Overview
The Messages Tab in Chariot is your go-to for tracking all communication related to a job. Whether it's automated emails, follow-ups, or two-way texts, this tab captures it all. Let's dive into the key elements to help you make the most of this feature.
Navigating the Messages Tab
1. Message History: Explore a chronological record of messages, emails, and texts associated with a specific job. It's your centralized hub for tracking communication in Chariot.
2. Timestamps and Channels: Each entry includes a timestamp (e.g., "Five 13") and specifies the channel—whether it's an email or an SMS text. Quickly identify the medium used for communication.
3. Reasons for Communication: For automated messages triggered by specific events (e.g., an estimate being signed), the "Reason" field clarifies why the message was sent. This enhances transparency and context.
4. Preview Messages: Hover over entries to preview the exact content of a message. For emails, go a step further and hit "Preview" to view messages with additional branding and coloring if configured in your email templates.
Making the Most of the Messages Tab
1. Comprehensive Communication History: Utilize the Messages Tab as a comprehensive log of all interactions within Chariot. It's the perfect tool to track the journey of messages sent and received for each customer.
2. Seamless Customer Engagement: Stay on top of customer communication effortlessly. The Messages Tab ensures you don't miss any crucial updates, whether it's an automated email or a two-way text conversation.
3. Anytime Assistance: If you ever find yourself with questions or need further clarification, our support team is just a chat away. Reach out anytime for prompt assistance.
Conclusion
Mastering the Messages Tab is key to enhancing your communication workflow in Chariot. Dive into your message history, stay informed, and streamline your customer interactions. For more insights or assistance, feel free to reach out via chat at any time.