To compose and send messages within a client conversation, utilize the message box situated at the bottom of the page. Effortlessly transition between different communication channels during a conversation by selecting the desired channel icon positioned above the message box. This seamless functionality allows for smooth and efficient engagement with your clients across various platforms.

Choosing a Message Channel #

Depending on what channels the contact is connected to, different channels will appear. Current messaging channels available in the CRM are:

• Email
• SMS
• Facebook & Instagram Messages
• GMB Messages
• TikTok DMs
• Web Chat Widget
• WhatsApp
• Internal Comments

Collapse Message Box #

To enhance the readability of the conversation within your CRM, you can easily collapse the message box by clicking the line icon located at the far right above the message box. This will provide a more streamlined view of the ongoing communication, enabling you to better manage and navigate through the conversation history.

Creating a New Message #

To compose a new message, click the plus-sign bubble icon. This feature allows you to send a fresh message to any client within your CRM database, ensuring effective and prompt communication with your customers as needed.

Create New Message #

After clicking the New Message button, a pop-up will appear prompting you to select whether you’ll be messaging your contacts or team members.

Direct Message #

Directly message an individual contact by selecting “Single Contact Conversation”, selecting the contact, picking a message channel, and clicking Create Conversation.

Group Chat #

The “Group Conversation” option allows you to initiate a group chat with up to 10 participants, including yourself. To send your message, select a Phone Number for SMS, pick the contacts you want to reach, and click Create Conversation.

Note: All participants will be able to see the phone numbers included in the conversation.

Internal Chat #

To send an internal message, select one or more team members to share updates with, then click Create Internal Chat. Easily locate the user by entering one or more characters from their name or email address.

Once you fill out the prerequisites for each messaging type, you will be redirected to their conversation, where you can choose a pre-made template or create your message. Once the message is ready, click Send to start the conversation.

There you have it! Leverage your communication tools today to build meaningful customer relationships and collaborate more effectively with your peers.

Frequently Asked Questions #

Where do I compose a message in a conversation? #

Use the message box at the bottom of the conversation page, and select the desired channel icon above the message box to switch between communication channels.

Which messaging channels are available? #

Available channels include Email, SMS, Facebook & Instagram Messages, GMB Messages, TikTok DMs, Web Chat Widget, WhatsApp, and Internal Comments, depending on what the contact is connected to.

How do I start a brand-new conversation? #

Click the plus-sign bubble icon, then choose whether you are messaging contacts or team members and follow the prompts to create the conversation.

How many people can join a group conversation? #

A group conversation can include up to 10 participants, including yourself. All participants will be able to see the phone numbers included in the conversation.

What is an Internal Chat used for? #

Internal Chat lets you share updates with one or more team members. Select the members, then click Create Internal Chat to start the conversation.

Can I use a template when starting a new message? #

Yes. After being redirected to the conversation, you can choose a pre-made template or create your own message before clicking Send.