Mastering Dashboard Widgets: A Step-by-Step Customization Guide Dashboard widgets are essential tools for visualizing key data points, offering insights into your business's performance. Customizing these widgets ensures they align with your specific goals and reporting needs. This guide provides a comprehensive walkthrough on modifying widget setti...

Demo Video: Wind Solutions - Automation, that moves! 🌬️ 🌬️ 🌬️ For now this Demo Video exists only in German....

Enhancing Customer Engagement with Conversation AI through LeadConnector Docs Dive into the capabilities of Conversation AI with resources from our partner, LeadConnector. This article provides a direct link to LeadConnector's documentation, offering in-depth guidance on using the Conversation AI feature. Learn how to leverage advanced AI tools to a...

Google Drive Integration: Seamlessly Syncronize your Media from Google Drive with Wind Solutions Integrating Google Drive with our media storage system provides a powerful way to manage, access, and utilize your files across Wind Solutions. This integration enables you to streamline workflows, ensuring your media assets are just a click away. Whethe...

Quick Start Guide: Mobile App The Quick Start Guides from LeadConnector provide a simple introduction to using our platform. As our trusted development partner, LeadConnector offers helpful videos to guide you through the initial steps. Please note that the videos are currently available in English only....

Overview: Phone Services and Numbers Managing business communication effectively is essential in today’s competitive landscape. The Phone Services and Phone Number Settings platform within Wind Solutions offers a centralized solution for purchasing, configuring, and optimizing phone numbers for seamless inbound and outbound communication. With featu...

Introducing the Labs Feature: Your Hub for Innovation At Wind Solutions, we are constantly striving to provide cutting-edge tools to enhance your business operations. The Labs feature, now accessible from your Settings, serves as a central hub for testing and activating innovative new features before they’re officially launched. This is your opportu...

Overview: Conversation AI Conversation AI is a powerful feature designed to revolutionize the way businesses manage customer communication by leveraging the capabilities of artificial intelligence. This tool enables seamless automation, personalized interactions, and efficient handling of customer inquiries across multiple channels such as SMS, emai...

Understanding Dashboard Widgets: Your Path to Smarter Data Analysis Dashboard widgets are the building blocks of a personalized and efficient data visualization experience. By offering customizable and dynamic insights, these widgets transform complex metrics into clear, actionable information. Whether you’re tracking sales performance, monitoring c...

LeadConnector Docs: Email Services Explore the comprehensive guide to Email Services through our partner LeadConnector’s documentation. This article provides essential information on setting up and managing email services within our platform, helping you streamline your email communication, automate responses, and enhance customer engagement. Discov...

LeadConnector Docs: Google/Gmail/GoogleWorkspace as SMTP Provider This article guides you to our partner LeadConnector's in-depth documentation on configuring Google/Gmail as your SMTP provider within our platform. Learn how to set up Gmail app-specific passwords with 2-step verification, ensuring a secure and reliable email integration. LeadConnect...

LeadConnector Docs: Easy Calendar Management This article leads to our partner LeadConnector’s comprehensive documentation on calendar management. Here, you'll find helpful guides on how to set up recurring appointments, create calendars for classes, and add or remove calendar widgets. It also covers how to configure staff member selection in the bo...

LeadConnector Docs: Affiliate Manager Explore our Affiliate Manager through LeadConnector’s comprehensive documentation. This feature provides tools for creating and managing affiliate workflows, tracking performance, and optimizing affiliate partnerships within our platform. The documentation includes guides on setting up workflows, allowing affili...

Troubleshooting Bulk Imports Efficiently managing customer data is essential for businesses aiming to maintain smooth operations and personalized interactions. Bulk importing via CSV files is a powerful tool for quickly uploading large datasets. However, this process can occasionally encounter challenges, such as unsupported file formats, improperly...

Product Finder: The right Wind Solutions SaaS product for your company Wind Solutions offers various SaaS products that are specifically designed to meet the needs of companies in the digital world. Whether you are looking for a simple solution to create your website or want to integrate extensive automation into your business process, we have the r...

Overview: Email Services In today's digital-first world, email communication plays a critical role in customer engagement and operational efficiency. The Email Services feature from Wind Solutions offers a robust platform to streamline and manage your email communications effectively. This guide provides an overview of the feature's key functionalit...

Overview: Workflow AI and Workflow AI Assistant In today's fast-paced digital landscape, businesses require advanced tools to streamline operations and deliver exceptional customer experiences. Workflow AI and Workflow AI Assistant are two powerful solutions designed to revolutionize workflow automation. Workflow AI focuses on leveraging artificial ...

