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Sugester V2 EN

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Forms

Automatic email replies from forms (templates)

Automatic Email Replies from Forms After filling out the form, the system can automatically send a confirmation email to the client. The content of t...

Forms

Custom JavaScript in Forms

Custom JavaScript in Forms Each form has a Form JavaScript field (custom_js), where you can enter any JS code executed after the form is loaded. It w...

Drive

Drive — file and document management

What is Drive? Drive is a built-in file manager in Sugester. It allows you to store files, organize them into folders, and create documents with meta...

Knowledge Base

Widget Changelog — notifications about new features

Widget Changelog is a tool that informs users about new features, updates, and changes in the product. It appears as a bell icon with a counter for un...

Changelog

New Lexical Text Editor with Markdown, Image, and Table Support

We have introduced a new Lexical editor that replaces the TUI Editor. It offers better support for formatting, inserting images, and tables.

Changelog

Dark mode in all Knowledge Base templates

All KB templates now support dark mode. The SVG logo automatically adjusts to the background color.

Changelog

Help links visible in the Knowledge Base entry editing form

In the KB entry editing form, related help links are now visible, making it easier to manage contextual help.

Changelog

SEO and WCAG Accessibility Improvements — Better Indexing and Navigation

ARIA attributes have been added, header structure and meta tags have been improved. Entries are better indexed in search engines.

Changelog

Widget Changelog — notifications about new features for users

The new changelog widget allows you to inform users about changes. It appears as an icon with a counter for unread entries.

CRM

Clients — creating and editing records

The CRM module allows you to maintain a database of clients and contacts. The client file is a central place where you collect contact information, co...

Knowledge Base

Helplinks – contextual help for form fields

Helplinks are small icons ? displayed in various places within the system — next to form fields, beside buttons, next to section headers, or in settin...

Forms

Form Builder — Creation and Editing

The form in Sugester is a tool for collecting data from customers — contact, reporting, or survey data. Below is a description of the fields available...

CRM

Contacts — people associated with the client

Contacts are individuals associated with a customer record in the CRM — sales representatives, decision-makers, employees of the client’s company. A c...

CRM

Sales Opportunities — Deal Management

Sales opportunities (deals) are potential transactions with clients. They allow you to track the sales process from the first contact to closure. Nam...

CRM

CRM Statuses — Stages and Labels

CRM statuses are used to mark the stages of contacts, sales opportunities, and customers. You define your own statuses tailored to the sales process i...

CRM

CRM Notes — Contact History

CRM notes allow you to document the history of interactions with the client — phone calls, meetings, agreements, observations. Title The title of th...

WebChat

Widget WebChat — live chat configuration

The WebChat widget is a chat window embedded on your website. It allows customers to contact you in real-time without leaving the page. Name The nam...

WebChat

WebChat Response Templates

Response templates are pre-written texts that consultants can quickly insert during a chat conversation. They save time on repetitive questions. Name...

WebChat

WebChat Spaces — organizing conversations

Spaces are channels that organize WebChat conversations — for example, by topic, department, or project. Name The name of the space visible in the c...

VoIP Telephony

VoIP Widget — call button on the page

The VoIP widget is an embedded button on a website that allows customers to make voice calls directly from their browser. Name The name of the widge...

VoIP Telephony

VoIP Central — server configuration

VoIP PBX is the configuration for connecting to a telephony server (e.g., SuperVOIP, Otvarta). It defines the technical parameters needed to make call...

VoIP Telephony

VoIP Connections — Call Recording

The VoIP call module records the history of phone calls — incoming, outgoing, and automatic. Each call can be associated with a client and a task. Ou...

VoIP Telephony

SIP Accounts — Managing Lines

SIP accounts are individual phone lines assigned to users. Each SIP account connects to a VoIP switchboard and allows making and receiving calls. Nam...

VoIP Telephony

VoIP Settings - Integration with Provider

VoIP settings configure the connection to the telephone service provider. You will obtain the authorization data from your VoIP provider. Integration...

CRM

Customer Card

The client card is the central place where you gather all data about the contractor — from basic contact information to the status of cooperation, his...