Your Central Hub for Managing Client and Prospect Interactions
This platform brings together everything you need for effective communication with your clients and prospects. It combines a message inbox, detailed conversation view, and comprehensive contact profiles, making it easier to streamline communication and strengthen relationships.
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Inbox Overview
Find All Your Conversations in One Place
The Inbox is your central location for viewing and managing all messages. Conversations are organized for easy navigation.
Stay Organized
Use filters to quickly locate specific conversations:
Engaged: Shows conversations that are currently active.
Unread: Displays messages that have not been read yet.
Starred: Highlights important or priority conversations.
Prioritize Your Workload
Focus on the most urgent messages by filtering your inbox using the Engaged or Starred options to prioritize timely responses.
Message View
Compose and Send Messages Effortlessly
Type your message directly into the message box.
Send your message with a single click.
Reviewing Conversation History
Quickly review past messages to understand the context of the conversation.
Look for any previous agreements, promises, or issues to ensure continuity.
Tailor your responses based on past interactions to build stronger relationships.
Search for Specific Members
Use the search bar to find a contact's conversation history quickly, making it easier to catch up and respond effectively.
Managing Contact Profiles
Access and Update Contact Information
View essential contact details, such as name, phone number, email, address, and more.
Review membership status, purchase history, and any notes or tags associated with the contact.
Control Communication Channels
You have full control over the communication channels for each contact:
Email: Toggle to stop or allow email messages from being sent to the contact.
Text Message: Toggle this setting to enable or disable SMS messages for the contact. (For compliance reasons, you cannot manually opt a contact back in; they must text "START" to resubscribe.)
Phone Call: Toggle to stop or allow phone calls to be made to the contact.
Message Reply: Toggle to stop or allow the AI assistant from automatically responding to messages from this contact.
Manage Stack Outreach
Stack Outreach: Toggle to stop or allow the contact to be added to the selected Stack for automated outreach.
Stack Outreach Stop: Toggle to turn off all automated outreach for this contact, regardless of their stack assignment.
Tips for Success
Check your inbox regularly to ensure you are responding to messages in a timely manner.
Personalize your messages to strengthen relationships and increase engagement with clients and prospects.
Respect communication preferences: Be mindful of each contact’s preferences to foster trust and build a positive reputation.