Guide to the core Features across SaaS Websites, SaaS Website & Automations, and SaaS Professional Plans Explore the comprehensive feature sets of our SaaS solutions, designed to streamline business processes and enhance digital capabilities. In this guide, you'll find a breakdown of features available in SaaS Websites, SaaS Websites & Autom...

Overview: Reputation & Review Management In today’s digital age, a strong online reputation is critical for businesses to thrive. Reputation management tools allow companies to manage customer reviews effectively, enhance their visibility online, and build trust with their audience. This article provides an overview of the key features, best pra...

Overview: Mobile App The mobile app provided by our trusted development partner, Lead Connector, is an essential tool for businesses aiming to streamline their operations and enhance customer engagement. Designed with user-friendliness in mind, this app empowers users to manage appointments, communicate effectively with clients, track business perfo...

Quick Start Guide: Conversations The Quick Start Guides from LeadConnector provide a simple introduction to using our platform. As our trusted development partner, LeadConnector offers helpful videos to guide you through the initial steps. Please note that the videos are currently available in English only.  ...

Overview: Windy AI Chat – Your Intelligent Support Assistant Windy AI Chat is your intelligent, AI-powered support assistant, designed to provide quick and efficient help whenever you need it. Whether you are navigating Wind Solutions' features, troubleshooting, or exploring our platform’s documentation, Windy AI Chat ensures you get the answers you...

Overview: Account / User & Authentication Understanding the structure of accounts, users, and authentication is essential for effectively managing your workspace and maintaining security within the platform. This article provides a comprehensive overview of key concepts such as the distinction between Accounts (Sub-Accounts) and Users, as well a...

LeadConnector Docs: Phone Services This article provides direct access to LeadConnector's comprehensive documentation on Phone Services. Here, you’ll find essential resources to support your business's phone communication needs, including detailed guides on phone number settings, managing SMS and call campaigns, and compliance best practices for A2P...

How To: Train Conversation AI In this guide, we will explore how to train Conversation AI to ensure it accurately responds to customer inquiries, enhances engagement, and streamlines communication processes. Whether you're adding custom data, linking URLs, or improving its query detection, this article will walk you through the necessary steps to fu...

Overview: Payments Feature in Wind Solutions At Wind Solutions, we understand the pivotal role of seamless payment processes in enhancing business operations. While we do not act as a payment provider, we specialize in offering robust tools and seamless integrations with leading payment gateways/providers like Stripe and PayPal. Our platform is desi...

Overview: Settings in Wind Solutions In Wind Solutions, the settings section offers a wide array of customizable options designed to meet your business needs. From managing your business profile, billing, and staff to configuring essential business services like automation, conversation AI, email, and phone numbers—everything is within your control....

Overview: Media Storage – Streamline Your File Management within Wind Solutions Media Storage is your centralized hub for managing and organizing files within your platform. Whether it's images, videos, or documents, this feature ensures your media is always accessible and easy to manage. With intuitive tools and efficient categorization, Media Stor...

Overview: Automations/Workflows In today's fast-paced digital landscape, businesses are increasingly turning to automation to streamline operations, enhance customer engagement, and boost efficiency. Wind Solutions Automations and Workflows offer a robust platform to automate repetitive tasks, manage customer interactions, and optimize business proc...

LeadConnector Docs: Workflow AI Assistant Streamline your workflow creation with the Workflow AI Assistant! This comprehensive guide connects you to LeadConnector’s documentation, where you’ll learn how to use the AI-powered assistant to build, optimize, and manage workflows efficiently. From start to finish, Workflow AI provides step-by-step guidan...

LeadConnector Docs: Memberships and Communities Explore how to build and manage exclusive memberships and vibrant communities with our powerful features. This article guides you to our partner's documentation, where you can learn about setting up and customizing membership themes, creating whitelabel communities, managing member groups, organizing c...

LeadConnector Docs: E-Commerce Integrations Enhance your online store's capabilities with seamless E-Commerce integrations. This article connects you to our partner LeadConnector's comprehensive documentation on integrating popular E-Commerce tools like Shippo, Shopify, and WooCommerce within our platform. Whether you're managing shipping, handling ...

Unlocking the Power of Automations and Workflows with LeadConnector Docs Explore the full potential of workflow automations with guidance from our trusted partner, LeadConnector. This article links directly to LeadConnector’s documentation about Automations, where you'll find an extensive collection of resources and tutorials designed to help you ma...

