Conversations

Section Components Conversation Header Here you will see the contact you are having a conversation with. You will be able to perform a few actions such as; Customer’s Name ****The name of the customer’s chat you are in will be displayed here. Mark as Starred/Unstarred You can Star a conversation by clicking on this button, […]

No Manual Actions Once you see this message, it means the selected user has no manual actions left to complete! This will change as you switch selected workflows and users. Choose Campaign/Workflow Manual actions will be different depending on which workflow/campaign you have selected. In order to see manual actions from different workflows and campaigns,

Name Template Your template will need a name. Remember, naming conventions are very important when you or someone from your team is trying to find a specific template to send to a lead or customer. Create SMS Template In this body section, you can create your SMS template! Attach Files To SMS You can attach

Name Template Your template will need a name. Again, remember that naming conventions are very important when you or someone from your team is trying to find a specific template to send to a lead or customer. Add Subject Line Give your email template a subject line here. Create Email Template In this body section,

In this tutorial, we’ll provide a review of the Conversations section of your menu. Read on to learn how to navigate through this section. Step 1: Accessing Your Messages. Click into your Conversations inbox. In the first column on the left, you’ll see a list of your messages. You can navigate between unread, recent, and