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7 docs tagged with "how-to"

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How to Configure Extensible Fields

This guide walks through creating categories, defining attributes, assigning them to entity types, recording values, and querying extensible field data. It uses a DCM (Device Control Management) vending machine as the example entity.

How to Connect a Telegram Bot

This guide shows you how to connect a Telegram bot to Raytio by creating a channel endpoint. When you save the endpoint, Raytio registers the webhook with Telegram automatically — no manual configuration in Telegram is required.

How to Manage Queues

This guide shows you how to review conversations waiting in a queue and route them to the right work item.

How to Reply to a Contact from a Lead or Deal

This guide shows you how to send an email reply directly from a lead or deal in the CRM. Raytio delivers the message via email on your behalf — you do not need to open your email client.

How to Reply to a Conversation from the UI

This guide shows you how to send a reply to a conversation directly from the Raytio UI. You do not need to open the chat app — Raytio delivers the message automatically.