Messaging
You can communicate in writing with your clients via the software's internal messaging service. To do this, you have several options:
This is possible for a single customer or for a group of customers.
1. From messaging:
Simply click on the “Messaging” tab to open the menu.
Click on “new” to start a new conversation.
Click on the client to continue an existing conversation.
2. From the client file:
Click on the “contacts” tab.
Choose the desired client or group.
Click the chat bubble icon to the right of a client's name in their “Summary” section.
3. From the dashboard:
You can write to your customers directly from an event.
By default, a message will be created by artificial intelligence. You can send it as is, modify it or rewrite it from scratch.
How messaging works
Allows you to send emojis to your customers.
Allows you to send voice messages.
Allows you to share files in the messaging system*.
When you're ready to send a message, click on “Send”.
You can also use the keyboard shortcut “CTRL + Enter”.
Clicking on a message will give you the option of deleting it.
❗ Note that individual messages can be deleted, but not entire conversations. |
Further information
⚠️ These tools are not available with all plans. Speak with a Hexpert if you want to know the packages available.