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This follows on from Branding.

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Distribution card

The Distribution card is where you choose how people reach your Genie.
A QR code becomes available once your Genie is fully set up. If setup isn’t finished, you’ll be prompted to complete it first.

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Phone Number modal

Two tabs: Phone Number and Call Logs.
  • Phone Number — the number your Genie uses to receive or make calls. Add offers three routes:
    • Keep your existing number and forward it here.
    • Get a brand-new number instantly.
    • Port your number over permanently — handled by the Help Genie team, up to five business days.
  • Transfer Phone Number — the number calls get forwarded to when a customer asks for a human.
  • Live Handoff from Browser — lets browser visitors ask the Genie to connect them to a live phone call, with its own escalation number.

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Web Embed modal

Five widget types, each providing copy-ready code in JavaScript, HTML, and React:
  • Standard Widget — popup and full-page, each with its own full appearance editor covering colors, size, position, buttons, avatar, and chat view styling.
  • Chat Widget
  • Email Widget
  • Phone Widget
  • QR Code Widget
Copy the snippet for your platform and paste it into your site.

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QR Code modal

  • Style — choose a preset look.
  • Label Text — the text shown with the code (including a “Talk to [your Genie]” option).
  • Colors — set the code and background colors, with a Reset to your brand defaults.
  • Options — show your logo, or use a transparent background.
  • Format — download as PNG or SVG (downloads are higher resolution than the preview).
  • Public Page URL — reviewable and editable inline before you generate.
  • Saved QR Codes — a gallery where you can re-download or delete previous codes.
  • Customer Invitation QR — when on, scanning invites the person to register and adds this Genie to their favorites.

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Help Genie apps

The Help Genie apps card shows where this same Genie works beyond calls and chat — one tile each for Mail, Sync, and Outbound:

Mail

Mailbox status and address. Open Mail goes to the app.

Sync

How many tools are connected. Open Sync goes to the app.

Outbound

Call lists and campaigns. Open Outbound goes to the app.

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Share drawer

Opened from the Share button in the Genie’s header. Three tabs:
  • Overview — copy the public link, an app link, QR code, phone, mailbox, or Genie Page link.
  • Manage Access — team sharing and token-based access links, for private Genies.
  • Phone — quick access to phone numbers.
Next, see Messaging for the Genie’s mailbox and conversation reporting.