Hona

Tristan Wright

Product Team

Tobin Whitworth

Learn about how to set up and use the features in Hona Engage.

Hona Engage

Steps to Follow when Setting up your Hona Org

Getting Started: Your Hona Org

Learn how to create and edit the Business User accounts in your Hona Business Org

How to Add/Edit Users in Your Hona Org

Use this article to configure your firm's branding, contact info, notification defaults, SMS settings, and messaging preferences in Hona Company Settings.

Company Settings - Company Info

This article explains what it means to host vs port a phone number in order to help your firm decide what is best for you!

How to Host Your Business Number with Hona

This article will detail the process of connecting your custom domain to Hona. This allows you to send emails from the custom domain.

Custom Domain Setup

Ultimate guide to setting up non-feature related settings in your Hona Org.

Setting up your Hona Org (Hona Engage) 

Learn how Hona’s Lead features help Businesses improve Lead Capture and Lead Management to grow their Business.

Getting Started: Leads

Learn how Hona Engage features can provide your Business with tools for excellent Lead Management.

Utilizing Engage Features for Leads

Use a smart chatbot to collect and organize lead data in Hona automatically.

How to Configure Lead Capture Chatbot

This article walks you through the process of sending information to your CMS using our automations tool.

How to Configure Lead Automation

Learn about how to set up and use the features in Hona Leads.

Hona Leads

Learn the best way to utilize your Hona Lead Capture Widget.

Best Practice: Lead Capture Widget

Troubleshooting: Leads Capture Widget

Use these articles to utilize Hona to capture more leads.

Support: Hona Leads

How to set up Hona's 2-Way Messaging feature, configure your SMS phone number, voice forwarding, and business contact card.

Getting Started: 2-Way Messaging

How to open client messaging threads in Hona, send messages and files, use templates and flags, and manage conversations.

How to 2-Way Message

Streamline your workflow by creating templates for your Business’s most frequently sent messages

2-Way Messaging: Message Templates

2-Way Messaging

Use this step-by-step to learn how to build a case tracker for your client's Hona portal.

How to Build a Project Type (Case Tracker)

Learn how to add, delete, and edit the content of your phases on the Hona portal

How to Build Phases

Learn what Drip Notifications are, how to implement them, and best practices for using them.

Drip Notifications

Project Types (Case Tracker)

Use this article to learn the best way to define and organize your case types.

Best Practices for Defining Case Types

This guide covers how to organize case types, determine project phases, and create a communication timeline that builds trust while reducing manual work for your staff.

Best Practices for Building Project Types

Use this article to learn the best way to define and organize your case phases.

Best Practices for Determining your Phases

Use these articles as additional support for your Project Types.

Support: Project Types

Learn all about Hona's Team settings and why your Business should configure them in your Hona Org.

Getting Started: Team

Follow these steps to help configure the settings of your Team functionalities in Hona.

How to Configure Hona Team

Team

Learn how Calendar Events can help streamline your workflow and keep your Clients up to date on their key events and appointments.

Getting Started: Calendar Events

Event Types act as templates for Calendar Events and reminders. This article will take you through the steps of creating an Event Type.

How to Build Calendar Event Types

Step-by-Step guide for scheduling Events for Client Projects in Hona.

How To Schedule Calendar Events

Calendar Events

What are Hona Forms and how do they bring value to my Business?

Getting Started: Forms

In this guide, we'll provide a step-by-step process for effectively building a Hona Form.

How to Build a Hona Form

How to Send a Form

Best Practices for managing responses to Forms sent to your Clients through Hona.

Managing Form Submissions

Forms

In this guide, we'll provide a step-by-step process for effectively building and configuring a Hona E-Signature Template.

How to Build an E-Signature Template

This article will show you how to send an e-signature request to your client.

How to Send an E-Signature Request From a Template

This article will detail the quick send option within the e-signature feature

E-signatures -  How to use the Quick Send

Learn how to set up E-Signature templates, automation, manual sending, and tracking.

E-Signatures

Learn how Hona’s Reputation features help Businesses collect Client feedback, boost 5-star reviews, and strengthen their overall reputation.

Getting Started: Reputation

Learn how to create, customize, and attach NPS Surveys in Hona to automatically gather Client feedback and measure satisfaction during key case milestones.

How To Configure NPS Surveys

How to use the Review Request Feature in Hona for automated and manual requests

How to Configure Review Requests

Use this step by step guide to learn how to manually trigger Hona's Review Request feature.

How to Send Review Requests

Step by step guide for setting up your Birthday Message feature in Hona

How to Configure Birthday Messages

Learn how to utilize Hona to increase your Business's reputation.

Reputation

Learn how to use Hona's Mass Messaging Tool.

Getting Started: Mass Messaging

Use this guide to learn how to use your Bulk Actions tool to notify more than one Client at a time.

How to Send a Mass Message

Ultimate guide to using your Bulk Actions tool for Mass Messaging and other functions.

Mass Messaging

Use this guide to add new contacts to your Stand-Alone Hona Org.

How to Create a New Client Contact (Stand-Alone Orgs ONLY)

How to bulk upload your case data into Hona without a CMS/CRM integration

How to Bulk Upload Your Case Information (Stand-Alone Orgs ONLY)

How to create a new case in Hona without a CMS/CRM integration

How to Create a New Project/Case (Stand-Alone Orgs ONLY)

Step by step guide for creating Team Member profiles in your Hona Business Org

How to Create Team Members (Stand-Alone Orgs ONLY)

Step by step guide for creating Team Roles in your Stand-Alone Hona Business Org

How to Create Team Roles (Stand-Alone Orgs ONLY)

How to create and manage various roles for your contacts that will allow for multiple contacts to be associated with a single project

Multiple Contacts- Standalone (unintegrated)

Ultimate guide for using Hona features in a Stand-Alone Hona Org.

Stand-Alone Hona Orgs (Non-Integrated)

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.

Reading along with you

English

url(https://downloads.intercomcdn.com/i/o/527006/5e1cb5f74b49a6f3fe0f28d7/900cb47ae966d384b9416f67386e5307.png)