. This gives you the clarity and efficiency needed to scale without chaos.

How do I set up a compliant lead nurture sequence for Refractive Lens Exchange inquiries?Support2026-01-23T06:09:02-05:00

How do I set up a compliant lead nurture sequence for Refractive Lens Exchange inquiries?

Start with an instant, personalized SMS response upon form submission. Use a Workflow to send educational emails about the procedure and schedule a follow-up call with a specialist, ensuring the process is both quick and collaborative.

How can I automate recall reminders for my dental hygiene patients?Support2026-01-23T06:10:12-05:00

How can I automate recall reminders for my dental hygiene patients?

Create a Smart List for patients whose last visit was 5-6 months ago. Then, build a Workflow that automatically texts or emails this list, asking them to re-book, effectively automating the entire patient recall process.

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