Using video is a great way to engage clients and spark conversation.
Watch the video below to learn how to send an individual client a personalized video message while previewing their report. You can quickly achieve this using our BombBomb integration, but it's not the only way.
If you don't have BombBomb, that's okay! You can use another screen recording application, like Zight or Zoom. More on that in the video below.
Have questions? Send customer support a direct message using the pink icon in the bottom right corner of your screen.