Short, step-by-step walkthroughs covering the whole platform — from creating your workspace and importing contacts to AI campaigns, call routing, and number verification. Watch the video, or open the full written guide as a PDF.
A guide for adding and importing contacts in Sendbat by KORE — covering accessing the Contacts page, adding an individual contact (name, phone, email), bulk-importing contacts via CSV/XLS/XLSX, mapping contact fields, and organizing contacts with tags and groups.
Turn a simple prompt into a ready-to-launch multi-channel campaign in minutes.
A quick step-by-step guide for purchasing and setting up a new business phone number in Sendbat by Kore.co — covering navigating to Phone Numbers in Settings, entering details like call forwarding number and area code, and completing the purchase.
A step-by-step guide for creating an Auto Attendant to automatically route incoming calls in Sendbat by Kore.co — covering navigation to Auto Attendants, configuring call routing options (e.g., User, Voicemail, Call Queue, AI Agent), setting a greeting, and saving the configuration.
A guide for creating and managing a new workspace in Sendbat — covering signing in, creating a workspace (naming it and specifying whether it's for yourself or someone else), and switching between existing workspaces from the sidebar.
A step-by-step guide for setting up a new AI Assistant in the Phone System — covering configuring the assistant (name, greeting message, reservation integration, restaurant site), entering business information (address, phone, call transfer number), creating the assistant, and reviewing saved call contacts and transcripts.
A guide for creating tags and assigning them to contacts in Sendbat — covering accessing Tags in Settings, creating a new tag (name and color), and assigning a tag to a contact for better organization and contact management.
A guide for creating custom fields and assigning them to contacts in Sendbat — covering accessing Custom Fields in Settings, creating a new field (name, shortcode, input type), and assigning/updating a field's value on a contact record.
A guide for viewing and managing contact conversation statuses in Sendbat — covering accessing the Contacts list, reading the Status column, and understanding how statuses update automatically (e.g., to 'In Conversation') versus when manually set.
A guide for creating and using Saved Replies (Templates) in Sendbat — covering inserting existing templates into a conversation, creating new templates with personalization shortcodes (e.g., {{first_name}}), and using Quick Replies for the Web Chat channel.
Set it and forget it: schedule automated SMS, Email, and Voicemail campaigns in advance.
Let AI handle appointment scheduling — from offering time slots to sending confirmations.
Reach every contact through SMS, WhatsApp, and Email — all from one conversation window.
Teach your AI to reply instantly to common keywords, so no message goes unanswered.
Explains how to add and configure an Auto Attendant in Sendbat by Kore.co so incoming calls are greeted automatically and routed based on dial-pad selections (users, call queues, directory, voicemail, external numbers, AI agent, and more).
Details how to create and configure Call Queues to distribute incoming calls among agents, covering queue/agent setup, wait-time and hold-music behavior, no-answer handling, and advanced options like call recording and ring strategies.
Covers managing phone user accounts — profile details, answering rules and call-forwarding behavior, simultaneous ring and number screening, voicemail settings, default number, and device/phone connections.
Describes how to manage Music on Hold for phone users: selecting one or multiple users, uploading and naming an audio track, and saving the updated hold-music configuration.
Covers purchasing a new local or toll-free phone number in Sendbat by Kore.co, from setting call forwarding and number type/country/area code preferences to searching, selecting, and completing the purchase.
Covers editing an existing phone number's settings in Sendbat by Kore.co, including number name, time frames, caller ID, call forwarding, treatment, workplace, and customer feedback options.
Walks through submitting a business brand for verification in Sendbat by Kore.co, including entering brand details, selecting a brand relationship/account type, providing contact information, and submitting the request (typically a two-week review).
Walks through submitting a toll-free verification request so toll-free numbers can send compliant messages — completing business/contact info, selecting numbers and use-case categories, providing messaging/compliance details, and submitting for review (typically two weeks).
Two-part guide: shows how to build reusable HTML campaign templates for future use, and how to use the Campaign Monitoring dashboard to spot fatal/crucial errors, recommended fixes, and successfully running campaigns.
Explains how to access and configure an existing campaign's preferences, such as name, timezone, sending number, email signature, AI response settings, scheduling/timing, contact limits, and fallback campaigns.
Shows how to open a campaign's Stats page to review performance metrics (leads, responses, scheduled meetings, wins, average response time), view a performance chart over time, and break results down by individual user.
Explains the Create with AI feature that auto-generates a full AI Response Library — keywords, responses, and automation actions — for a target campaign, and how to review, edit, and save the generated library.
Explains how AI Response Libraries let the AI auto-reply to contacts: defining keywords and keyword sets, writing personalized responses, and configuring follow-up actions like tagging or moving contacts between campaigns.
Explains how to access and manage the Conversations inbox — opening a conversation, sending SMS or making calls, inserting templates, and viewing/updating contact info such as notes, tags, status, and campaign details.
A step-by-step walkthrough of building and sending a marketing campaign (SMS, Email, or WhatsApp) in Sendbat — naming the campaign, choosing a channel and audience, writing the message, scheduling delivery, reviewing, sending, and monitoring performance.
How to view, create, edit, and reschedule appointments on your calendar.
How to manage your plan, payments, invoices, and account credits.
How to review call history and access recordings and transcripts.
How to monitor activity and usage across messages, calls, and WhatsApp.
How to create coupons and set up automated reward triggers.
How to upload, organize, filter, and monitor your account storage.
How to set up schedules that control how incoming calls are handled.
Grow your email list, launch great campaigns, and gather real feedback from your customers — all from one workspace.
Sign up with your details and spin up your own workspace. Each workspace is fully isolated, with its own contacts, numbers, campaigns, and settings — perfect for a single business or many brands under one roof.
Once your brand is verified and you have a number, Sendbat unlocks Campaigns. Pick the contact list, choose a template from your library, and go — SMS, email, and WhatsApp in one flow. Automation handles the follow-ups so your team can focus on real conversations.
The Contacts & Leads section gives you a complete view of everyone you talk to. Add contacts one by one or import them in bulk, start a new chat directly, and manage tags, groups, notes, and statuses without leaving the screen.
Design keyword-based responses that trigger the right action every time. A customer texts "book"? Send the booking template and tag them. "Stop"? Opt them out. Your workspace reacts instantly — smart, on-brand, and without your team lifting a finger.
Thanks for calling Joe's Bistro — how can I help today?
I'd like a table for 4 this Saturday at 7 PM.
Checking availability… Saturday at 7 PM works. Any dietary notes?
Gluten-free menu, please.
Booked. You'll get a confirmation SMS in a moment.
Inbound calls ring straight into Sendbat's AI WebPhone. Your agent picks up, greets the caller in your brand voice, checks live availability, books reservations, takes orders, and sends the confirmation — all before a human ever gets involved. Need a person? It transfers with full context.
Every workspace ships with a built-in softphone. See your contact list on the left, place or answer calls on the right — with numpad, transfer, hold, mute, and send-to-voicemail all one click away. No extra hardware, no desk phone, no separate provider.
Create a free workspace in under a minute. No credit card required.