All Features
Discover why Gist is a win for your business
Multi-Channel
Receive messages from leads and users wherever they are
Team Inbox
One place to manage and respond to all conversations with leads and users
Customer profiles
Know who you’re talking to – see their location, activity and more.
Collision detection
Real-time alert when people are viewing or replying to the same conversation.
Desktop notifications
Get notified of conversation activity with desktop browser notifications supported on Chrome, Firefox, and Safari.
iOS, iPad OS and Android apps
Check in on your mailboxes, manage conversations, and collaborate with your team on your iPad or iPhone or any Android phone.
Notes & Mentions
Loop in teammates in conversations and work together behind the scenes.
Support history
Customers can access their support history and reply in Gist Messenger.
Office hours
Filter reports and activate the auto reply based on your operating hours.
Advanced search
Search all your data, add advanced filters and perform bulk actions all in one step.
Welcome messages
Create your own automated chat triggers to engage visitors, capture leads, and win customers.
Automatic reply email
Create a confirmation message that is sent to customers as soon as their email is received.
Bulk actions
When viewing a folder, select up to 50 conversations and you can act on them all at once.
Tagging
Use tags to categorize conversations, monitor trends and trigger Workflows.
Message sneak peek
See what the visitors are typing in real time before they send it over.
Lead qualification profiles
Record and keep track of information from leads as you chat.
Live view
Know exactly who’s on your website in real-time and message them proactively.
Satisfaction ratings
Customers rate their support experience and you can view results in the reports.
Inbox Automation
Reduce time spent on redundant tasks
Assignment rules
Automatically assign conversations based on company or user data.
Smart suggestions
Our bot intelligently suggests articles based on the questions people ask.
Custom Bots
Deploy useful bots that can assist with simple requests like surfacing relevant help documentation, routing inquiries to the right team, booking appointments, and more.
Lead qualification bot
Define the information you need and Operator will collect it for you.
Round robin assignment
Automatically assign conversations equally between available teammates.
Separate support and sales
Identify and route existing customers to support and new leads to sales.
Chat transcripts
Effortlessly send a downloadable transcript of your live chat conversation in a few clicks.
Actionable Insights
See your team’s performance and plan ahead
Response times
Set expectations by showing your average response time in the Messenger.
Conversation volume
Know how many conversations you’re having and when you’re busiest.
Team performance reports
See individual conversation volume, response time, revenue, and more Total leads.
Revenue reports
See revenue metrics overall, by message, landing page and bots.
Public Help Center
A beautiful knowledge base, searchable by anyone
Write articles
A clean composer that leaves no surprises when you push articles live.
Unlimited data
Help center can handle all the collections and articles you can throw at it.
Control visibility
Choose which articles are discoverable on your Help Center.
Custom branding
Set your own color scheme, logo, and header image to reflect your brand.
Custom domain
Point any domain or sub-domain to your Docs site for branding control.
Messenger in Knowledgebase
Let people get in touch if they can’t find the answer from your Help Center.
Mobile friendly
Works on any device so your customers can find what they need wherever they are.
44+ languages supported
Support another language or match to your voice and tone.
Revision history
Access and restore previous versions of an article quickly.
Instant user search
Lightning fast search enables customers to find what they need in seconds.
SEO
Customize your URL slug, add keywords, search engine visibility and enjoy an auto-generated sitemap.xml file.
Content importer
Import your existing public knowledge base in a single click.
Helpful Insights
Feedback loops to help you improve your content
Article reactions
Make it easy for customers to tell you if an article is helpful or not.
Rich feedback
Automatically collect feedback to understand how to improve articles.
Actionable Reporting
See average response time, ratings, avg replies to closed ticket, and more.
Help Desk Integration
Connect Knowledgebase and Inbox to scale your support
Article search
Quickly search your entire Help Center without leaving your team inbox.
Article sharing
Search articles when viewing a conversation and insert a link without leaving the Inbox.
Hold All Types Of Meetings
Start scheduling meetings faster with Gist
One-on-one meetings
Supports 1-on-1 meetings where invitees schedule individual slots with you.
Unlimited event types
Event types allow you to tailor your availability, meeting duration, location and more depending on the meeting and who’s scheduling with you.
Works on all devices
No matter if it's phone, tablet or desktop, Gist is accessible from every device, anywhere.
Control your branding
Take every opportunity to show your customers who you are. Highlight your brand on your scheduling page with custom color choices and logo placements.
Timezone detection
Timezone is automatically detected so the date and times are always expected the same.
Availability control
Customize your availability at the times you like so invitees will see only available times defined by you.
Buffer times
Build buffer time between meetings and require custom advance notice for bookings.
Minimum scheduling notice
Avoid last minute meetings and give yourself enough time to prepare.
Accelerate Your Sales Cycle
Ask discovery questions and use integrations to schedule web conferences
Pre-scheduling form
Capture quality information about a prospect using custom form questions. This saves you time and provides you with valuable context about your contact before the meeting.
