Start a new conversation
Who can do this: Team members with access to Conversations Where to find it: Apps › Conversations Message a client first from the…
Who can do this: Team members with access to Conversations
Where to find it: Apps › Conversations
Message a client first from the Conversations inbox, using any channel available for that contact.
Steps
- Open the Apps launcher (the grid icon in the top bar) and select Conversations.
- Select New conversation.
- Choose the contact. If they are not in PandaCue yet, add them as a new contact from the same window.
- Pick an available channel, such as Facebook, Instagram, WhatsApp or website chat, then write and send your message.
Result
The new conversation appears in your inbox.
Note: Which channels you can pick depends on your connected integrations and the details saved on the contact.
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