Help Videos List

Help videos

Articles, tutorials, and tips on how to get the most out of Bridge.

Add contact

In this tutorial, you’ll learn how to add accounts in Bridge by using the add-contact icon, entering their details, and either starting a chat instantly or saving them for later.

Audit

In this tutorial, you’ll learn how to use Bridge’s Audit feature to review conversations by date and person, and filter them to quickly find the specific content you need

Call and Video Call

In this tutorial, you’ll learn how to make a call in Bridge by using the Call/Video button to quickly generate a link and connect via audio or video in just a few clicks

Chat with AI

In this tutorial, you’ll learn how to chat with Bridge’s built-in AI. We’ll guide you step-by-step on how to start a conversation, ask questions, and get instant, helpful answers.

Conflict with the CRM

In this tutorial, you’ll learn how to resolve contact conflicts between Bridge and your CRM. We’ll show you how to identify the conflict, choose the correct version, and sync it with just one click

Login Bridge

In this tutorial, you’ll learn how to log in to your Bridge account by entering your email and password, selecting your account, and getting started right away.

This tutorial walks you through starting a new chat in Bridge, whether with one person or as a group. You’ll learn to find participants, select them, and create either a private chat or a group conversation in just a few clicks

Same User Conflcit

This tutorial shows you how to fix contact conflicts in Bridge when information differs between Bridge and your CRM. You’ll learn to identify mismatches, view the inconsistencies, and choose which version to keep so everything syncs correctly.

Sync CRM

This tutorial shows you how to sync your CRM in Bridge by locating the contact, clicking the icon next to the notice, and selecting 'Create in CRM' to complete the sync