The Messages module is where you can view all your conversations with your contacts and interact with them when necessary. You can access this module from the left navigation menu.
New messages will appear on the contact list of the Message module (highlighted in green). New contacts will be unassigned by default. When the platform receives messages from new contacts, the conversation will be queued in the default view, New.
When the platform receives new messages from a new contact, the contact will have an open conversation and is unassigned.
A user can compose and send new messages from the text box on the bottom of the message history. Simply click into the message area (highlighted in green) and start typing.
Step 1: Click on Microphone User can click on the microphone to start recording the voice notes.
Step 2: Start recording Once the recording starts, user can record up to 5 minutes of recording.
Step 3: Click Stop When it is time to stop the recording, user can click on the stop button to end the recording.
Step 4: Send the Message User can playback the recording before sending it to the contact. If the recording is not suitable, user can delete the recording and repeat the process again.
Here are some useful tips when responding to your contacts :
Use emojis for friendly messages You can include 😄, 👍, 🌟 or many other emojis in your messages.
Make use of snippets to reply faster Snippets are message templates that can be used to reply to your contacts.
Attach files when you need to You can attach files such as invoice, instruction guide or etc to your contacts when it is necessary.
Send a survey If you need your customer to fill up a questionnaire, you can set up a survey and send it to them.
When you are ready to send the message, hit the Send button or press Enter on your keyboard to send it.
There are two methods of assigning a conversation, automatic contact assignment and manual assignment.
If your business does not wish to assign the contacts automatically, the assignment can be done manually via the Messaging module. Here is how you can assign a contact to another user.
Contact Assignments can be done automatically via space settings or automation. Refer to the following on how it can be done.
When you have resolved your contact's issue and wish to hide it from the queue, you can close the conversation.
By closing the conversation, the contact will no longer be in the queue until the platform receives new messages from them.
Users can use closing note to provide a summary of their conversation with a contact. Read more on Closing Note.
The next cool thing to do here is creating a chatbot to respond to your contacts. This step is optional, however, the chatbot can be helpful as it is capable in replacing some manual efforts.
You can create a chatbot by integrating to Dialogflow. Start with the following guide :-