Guide 5 of 7
Inbox and automations
Team inbox, the 24-hour window, saved replies, automatic replies and workflows.
The 24-hour window
After a customer writes, you can reply with anything for 24 hours. After that, only approved templates can be sent. The inbox shows when the window is closed and offers your templates.
Working as a team
Assign chats, mark them pending or resolved, and leave private notes. Type / to insert a saved reply; the customer's name is filled in.
Automatic replies
- Welcome message for someone's very first message.
- Away message outside your business hours.
- Keyword replies: answer "price" or "hours" by themselves.
Each reply goes to a customer at most once in the period you choose, so nobody gets spammed.
Workflows
Follow-ups that run by themselves: start when a tag is added, a keyword arrives, a deal moves or nobody replied, then wait, check conditions, send templates, tag, assign or call your own systems.