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.
How to Use BCC Capture to Log Emails on a Lead or Deal
This guide shows you how to log an email on a lead or deal timeline using BCC capture. After following these steps, the email will appear automatically on the record — no manual logging required.
How to View Conversations and Message History
This guide shows you how to find conversations and read their message history in the Raytio UI.