TEXT INBOX
If a user has “Chat Only” access, then they will only have access to the Call Center (1-1 messaging) and none of the additional navigation tools shown below.
- Click Text Inbox
- To start a new chat - Please note, if contact exist, new chat will be added to existing record.
- Chat view (default) shows recent chats with most recent appearing at top of the list; list shows active conversations from last 60 days..
- By right clicking a contact within Recent you will have action items you can chose for the record.
- Conversation – Displays conversation history for selected contact.
- Additional action items for the record
- Type to respond to conversation
- To add MMS
- Contacts highlighted in red, indicate a contact that has been opted-out from mass text
- Auto-Response – You can create an auto response message, when auto response is on, msg functionality will be disabled until auto response is turned off.
Contacts view
- Click to switch to contact view within call center.
- Click to view a non-edit view of contact profile.
- Click to update contact record.
- To start a new chat with contact record.
New Inbound Messages
If you are currently logged into the system, when a new message is received, you will:
- Receive an audible notification of a new message
- If you are in another tab, the system tab will blink with “New Message” notification.