Calls and leads
Texts and website chat
Agents can also talk in writing, with the same playbook and knowledge. Read them all on Conversations.
- Texts
- With Reply to texts on, the agent answers texts to its number, collects details and tells the team. STOP still opts people out, and replies stop after 20 an hour to one number.
- Website chat
- With Website chat on, paste the one-line script from the agent's Settings onto your site. A chat button appears in the corner.
- What it can't do in writing
- Book, transfer or send texts. It gathers name, number and a good time, and the team follows up.
The team is emailed when a new conversation starts.