Multi-lingual scheduling page
Language of the scheduling page is automatically detected based on invitee locale. Supported languages are English, Italian, Polish, French, Swedish, German.
Automated event notifications
Notifications of new meetings and cancellations are emailed automatically to you and your invitees, ensuring everyone stays in sync.
Automated meetings
Qualify leads and schedule meetings using chatbots that work 24/7.
Customizable email notifications and reminders
Send custom emails with information that you determine your invitees need, when they need it.
Zapier integration
With Zapier you can instantly connect Gist with the apps you use every day, including Slack, Gmail, Google Sheets, InfusionSoft, MailChimp and hundreds more.
Zoom integration
The Gist Zoom integration automates your clients' booking by generating a unique video conference link for every meeting.
Metrics & reports
Added support for UTM parameters to track the source of your leads. Pull reports on your scheduled invitees by source, campaign, event type, time-period and more.
Contact Profiles
Understand who they are and every interaction they’ve had with your business
Activity timeline
See a chronological timeline view into every customer's engagement with your business.
Smart fields
Segment prospects using smart fields such as "last contacted" and "last seen" date.
Custom properties
Create custom properties to store virtually any kind of data in Contacts. Add and edit data right inside Gist.
Custom tags
Users can be tagged, searched and messaged based on custom created tag information.
Time zone detection
Timezone is recorded by gathering information on IP based on form submit or email open.
Attribution
Track the entire customer lifecycle to see where your customers come from.
Increment custom field values
Ability to increment a custom field value (such as adding the $ amount a subscriber has spent).
Contact Management
Everything to add, edit, organize, and clean your list
Saved segments
Ability to save a segment of users based on event, tag or customer field information for easy messaging.
List pruning
Interface to prune subscribers which may help increase deliverability and decrease cost.
Bulk edit contacts
Ability to make adjustments to tags and other global information to a segment of users.
CSV Imports
Hit the ground running and import your customer attributes and actions using Gist's CSV import tools.
CSV Exports
Perform custom analysis by exporting your reporting data to a CSV or Excel file.
Event Tracking
Understand how visitors are interacting with your website in real time.
Anonymous visitor tracking
Gist seamlessly stitches together anonymous and known visitor data to generate more consistent cross-device experience.
Repeat visitor tracking
Ability to track anonymous users using cookies to tailor campaigns toward repeat or specific (like pricing) page views on and across domains.
Geo-tracking
Automatically capture your contacts location for geo targeted campaigns.
Automatic event tracking
Our JavaScript snippet automatically captures every click and page view.
Point-and-Click Editor
Event Visualizer allows you to codelessly track any button or link click on your website.
Email Marketing
World class email marketing + marketing automation
Easy editor
Create templates in moments without needing code or find templates in the marketplace that have performed well for other businesses.
Broadcast emails
Sometimes you need to talk to everyone at once. Send one-time email campaigns to anyone on your list.
Automated emails
Trigger emails based on purchase. Or site visits. Or engagement. Automatically send emails when your contacts are most interested.
Email autoresponders
Get in touch right away. Send welcome emails, start a welcome series, or deliver lead magnets automatically.
Scheduled emails
Schedule emails for a specific date and time. Perfect for events, holidays, birthdays, and sales teams.
Targeted emails
Make sure the right message gets to the right person. Group your audience into segments based on practically any information you have.
Email builder (HTML/CSS)
Email editing features allow you to customize HTML/CSS either through the use of a tab or within a split plane view.
CTA button insertion
Ability to easily insert a trackable CTA button without significant need to modify HTML/CSS.
Automatically resend to non-openers
Increase your open rates by up to 50% by resending your email broadcasts to non-openers with a different email subject line.
Email preview
Preview how an email appears across web/other devices and as a particular subscriber to test personalization features.
Simple email templates
Ability to quickly launch an email campaign without significant design changes that work well across multiple devices.
Personalization
From the sender to the message to your call-to-action buttons, you can personalize nearly every part of your emails with Gist based on what you know about each contact
Conditional content
Dynamically change your email content, including images, text and CTAs based on the recipient’s past behavior and patterned interests.
Link click automation
Add tags, get notifications, or subscribe to campaigns, the second an email link is clicked.
Delivery windows
Choose what days and times to schedule a digest so your emails reach your audience right when they expect them.
Unlimited sender emails
Use different email sender name and email address to differentiate between your email newsletters and sales campaigns. Alternatively, you can manage different businesses in one account.
Manage HTML templates
Upload, organise and edit your fully responsive email designs and reuse them in all of your campaigns.
Managed deliverability
Have deliverability taken care of, so you reach as many people as possible.
Dedicated IP
Establish and maintain your own email sending reputation and enhanced deliverability with a dedicated IP for sending all transactional messages.
