The conversations section houses all client communication, either through replies on email campaigns, calls, text messages and more importantly Chat Widget responses.To navigate, once you are logged in your account, you should see this dashboard.
On the left side Menu options, you will see conversations. Click on this to open and see records of conversations.
In this section, you will see 4 options. Unread, Recents, Starred and All.
- Unread – these are all conversations (campaign responses, text messages, calls, chat widget messages) that have not yet been opened or responded to.
- Recents – all new conversations (campaign responses, text messages, calls, chat widget messages).
- Starred – all that are marked Starred or important. This can be used to remember a certain communication that may need to be followed up or responded to.
- All – these are all conversations regardless of their status.
To use/set these options, tick the checkbox right beside the message you want to mark. A dropdown of options should appear and from there you can set your status.
Replying to conversations
Chat Widget messages lands in the conversation section. Replies to chat widget messages can be done through the conversations section. This can be sent as SMS or Email.
To respond to a chat request, go to Conversations and open the chat message. Right in the message box, you will see the option to either Send SMS or Send Email. Simply type in your message and click Send.
The lead will then receive your response either through their mobile or in their email inbox.