User guide

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User guide

- Overview
- Ortto acceptable usage policy
- Autopilot to Ortto welcome guide
  - Unified Ortto account plans
  - Autopilot email in Ortto
- Getting started
- Templates
- Dashboards
  - Creating a new dashboard
  - Default data source dashboards
- Reports
- Talk
  - Talk inbox
- Campaigns
  - Creating a new campaign
    - Email
    - Playbook
    - SMS
    - Push
    - Journey
  - Managing
- Capture widgets
  - Creating a new capture widget
    - Conversation capture widget
    - Push capture widget
  - Managing
    - Viewing and editing
- People
- Organizations
  - Adding organizations
  - Managing
- Audiences
  - Creating a new audience
  - Managing
- Activities
  - Creating a new activity
  - Managing
- Data sources
  - Configuring a new data source
  - Managing
    - Configuring data retention
- Asset manager
- System-wide features
  - Working with filters
  - Feature limits
- Settings
- Profile, accounts and plans
- Security

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User guide
Data sources
Configuring a new data source
Other integrations

Other integrations

This section provides instructions on how to use the Data sources page to configure Ortto to work with other platforms and sources of data, using a:

Custom API (key)
Webhook
Segment webhook.

Typeform Custom API

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