Full email analytics
Track the performance of your campaigns with a day-by-day breakdown of emails delivered, clicks, opens, bounces, and more.
Double opt-in customization
Choose whether your subscribers can single opt-in or need to double opt-in to your list.
Custom unsubscribe
Ability to set emails to include an unsubscribe link from individual campaigns an entire account or remove an unsubscribe option.
Simple automation rules
If you’re not looking to create a whole funnel, you can still create individual automation rules with a simple “if this, then that” functionality.
Notification emails
Let automation nurture your leads, then notify you at the perfect moment to follow up.
Audience targeting
Target leads and users based on events, sessions, or features used.
Insights
Monitor the performance of your workflow and quickly identify opportunities for optimization.
Form Builder
Build responsive forms fast, using our powerful builder, without relying on designers or developers
Responsive drag & drop visual builder
Creating a new form is as simple as dragging and dropping fields into place. Easily add labels and stylize your form in Gist.
Fully-customizable templates
Launch faster with our templates or create your own form to streamline your workflow.
Trigger email automations
Capture lead data and segment contacts by triggering automations within Gist.
Create Personalized Experiences
Personalize their journey based on interests, purchase history, lifecycle stage and more
Prospect tracking
Know which companies are visiting your website even before they fill out a form. When they do convert, automatically associate them with their past actions.
Merge tags & text replacement
Personalize messaging with merge tags for contact info, custom fields and URL data.
Skip the right visitors to the right steps
Skip visitors to the right step based on previous responses, contact segments and more.
Profile visitors over time with smart forms
Never ask for the same info twice using forms that profile visitors across multiple steps and visits.
Launch Faster
Whatever campaign you’re launching next, Gist has templates to help you get launched faster
Full Screen Welcome Gate
Create full-screen call to actions that instantly boost conversions.
Control the Design
Customize the look and feel of your forms
Custom fonts
Stay on brand with our hand picked selection of the best most beautiful fonts from Google.
Custom success messages
Craft your own custom conversion success overlay whenever you convert a new visitor into a subscriber. You can even include HTML in this message to encourage people to take further action, such as Like your Facebook page or follow your Twitter profile.
Success redirects
Send your visitors to a custom landing page or specific URL once they have successfully opted into your form.
Launch Targeted Campaigns
Promote the right campaign to the right visitors
Visitor segment targeting
Target visitor segments based on page URLs, their visit history, referral source and more.
Contact segment targeting
Target your email subscriber segments on your site by tags, lists, custom fields and more.
Site placement targeting
Position popups and sticky bars. Dynamically display embedded forms in designated areas.
Embed forms anywhere
Add forms to your landing pages easily, by copy & pasting the code onto your website to use Gist forms anywhere.
Inactive display control
Target inactive visitors and convert them into subscribers.
Page-level targeting
Customize your campaigns based on the page or section of your website.
Device-based targeting
Create unique campaigns for desktop, tablets, and mobile devices.
Success tracking scripts
Setup retargeting pixel based on campaign interaction to boost ROI.
UTM campaign targeting
Target and show your campaigns based on specific UTM parameters or any other query parameter in your URL.
Advanced Analytics
See which page or campaigns converting the best so you can improve your lead generation strategies.
Additional Features
More Gist settings and management options
Invite your team members
Invite admins & collaborator users to get your entire team collaborating together.
Manage your clients
Invite your clients to the websites you choose, so they can see reports and make edits to campaigns.
Manage multiple websites
Manage multiple "website" separated as workspaces. Each website has its own campaigns, integrations and contacts.
30+ apps & integrations
Connect Gist to other web services your business depends on.
Free migration services
We’ll migrate your automations, emails, forms, and contacts from any ESP for free.
Security
We've worked hard to make Gist secure and reliable so your business can rely on us.
Independently tested
We contract with security researchers and pen testers to discover security vulnerabilities.
Gist has attempted to create the state of the art all in one platform for business. And it sure is. From Live chat to their email marketing the platforms works well and there's a lot more good features to come.
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Craige Hardel L Founder & Owner - Marketing and Advertising Small-Business
Creating an automated machine that captures, warms and sells to my site visitors and prospects.
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Ben G Mr - Small Business
Gist has come a long way. From simple email and live chat to full fledged email automation, chat bots and knowledge-base. We've been using Gist for quite some time now—and all though there were bumps in the... Read full review
Chris S Co-founder - E-Learning Small-Business
I really love how easy it is to add chat to my site and other sites. The knowledge base is a major plus. They just launched drip campaigns. My customers are now engaging constantly with me and getting the info they... Read full review
Administrator in Media Production - Small-Business
In GIST, Email automation and event tracking are the best. In our SaaS Platform https://callerdesk.io , we are using all of its features whether its knowledge base for product information or its Live chat... Read full review
Kaushal B Director & Co-founder - Information Technology and Services Small-Business
Gist is a powerful all in one marketing and communication software that has all the tools to grow your business.
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