Bot Goals in Detail Bot Goals allow you to define the behavior, personality, and purpose of your Conversation AI bot, ensuring it aligns with your business objectives. By customizing Bot Goals, you can make your Conversation AI not only capable of responding to customer inquiries but also embody the tone and intent of your brand. Whether it's guidin...

The Process from Purchase to Product Usage The process of getting started with Wind Solutions SaaS products is simple and efficient. First, you select the product that best fits your needs, with options that are clearly tailored to meet specific business requirements. Once you’ve made your choice, you simply enter your company and payment details, a...

Quick Start Guide: Marketing The Quick Start Guides from LeadConnector provide a simple introduction to using our platform. As our trusted development partner, LeadConnector offers helpful videos to guide you through the initial steps. Please note that the videos are currently available in English only....

Quick Start Guide: Payments The Quick Start Guides from LeadConnector provide a simple introduction to using our platform. As our trusted development partner, LeadConnector offers helpful videos to guide you through the initial steps. Please note that the videos are currently available in English only....

LeadConnector Docs: Objects Gain control over custom data management with the Objects feature. This article links to our partner LeadConnector's detailed documentation on the "Associations for Custom Objects," a powerful tool that enables users to create connections between custom objects and contacts or even between objects themselves. Discover how...

LeadConnector Docs: WordPress Integration This article provides a direct link to our partner LeadConnector's documentation, offering in-depth guidance on the WordPress integration feature. With resources covering essential topics like troubleshooting WordPress error codes, managing files with the WP File Manager plugin, and adding domains to your Wo...

LeadConnector Docs: Contacts Get the most out of contact management with our comprehensive Contacts feature. This article links to our partner LeadConnector's documentation, where you'll find detailed guidance on managing contacts effectively within our platform. Learn how to input multiple phone numbers, bulk add or remove tags, configure searchabl...

LeadConnector Docs: Seamless Integrations for Enhanced Connectivity This article links to our partner LeadConnector’s detailed documentation on integrations, providing valuable resources for connecting your favorite platforms. Whether you’re looking to integrate with Facebook, TikTok, LinkedIn, or Google Business, this guide has you covered. You’ll ...

Overview: AI Tools Enhance your workflow with powerful AI-driven tools , including content generation , image creation , and process automation . Our AI tools save time and boost efficiency, allowing you to create and manage content, automate tasks, and improve communication effortlessly.   Content AI Get AI assistance for text creation. Use AI to g...

LeadConnector Docs: Mobile App Guide Discover how to get started with the LeadConnector Mobile App through this article, which connects you to LeadConnector's comprehensive documentation. Here, you'll find step-by-step instructions on downloading the app and creating invoices directly from your mobile device. Whether you're on the go or managing you...

How To: Create and use Surveys In this Tutorial you will learn how to create Surveys and use/share them!   Getting Started To access these new features, you'll need to navigate to the Sites Tab > Surveys > Builder within your sub-account. Here's a step-by-step guide: Log in to your Wind Solutions account and select the relevant sub-account whe...

LeadConnector Docs: Social Planner Discover everything you need to know about maximizing your social media presence with the Social Planner feature. This article leads to the LeadConnector documentation, providing a wealth of information on using the Social Planner to manage, schedule, and publish content seamlessly across platforms. From recurring ...

How To: Add a new Employee Navigate to “Settings” (in the Feature Sidebar at the bottom) → “My Staff”. Here you can filter and edit your existing Staff or add new employees.   Process of adding a new Employee Click on the blue button which says “+ Add Employee” as you can see in the following image.   User Info The first step in the creation process...

Overview: Standard/Custom Objects The Objects feature in Wind Solutions allows businesses to manage their data efficiently using both standard and custom objects. This functionality empowers organizations to create tailored data structures, connect different datasets, and automate workflows. Whether you're managing contacts, companies, or unique dat...

Overview: Custom Values Custom Values in Wind Solutions are user-defined placeholders that store specific information, enabling businesses to personalize communications and automate processes efficiently. By integrating Custom Values into your workflows, you can enhance customer interactions and maintain consistency across various platforms.   Key F...

Contact Information Authentication After setting up your account you need to authenticate your Email address and phone number. You do this under Settings → Phone Numbers, follow the steps there. If you already verified these contact information you are going to see the standard Phone Number settings as you can see further down. Step 1:  First you ne...

