Master every feature of
Knock Knock App

What is the Dashboard?

The Dashboard — titled "Visitor Intelligence" in the app — is the first screen you see when you log in. It gives you a live, real-time view of every visitor on your website right now, along with today's performance across leads, conversions, traffic sources, auto-engage, and engagement. A green "Live" indicator in the top-right confirms all data is updating in real time.

Navigation Tabs

Overview Tab — Top Row Cards

Summary Statistics Bar

Activity Timeline Chart

A smooth line chart plotting three metrics across the full day. Visitors (teal line) shows total sessions — typically the tallest peak. Engagements (orange line) shows widget interactions. Conversations (purple line) shows active chat and call conversations. Traffic spikes show campaign bursts; if Engagements stay flat when Visitors spike, your widget copy needs work.

Hot Leads Tab

Shows a ranked list of your highest-scoring visitors. Each card shows: visitor name or 'Anonymous Visitor', location (city/country), traffic source tag, campaign ID tag for paid sources, a green lead score progress bar (e.g., 75), and a View button to open their full profile and session recording. Total lead count shown top-right (e.g., '7 leads').

Conversions Tab

Traffic Sources Tab

Auto Engage Tab

Shows performance of every Auto Engage message. Each card shows: the exact message text, Shown count, Responded count, Rate %, and Best Source page. Messages with 100% rate were shown once and responded to. Messages with 0% need copy or timing adjustment.

Engagement Tab

Page Performance

Shows which pages receive the most visitor attention. Columns: Page Title + URL, Visitors count, and Avg Time on page. High avg time on the Pricing page (e.g., 28m 51s) signals strong buying intent. Default shows 10 pages — click 'Show All (50)' for the complete list.

FAQ

What is Activities?

Activities is your live viewing room for website visitors. See exactly who is on your site right now, what they are looking at, where they came from, and how long they have been browsing. Split into two areas: Live Sessions (visitors on your site right now) and Recorded Sessions (past sessions saved for replay).

Live Sessions — Visitor Card Information

Action Bar — Reach Out Live

Recorded Sessions

FAQ

What is Leads?

The Leads module is your prospect pipeline. Every time a visitor identifies themselves — by starting a chat, accepting a call, or leaving their details — Knock Knock App creates a Lead record. View, filter, score, and manage all leads from one place. Think of it like a CRM built directly into your website engagement tool.

Lead Profile — What Gets Captured

Lead Scoring — How It's Calculated

Score Ranges

Managing Your Leads

• Filter by lead score: Hot (80–100), Warm (50–79), Cold (0–49).
• Filter by source: Organic, Paid, Social, Direct, Referral.
• Filter by date range: Today, Last 7 days, Last 30 days, Custom.
• Sort by: Lead score, Last activity, First seen, or Company name.
• Assign leads to team members for follow-up.
• Mark a lead as Won, Lost, or In Progress to track pipeline status.
• Export leads to CSV for use in external CRMs or email platforms.

FAQ

What is Chats?

Chats is your central inbox for all text-based visitor conversations. When visitors start a chat through the Knock Knock App widget, those messages appear here — organised, searchable, and ready to reply to. It works like a professional messaging platform built for sales and customer support.

Filter Tabs

Inside a Conversation

• Left panel — Chat list for quick switching between conversations.
• Centre panel — Full message thread with timestamps and read indicators.
• Right panel — Visitor Information Card: name, location, lead score, pages visited, session history.

Message Composer Features

Response Status Indicators

FAQ

What is Calls?

The Calls module logs all inbound and outbound voice and video calls initiated through the Knock Knock App widget. Every call — answered by you, your team, or the AI Agent — is recorded here with a full record including transcripts and recordings.

Call Log Columns

Time Filters

Call Recordings & Transcripts

• Play back recordings directly in the browser.
• Read AI-generated transcripts to quickly scan what was discussed.
• Share recording links with team members for coaching or review.
• Download recording files for your own records.
• Use transcripts for onboarding new sales reps with real conversation examples.

FAQ

What is Reports?

Reports is your business intelligence centre. It aggregates data from across the platform — visitor activity, chats, calls, leads, and AI Agent performance — and presents it as clear, actionable insights. Understand what is working, what isn't, and where to focus your energy.

Report Types

Date Range & Filters

• Date range: Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, or Custom.
• Team member: View all agents or filter to a specific person.
• Channel: Chat only, Calls only, or All channels combined.
• Lead status: Show data for Hot, Warm, or Cold leads separately.

Daily Digest Email

FAQ

What is the Widget?

