Open Conversations
Everything customers send lands here, whichever channel they used.
CRMConversationsInbox1 See it on the App map
Start with Unread
New enquiries sit in Unread until someone opens them.
2 See it on the App map
Open the customer
Click a row. The whole history with that person opens in the middle: every message, every channel, oldest at the top.
4 See it on the App map
Reply on their channel
Type in the reply box. The picker on the left chooses SMS, email or the channel they used. Replying where they messaged gets the fastest answer.
8 See it on the App map
Book or bill without leaving
The side panel has their appointments, notes and payments, so you can book them in or send a payment link mid-chat.
9 See it on the App map

When it's done

The customer gets your reply on their channel and the thread moves out of Unread.

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Open Conversations