Quick Start Guide: Reputation Management The Quick Start Guides from LeadConnector provide a simple introduction to using our platform. As our trusted development partner, LeadConnector offers helpful videos to guide you through the initial steps. Please note that the videos are currently available in English only....

LeadConnector Docs: Conversations Dive into the Conversations feature with LeadConnector’s detailed documentation. This resource provides insights into managing customer interactions, utilizing conversation filters, applying bulk actions, and more. You’ll find guidance on using CC and BCC in communications, viewing contact engagement scores, and log...

Enhance Your Brand’s Online Reputation and get the most out of our Reputation Feature using the LeadConnector Docs This article provides a link to LeadConnector’s documentation on the Reputation & Review Management feature, covering valuable tools and strategies for managing and improving your business’s online reputation. Explore topics such as...

Overview: Custom Fields Custom fields are a powerful tool for tailoring our CRM system to fit the unique needs of your business. They allow you to store, organize, and display information specific to your operations. By using custom fields, businesses can enhance their data management processes, improve customer interactions, and streamline workflow...

Funnel/Website Builder(Editor) in Detail The Funnel and Website Builder tools within Wind Solutions are powerful, intuitive platforms designed to help you create stunning, client-facing web pages tailored to your business needs. Both features are housed within the Sites module, serving as the foundation for building seamless, high-performing website...

LeadConnector Docs: Workflow AI Action Unlock the potential of automation with the Workflow AI Action, a feature designed to enhance your business processes using advanced AI. This article links to LeadConnector's in-depth documentation, providing insights into configuring the Workflow AI Action within our platform. Discover how Workflow AI integrat...

Maximize Efficiency with Automation/Workflows & Conversation AI In today's fast-paced business environment, streamlining workflows and automating repetitive tasks are critical to saving time and improving productivity. Wind Solutions offers an advanced integration of Automation/Workflows in combination with our Conversation AI that allows busine...

Overview: Content AI - Revolutionizing Your Content Creation Process Content AI is your all-in-one solution for generating engaging, high-quality content with the Help of AI. Designed to save you time and effort, this advanced tool helps you create, optimize, and refine content for social media posts, blogs, emails, and beyond. Whether you’re crafti...

Wind Solutions Core Features This Presentation of our core features is only available in German for now....

LeadConnector Docs: Implementing the Chat Widget on Various Website Platforms This article provides a link to our partner LeadConnector's documentation on setting up the Chat Widget across popular website platforms like Wix, Shopify, and more. The Chat Widget allows you to connect with visitors in real time, offering personalized support and engagem...

Mastering Your Online Presence with the LeadConnector Documentation about Sites This article directs you to the LeadConnector documentation, where you'll find essential resources on using the Sites feature to create and manage websites and funnels. Topics include integrating WordPress domains, adding digital products, and utilizing the Funnels &...

How To: Host/Publish a Site Launching a website, funnel, or store is an exciting step for your business, and Wind Solutions makes it easy to turn your vision into a live online presence. In this guide, we'll walk you through the step-by-step process of connecting your domain and publishing your site using Wind Solutions' intuitive platform. Whether ...

Navigating the Default Dashboard: A Beginner’s Guide The Default Dashboard is designed to provide an at-a-glance overview of your business performance, helping you track key metrics and make informed decisions with ease. Whether you're monitoring opportunities, revenue, or conversion rates, this guide will walk you through the layout and features of...

Overview: Sites The "Sites" section in your platform is a comprehensive toolset designed to help users build and manage their online presence effectively. With features like Funnels, Websites, Analytics, Blogs, and more, this section empowers businesses and creators to streamline their online operations, enhance customer engagement, and monitor thei...

Overview: Calendars Efficient calendar management is a cornerstone of successful business operations. In today’s fast-paced world, businesses rely on advanced tools to streamline appointment scheduling, maintain availability, and integrate with external platforms. Wind Solutions Calendars feature provides a comprehensive suite of tools to meet these...

Overview: Opportunities & Pipelines Opportunities and pipelines are integral to managing your sales and customer relationship processes. These tools provide a structured way to track, organize, and advance leads through the sales journey, ensuring no potential client is overlooked and every deal progresses efficiently. Opportunities represent po...

Overview: Reviews AI In today's competitive business environment, managing customer reviews efficiently is essential for maintaining a strong reputation and fostering customer trust. Reviews AI is a powerful tool that simplifies and automates the process of managing, responding to, and engaging with customer reviews. Whether you prefer manual review...

