Conversation Interface Tools:
The conversation display includes several key components that facilitate efficient communication:
1. Contact Information: Opens a slider with detailed contact information of the recipient, including email and other contact details. Also provides access to Details, Workflows, and Conversation Lists. Contact management can be performed here.
2. Template Trigger (/): Lets you auto-trigger message templates by typing
/in the message box, then selecting the template you want to insert.3. Text Templates: Access to manage and use custom message templates for consistent and quick responses.
4. Fields: Similar to Excel, this feature allows you to retrieve and insert specific information fields into your messages.
5. Schedule Messages: Set specific times for when text messages should be sent to the recipient.
6. Scheduled Tasks: View and manage past scheduled tasks for this contact. Shows "No scheduled tasks found" when none exist.
7. Change Number: Select which phone number you want to use for this conversation.
8. Send Message: Sends the message you’ve typed to the recipient.
9. Add Tags: Apply custom tags to the conversation to categorize contacts (e.g., "interested," "follow-up") for better organization.
The Conversation Interface centralizes all the tools you need for effective customer communication. From selecting phone numbers and composing messages to accessing templates, scheduling, and tagging - everything is designed to streamline your workflow. This comprehensive design allows you to maintain context while handling multiple conversations efficiently, ensuring that no important customer interaction falls through the cracks.