Conversations27
Instagram Direct Messaging
Integrating your Instagram account with your account enables seamless access to incoming Instagram messages directly within the conversation tab.
How to Schedule a Message in Conversations
In this article, we will discuss how to schedule an Email or SMS from the conversation section.
Conversations Overview
This feature enables you to monitor all inbound and outbound communication, including calls, texts, and emails. For businesses with social media integrations, such as Facebook, WhatsApp, or Google My Business, this platform consolidates your communications into a single interface.
How To Send An SMS
Conversations are a great way to communicate with a contact. The great news is that no matter how you communicate with the contact, all of your conversations will be in one unified inbox.
Finding Call Recordings In Conversations
Finding Call Recordings In Conversations
How to Send an Email
How to send an email
Requesting Payment in Conversations
How to Request Payment in Conversations with Quick Payment Links
Quick Filter
Quickly manage your chats with ease by utilizing the Quick Filters button.
Sending Messages
To compose and send messages within a client conversation, use the message box situated at the bottom right of the page.
Do Not Disturb
DND is also known as "Do Not Disturb". It allows you to remove a contact from one or all communication channels integrated with the CRM. The DND feature is crucial for maintaining compliance and respecting the communication preferences of your contacts.
Contact Information in Conversations
This article is going to walk you through everything you need to know about the Slim Panel, a cool tool that helps you manage a contact's information, appointments, opportunities, tasks and notes without having to leave your conversation screen.
How to Use Conversation Filters & Bulk Actions Overview
These handy tools will help you organize and handle your messages more effectively.
Attachments Made Easy in Conversations
We're excited to introduce a new feature that makes sharing files easier and more efficient for everyone.
Activity Cards in Conversations
Activity Cards offer a consolidated view of important updates, making your experience smoother and providing you with real-time insights.
Live Chat
Live Chat is a dynamic real-time communication tool that empowers website visitors to establish direct and instant communication with users through a feature-rich web chat.
How to CC and BBC for Email Composer
Our email composer has some cool features that help you send emails to different people in a smart way. These features are called CC (Carbon Copy) and BCC (Blind Carbon Copy), and they make your emailing experience better.
Understanding Attachment Size Limits for SMS and Email Communications
By the end of this guide, you'll know exactly how to manage your attachments for both SMS and email, making sure your important messages always reach their destination.
How to Use Your Facebook Integration Within Conversations
This guide will walk you through the process of connecting your Facebook page, managing messages, and utilizing the CRM's features to streamline your communication and improve customer engagement.
Conversations & WhatsApp
WhatsApp Chats in the Conversations view.
WhatsApp Voice Notes
This guide will walk you through the process of sending a voice note via WhatsApp, explore its practical applications, and provide answers to common questions.
How to Use Snippets for WhatsApp Messaging
With snippets in your messaging toolkit, you’re ready to streamline your WhatsApp communications like a pro. Craft, save, and deploy your messages with ease, turning tedious tasks into a breeze while maintaining consistent communication with your audience.
Internal Comments in Conversations
With internal comments, you can share information, request feedback, review responses, and capture essential updates within the conversation.
How to Send a Group SMS
The Group SMS feature enables seamless engagement with multiple contacts through a single SMS conversation.
How to Manage Bot Status for Individual Contacts
The Conversation AI aids in handling customer interactions but if you need to disable it for an individual this guide will be your helper.
How to View Call Status
Tracking and checking the Call Status gives you insights into the success of your power dialler and manual calls. The call status is used in workflow triggers and automation, providing an interaction point with customers. So let's check how to view the Call Status.
Response Info for Conversation AI
The AI Response Info panel gives users detailed insights into AI-generated responses, including prompts, intents, knowledge chunks, and chat history. This feature enhances transparency, making it easier to track, understand, and troubleshoot AI interactions.
How to Send an Internal Chat
Internal Chat is a valuable feature within the Conversations module that enables private communication between team members.
Trigger links3
Trigger Links
In this article, we'll take a closer look at trigger links. Trigger links are an excellent way to automate your campaigns.
Analyze Trigger Links
This guide will walk you through how to access and analyze your trigger link activity, helping you make data-driven decisions to enhance your automation strategy.
Adding Custom Values & Trigger Links to Messages
How you can add custom values and trigger links to messages
Snippets5
Text & Email Snippets Overview
Getting Started With Text & Email Snippets
Add Text Snippet
How To Build SMS, Facebook, Instagram, & Short Chat Message Snippets
Snippets
The Templates section under the Marketing tab allows you to craft text message and email templates.
Add Email Snippet
To craft a new email snippet, locate the + Add Snippet button situated at the top-right corner of the Snippets tab within the Conversations section of your CRM.
Create & Use SMS Snippets
How to Create and Utilize SMS Snippets
Manual Actions2
Manual Calls
The Manual Calls action allows you to systematically organize and queue contacts requiring phone calls.
Manual Actions
Keep all your team’s manual actions such as phone calls and SMS messages organized with Manual Actions.
Other Help Topics
Here you can find a collection of articles that will help get you started with our platform.
Memberships and CommunitiesHere you will find everything related to the Memberships and Communities features of our platform.
SettingsHere you will find everything related to the global settings of our platform.