You can start a chat conversation with the contact using the outbound chat message feature. This feature enables you to initiate and engage in real-time conversations directly with your contacts.
Note:
- Please note that this feature is a part of Unified Conversation Inbox which is an Add-On feature
- A User with appropriate rights can perform this action
Salesmate allows to initiate the Outboud Chats via,
Salesmate Chat
To initiate the Salesmate Chat,
- Navigate to the Contacts Module from the left bar accessing to the Listing View
- Select the Contact that you wish to send a chat and open the Contact in the Detail View.
- Click on the Start Chat Icon and select Salesmate Chat.
Or
- Head over to the three dots on the top right and click on the Start Chat option
- Select the Salesmate Chat
A pop up will appear to choose the following options,
- To: This will display the contact's name that was selected to send the message.
- From: This will display the Users name who is initiating the chat.
-
Message Type,
- Message: You can choose this option to send it as a regular small message.
- Post: You can choose this option when you want to send a large message that appears in a big post form like chat journeys, for example sending an announcement or product updates.
- Message: Enter your desired message to send.
Note: The outbound chats can only be sent to the verified customers.
Furthermore you can choose to select the following Actions,
- Preview: Select this option to preview the message to see how it will appear.
- Send and Close: Select this option to send the message and mark the conversation as closed.
- Send: Select this option to send the message to the contact immediately.
- Cancel: Select this option to discard the message and close the popup window.
WhatsApp Chat
To initiate the WhatsApp Chat,
- Navigate to the Contacts Module from the left bar accessing to the Listing View
- Select the Contact that you wish to send a chat and open the Contact in the Detail View
- Click on the Start Chat Icon and select WhatsApp Chat
Or
- Head over to the three dots on the top right and click on the Start Chat option
- Select the WhatsApp Chat
A pop up will appear to choose the following options,
- To: This will display the Phone Number of the Contact you are sending text to.
- From: Select the WhatsApp number of the provider (Twilio or Vonage ) from which you want to send the text.
- WhatsApp Template: Select a template that you want to send. Learn More about Sending WhatsApp Template.
- Message Preview: This will display he preview of your selected template.
- You will get a Next button if the template contains variables. Learn More about variables
- Select the appropriate variables.
Furthermore you can choose to select the following Actions,
- Send and Close: Select this option to send the message and mark the conversation as closed.
- Send: Select this option to send the message to the contact immediately.
- Cancel: Select this option to discard the message and close the popup window.
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