Overview: Marketing Feature In today’s fast-paced digital landscape, marketing success hinges on streamlined tools and a cohesive strategy. The "Marketing" module from Wind Solutions offers an all-in-one platform to manage your campaigns across email, social media, paid ads, and affiliate programs. By integrating powerful features like the Social Pl...

Overview: Memberships In today’s digital age, fostering meaningful connections and providing exclusive value to your clients and audience has never been easier. The Memberships Feature of Wind Solutions empowers businesses to create tailored experiences for their audience. Whether you’re a coach, educator, influencer or entrepreneur, these tools ena...

LeadConnector Docs: Company Object Automation Unlock efficient organization and streamlined data management with the Company Object Automation setting. This article links to our partner LeadConnector's documentation, providing detailed insights into configuring the Company Object Automation within our platform. This feature allows users to repurpose...

Overview: App Marketplace The App Marketplace serves as a hub for discovering and integrating tools that enhance your specific platform’s functionality and needs to streamline your business operations. From free utilities to premium paid apps, the Marketplace provides a wide range of options designed to meet diverse needs. This guide will walk you t...

Understanding Wind Solutions Pricing and SaaS Subscription Plans In this article, we will break down the pricing structure for Wind Solutions services and how our subscription plans work. You'll learn about the different SaaS Plans and their costs. We'll also cover the billing process, payment options, and any potential additional costs, ensuring yo...

LeadConnector Docs: Opportunities & Pipelines Explore the full potential of managing sales and customer interactions through the Opportunities & Pipelines feature. This article directs you to our partner LeadConnector's comprehensive documentation, where you'll find step-by-step guidance on handling opportunities and configuring pipelines wi...

Overview: Contacts (CRM) The Contacts ( CRM ) feature serves as the backbone of your customer relationship management system, providing a centralized hub for organizing, managing, and nurturing your client relationships. With this feature, businesses can streamline communications, track interactions, and build meaningful connections with their leads...

Overview: Understanding the Dashboard Feature The dashboard is the central hub for monitoring and analyzing your business performance within Wind Solutions. It provides a comprehensive view of key metrics, such as opportunities, revenue, and conversion rates, allowing you to track progress and make informed decisions. With its intuitive design, the ...

Overview: Image AI - Effortless Visual Creation within Wind Solutions Creating visually compelling content is essential for effective social media engagement, and Image AI simplifies this process like never before. Leveraging advanced AI technology, this feature allows you to generate high-quality images tailored for your campaigns and your brand ap...

How To: Change Your Password and Manage Employee Passwords Managing passwords securely and efficiently is crucial for maintaining access to your platform. This guide will walk you through the steps to change your own password directly within the platform or trigger the "Forgot Password" action for yourself if needed. Additionally, as an admin, you'l...

LeadConnector Docs: WhatsApp Integration Explore the comprehensive guide to integrating WhatsApp with your system through LeadConnector's documentation. This article links to essential setup instructions, frequently asked questions, and best practices for adding a marketing opt-out button to your messages and more. Whether you're looking to enable W...

Overview: Reporting for Insights and Success The "Reporting" section provides powerful tools to help you track, analyze, and optimize your business performance. From detailed insights into your advertising campaigns to evaluating team productivity and customer engagement, the reporting suite equips you with actionable data. With features like Custom...

Overview: Funnel AI – Build Funnels Faster with AI Funnel AI is your intelligent assistant for creating funnels effortlessly. Designed to save you time and resources, Funnel AI leverages advanced artificial intelligence to generate high-quality, professional funnels and web pages tailored to your needs. Whether you’re launching a new product or buil...

Streamline your Transactions with LeadConnector’s Documentation about our Payments Feature Explore LeadConnector's comprehensive documentation on the Payments feature, designed to simplify and automate transactions. This article provides a direct link to our partner LeadConnector’s resources, where you can find detailed instructions on setting up an...

Overview: Voice AI Agents Welcome to the overview article of Voice AI Agents, an innovative solution that automates and streamlines your customer communication through AI-powered voice interactions. Voice AI Agents allow businesses to manage inbound calls efficiently while providing human-like, customizable responses. This technology enhances produc...

Overview: Conversations - Centralize Customer Communication Across many Channels The Conversations feature in Wind Solutions provides a unified platform to manage all customer interactions efficiently. Whether it's SMS, email, live chat and more, Conversations ensures seamless communication and collaboration across multiple channels. This guide will...