💬New dialog
Last updated
Last updated
With the New Dialogue feature, agents can be the first to write/call a new customer.
To call the first, you need to open the "Call" tab and fill in the following fields:
Phone number - the number to which the call will be made.
You can also select:
Inbox - the channel from which to make the call
Team - the team within which the outgoing dialogue should be made.
In order to send a message the first, you need to open the ‘Send a message’ tab, select the messenger you want to use and fill in the mandatory fields provided for sending from this messenger.
You can be the first to interact with new customers via the following channels:
API channel (available for WhatsApp and Telegram messengers)
Telegram by phone
Viber by phone
The option is available only if there is a channel from which you can write first to the new client (to do this, you need to activate Can write first to a new customer option in the Inbox settings).
In order to write the first to a client in the WhatsApp web API, you need to fill in the following fields:
Phone number - the number to which the call will be made.
Message
Additionally, you can choose:
Inbox - the channel from which to send the message
Team - the team within which the outgoing dialogue should be carried out.
In order to write the first to a client in the WhatsApp Business, you need to fill in the following fields:
Phone number - the number to which the call will be made.
Message
Additionally, you can choose:
Inbox - the channel from which to send the message
Team - the team within which the outgoing dialogue should be carried out.
In order to write the first to a client in the Telegram, you need to fill in the following fields:
Contact - phone number, username or ChatID
Message
Additionally, you can choose:
Team - the team within which the outgoing dialogue should be carried out.
Inbox - the channel from which to send the message
Sender's phone number - the phone number from which the message will be sent.
In order to write the first to a client in the Viber, you need to fill in the following fields:
Phone number - the number to which the call will be made.
Message
Additionally, you can choose:
Inbox - the channel from which to send the message
Team - the team within which the outgoing dialogue should be carried out.
Sender's phone number - the phone number from which the message will be sent.
In order to write the first to a client Email, you need to fill in the following fields:
To - email address of the main recipient(s)
Copy - email addresses of the recipients in the copy (optional)
Hidden copy - email addresses of the recipients in the hidden copy (optional)
If you want to add several recipients in the To, Cc, Bcc fields, you must separate the email addresses with a comma.
Subject
Message
Additionally, you can choose:
Team - the team within which the outgoing dialogue should be carried out.
Inbox - the channel from which to send the message