Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
The Bell icon’s number badge indicates how many messages need to be viewed. Click for more information about System Alerts.
The user “owns” a text conversation until the text window or Interaction Card has been closed.
Alert Structure
- (A) Number of Texts - Number indicates if there is more than 1 message from the same number.
- (B) Texter name Name and status - For recognized numbers, the texter status (Lead, Customer, Previous Customer) will appear next to their name. For unrecognized numbers, the system will show the number and there will not be a status label.
- (C) Message snippet - The beginning portion of the message will appear as a preview.
Accept Text
- (D) Accept/Reply - If you have not previously accepted the message, click Accept to open the Interaction Card and message window. If this is a previously accepted message, click Reply to open the Interaction Card and message window.
- (E) Hide - If you are not able to work with this message at the moment, click to remove the message from the screen. The Bell icon’s number badge will reflect how many hidden messages need your attention.
Interaction Card
- (F) Text window - The texter’s message(s) will appear in the lower, right corner of the interaction card. Click for more information about Replying to Text Messaging.