The Widget is the interactive window that appears on your website — usually in the bottom-right corner. It's how visitors connect with you via text chat, audio call, or video call without leaving your website. Think of it like a friendly assistant stationed at the entrance of your digital storefront.

Installation — One-Time Setup

Display Settings

Color Presets

Communication Options

Page Rules — Advanced Personalisation

Page Rules let you show different widget messages, videos, and headings on different pages. Go to Settings → Widget → Rules tab → Toggle ON 'Page-Specific Content' → New Page Rule. Set a Page URL, optional custom video, and Online/Offline headings per page. Example: Pricing page shows 'Questions about our pricing?' — far more relevant than a generic greeting.

Call Settings — Who Answers First

Where Calls Reach You

FAQ

What is AI Agents?

AI Agents are your 24/7 digital team members. They handle repetitive, time-consuming customer interactions automatically — qualifying leads, answering questions, booking appointments, and routing enquiries — so your human team can focus on closing deals.

Three Agent Types

Auto Connect Agent — How It Works

Auto Connect — Chat Mode vs Call Mode

Configuring Your AI Agent

FAQ

What is Integrations?

Integrations connect Knock Knock App to the other tools your business already uses. But they go further than simple notifications — when Knock Knock App identifies a website visitor, that data can be pushed straight into your CRM automatically. From there, you can run targeted email nurture sequences, retargeting campaigns, and follow-up pipelines against people who visited your site but never converted.

Available Integrations

Identified Visitors → CRM → Nurture Pipeline

CRM Routing Options

What Visitor Data Gets Sent to Your CRM

• Full Name and Email Address (when identified)
• Company Name and Website (when detected)
• Location: City, Country, Timezone
• Traffic Source: how they arrived (Paid, Direct, Organic, Social, Campaign UTM)
• Pages Visited: full list of URLs and time spent on each page
• Lead Score: calculated intent score (0–100)
• Session Count: number of times they have visited your website
• First Seen / Last Seen timestamps
• Conversation History: chat transcripts and call recordings

FAQ

What is Members?

The Members module is where you manage your team inside Knock Knock App. Add colleagues, assign roles, set permissions, and monitor who is active. If Knock Knock App is the front desk of your business, Members is the team roster behind it.

Team Roles & Permissions

Inviting a Team Member

Online Status

FAQ

What is Packages?

The Packages module is where you manage your Knock Knock App subscription. View your current plan, see usage against limits, upgrade or downgrade, and manage billing details — all from one place.

Available Plans

Usage Metrics Tracked

FAQ

What is Organization Settings?

Organization Settings is the control centre for how your entire business appears and operates in Knock Knock App. Define your company identity, set your operating hours, and configure how your team gets notified about important events.

Company Profile

Working Hours

Notification Settings

Recommended Notification Setup

• ✓ Enable: Hot Lead Notification — never miss a high-intent visitor.
• ✓ Enable: Received Call Notification — answer calls promptly.
• ✓ Enable: Chat Transcript Email — keep records of every conversation.
• ✓ Enable: Daily Digest Email — start every morning with a performance snapshot.
• ○ Optional: New Visitor Notification — useful during active sales periods, can be distracting otherwise.

What is My Settings?

My Settings is your personal space in Knock Knock App — separate from Organization Settings which controls the whole account. Here you manage your own profile (the face visitors see when they chat or call you), your personal working schedule, and your notification preferences.

Account Details

Personal Working Hours

FAQ

What is the Agency Portal?

The Agency Portal is a dedicated environment built exclusively for marketing agencies. It gives approved agency partners the ability to white-label the entire platform — under their own brand, domain, and pricing — and create, manage, and oversee all client accounts from a single centralised dashboard. Think of it like running your own SaaS product, powered by Knock Knock App behind the scenes.

Getting Access — Application Process

The Switch Button

Agency Plans

Add Client (Standard)

Creates a sub-account for any client website not using GoHighLevel. Install the widget on any website or CMS (WordPress, Webflow, Shopify, custom HTML). Form fields: Company Name, Email, Description (optional), Default Users (0–3), AI Credits (max 1,500). Click 'CREATE STANDARD CLIENT ACCOUNT' to provision.

Add Client (GHL)

All Clients — Actions Menu

Packages & Allocations — What Each Package Defines

Settings → Agency (Branding)

Settings → White Label (Custom Domain)

Theme Colors — Full Brand Customisation

Playground — White-Label Trial Environment

GoHighLevel Integration — 3-Step Setup

FAQ