This article will guide you through the steps on how to start a new Conversation with a user.
1. Conversations Tab
Navigate to Conversations > New. Use the search field to enter the user’s name or phone number.
NOTE: Phone number searches must use numeric values only. If additional characters (such as dashes or spaces) are included, the system will not recognize the number.
From the populated list, select the correct account, then manually type your message or click Respond with Template to use a saved response.
2. Clients & Prospects Tab
Navigate to Clients & Prospects > locate user > select chat box icon within the individual’s row, on the right hand side.
A popup will appear with conversation history. Proceed to manually type your message or Respond with Template.