📩How to use the messaging features

Please view the video here for a visual, Using the messaging features.

Purpose

To guide users on how to effectively use the messaging features within ClickConnector. It aims to instruct on managing chat interactions, including deactivating and reactivating chatbots for a more personalized conversation experience, leveraging AI and knowledge bases for responses, using message templates, assigning conversations to appropriate team members, and customizing conversation tags for organizational efficiency.

Process

The process described in the SOP involves several key steps:

1. Deactivating the Chatbot: Allows users to engage in direct conversations by clicking a specific option in the message inbox.

2. Reactivate the Chatbot: Users can reactivate the chatbot for automated responses by selecting a preferred setting.

3. Manual Messaging: Enables users to have a personal touch in conversations, including greetings and responses.

4. Using AI and Knowledge Bases: Facilitates quick, AI-generated replies based on a comprehensive knowledge base for efficiency and consistency in responses.

5. Leveraging Message Templates: Offers pre-set message options for common queries or responses to enhance communication speed and standardization.

6. Assigning Conversations: Allows users to delegate conversations to other team members based on the subject matter expertise or workload distribution.

7. Customizing Tags: Enables users to organize conversations using tags for easy retrieval and follow-up.

Product

Efficient, organized, and personalized outreach experience using ClickConnector.