Getting Started

Support Lead Setup

In the insurance system, leads often come with multiple drivers, policies, vehicles, properties, etc. Here's how to handle them efficiently by posting in multiple...

Shape’s Content Management System

Enhance your sales team's effectiveness with visually appealing, customized marketing templates seamlessly integrated into your Shape instance.

Everquote Integration

In this guide, we will outline the workflow between EverQuote and Shape to ensure a smooth integration and transition for new EverQuote customers starting...

Lightspeed Integration

Two-Factor Authentication (2FA) significantly enhances the security of login processes by adding an extra layer of verification beyond just a username and password.

RETR Integration

Connecting Shape to RETR is very easy and can be accomplished in just a few steps. Once connected, endpoints for each of your individual...

Marketing Compliance Tab

Shape's Marketing Compliance tab allows you to track the effectiveness of your marketing campaigns, optimize your marketing spend, and gain insights into customer behavior.

Two Factor Athentication

Two-Factor Authentication (2FA) significantly enhances the security of login processes by adding an extra layer of verification beyond just a username and password.

ShapeAI Call Transcription & Analytics

ShapeAI’s Call Transcription and Analytics are enterprise-level solutions designed to meet the complex needs of large organizations.

Troubleshoot Call Forwarding Issues

If you're experiencing issues with call forwarding when dialing through Shape software, this guide contains helpful troubleshooting tips to ensure settings on your device...

Shape Credit Reporting Guide

Utilize Shape's Soft Credit Pull feature. Once the soft credit pull is enabled, pulling the credit report from within a record is super easy....

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