As you started conversations with your customers, you can pursue all your conversations through different tabs.
In Conversations
- Click on the conversation you wish to pursue.
- Click on the conversation box, at the bottom of your screen.
- Write your message in the conversation box or insert a preset message.
- Click on Send .
You can do the exact same thing when you are writing a message in another user's conversation.
In Appointments
- Click on the Appointments
tab, on the left side of your screen. - Go to the date of your choosing, and if appointments are booked on that date, you will see the list of customers coming in for their appointment.
- As per their appointment statuses, you will see who still needs to be contacted for a confirmation, cancelation or to reschedule.
- Click on the angle down arrow on the complete right of the customer's appointment.
- You will see the appointment information, as well as the conversation with that customer.
- Write your message in the conversation box or insert a preset message.
- Click on Send .
In Automations
- Click on the Automations
tab, on the left of your screen. - Click on the automation of your choice.
- Click on View results, on the top right side of your screen.
- You will see the list of customers reached by your automation.
- According to your automation's responses, you will see who needs to be contacted.
- Click on the angle down arrow on the complete right of the customer's name.
- You will see the customer's information, as well as the conversation with that customer.
- Write your message in the conversation box or insert a preset message
- Click on Send .
In Campaigns
- Click on the Campaigns
tab, on the left of your screen. - Click on the campaign of your choice.
- You will see the list of customers reached by your campaign.
- According to the campaign's responses, you will see who needs to be contacted regarding your campaign.
- Click on the angle down arrow on the complete right of the customer's name.
- You will see the customer's information, as well as the conversation with that customer.
- Write your message in the conversation box or insert a preset message.
- Click on Send .