These cards put everything at your fingertips, allowing you to respond, update, and handle opportunities, appointments, contact preferences, and invoices—all without the frustration of switching between screens. The outcome? A smoother, more efficient, and seamless user experience.
Activity cards instantly update whenever a new opportunity is created, modified, or removed. This keeps you informed of potential leads from the very start, ensuring you never miss a beat. With a quick click on ‘View Opportunity’ within the card, you can seamlessly access and edit details in real time, without leaving your current view.
Anytime an appointment is created, rescheduled, or even canceled, you’ll find an activity card in the conversation panel. This feature is designed to keep you perpetually updated without the need to juggle multiple screens. By clicking ‘View Appointment’ within the card, you can seamlessly edit the appointment details, all while staying rooted in the conversation panel.
Activity cards alert you as soon as a contact is added to or removed from the “Do Not Disturb” list. They offer clear updates and ensure you stay informed about the contact’s current preference.
Whether an invoice is sent to a contact or payment is received, the relevant activity card will pop up. With a simple click on ‘View Invoice,’ you’ll be seamlessly redirected to a new tab where you can explore the detailed invoice.
The Quick Replies feature allows users to set up predefined response prompts for messages on Facebook and Instagram, streamlining communication for quicker and more efficient interactions. It’s particularly beneficial for businesses that handle frequent inquiries, helping them respond instantly and keep customers engaged. Setting Up Quick Replies: Note: Channel-Specific Conditions:
The Group Chat for SMS feature enables you to create a group and send text messages to multiple contacts within a single conversation. It’s an ideal solution for businesses that need to keep multiple stakeholders in the loop simultaneously, such as real estate agents managing communication with multiple clients. This document covers: Requirements to use […]
The Internal Comments feature lets users leave private notes within conversations, fostering seamless collaboration and communication while keeping discussions confidential and hidden from contacts. How to Use Internal Comments: Adding Internal Comments: During a conversation, select the Internal Comment option within the composer. Type your comment and, if needed, tag users by entering @ followed […]
How to select a phone number for sending SMS 1. Navigate to the Conversations module and open the message composer. Click on the SMS tab to start composing your message. 2. Locate the From number dropdown and click the dropdown to view available phone numbers. 3.When you click the dropdown, you’ll see a list of […]
What are Snippets? Snippets are pre-designed message templates for text or email that enable teams to deliver consistent communication. By using Snippets, you can streamline the process of sending repetitive messages, guaranteeing both accuracy and a consistent brand voice in every exchange. These templates can be easily inserted into conversations, enhancing the speed and efficiency […]
Instagram DM – Action: The Instagram DM workflow action enables you to send a direct message to a contact, provided they have messaged a connected Instagram page within the past 24 hours before reaching this event for the message to be successfully delivered. You can choose from available templates or create your own message. Additionally, […]
By utilizing this workflow action, you can log external calls made through third-party calling tools into the CRM. This helps centralize all your communication data, improving tracking and management. Additionally, you can upload call recordings, which will be accessible in the Conversations section of the contact. How to use this action? This action can be […]
Q. What attachment types are supported in Conversations? A: Conversations supports the following attachment types: .pdf, .docx, .doc, .csv, .xlsx, .xls, .txt, .jpg, .jpeg, .png, .gif, .svg, .mp4, .mpeg, .mp3, .wav, .wave, .aiff, .aif, .aifc, .gsm, .ulaw, .vcf, .vcard, .pptx Q: Why am I receiving an incomplete delivery error email from Gmail when I use […]
Users can now easily upload large files directly from their devices, offering a higher degree of flexibility and convenience in file sharing. A key benefit of this feature is that it removes the need for complex workarounds. There’s no longer a need to compress files manually or depend on third-party file-sharing services. This makes the […]