AllTalk Support : Conversations

The conversations page is where the user will have all of their active conversations

Conversations

All of the user’s conversations will be organized on the left hand side of the screen. There are four categories to where a conversation will live.

1. All - This will hold ALL of the conversations had within the platform.

   • User can search the All Tab To look up conversations based on:

     • First Name

     • Last Name

     • Contact’s phone number

     • Contact’s email

     • Context of conversation

2. Hot Leads - These are conversations marked by the user for easy look up. A hot lead is generally marked as such if the conversation is positive and the user would like to place that conversation in an easy view.

3. Recents - This will show all of the most recent conversations, including new messages that have not been read.

4. Archived - This will store conversations in the archived section to remove it from view for the user.

   1. To find the archived conversations, click on the vertical ellipsis (Kebab).

Conversations Search

To Search the any of the tabs, the user will select the preferred tab and type in the information they would like to search - Click the → or the enter button on their keyboard to initiate search.

Once a user is finished with their search, they will click the X next to the search arrow to clear the search.

How to Archive a conversation

The user can archive a conversation two ways.

1. For an individual conversation to be archived, the user will select the conversation and then click on the archive button located in the light gray area by the contact’s name.

2. For a bulk archive, user will select the conversations that they would like to archive on the left hand side of the screen. The user must first select all contacts to be archived in the action bubbles next to their name and then click on the archive button under the search bar.

How to Unarchive a conversation

The user will click on the vertical ellipses (located next to the Recent tab) and then select the archive.

1. For an individual conversation to be unarchived, the user will select the conversation and then click on the unarchive button located in the light gray area by the contact’s name.

2. For a bulk unarchive, user will select the conversations that they would like to unarchive on the left hand side of the screen. The user must first select all contacts to be unarchived in the action bubbles next to their name and then click on the unarchive button under the search bar.

Mark contact as a Hot Lead

A hot lead contact will remain in the “Hot Leads” section of the conversations page to make it easy for a user to find the conversations that are most important for the user to keep track of.

To add a contact to the Hot Leads section, a user will navigate to the top of the conversations bar and click on the small flame icon, then click on the icon. This will now put that conversation in the Hot Leads tab.

Notes

A not will allow a user to type in any relevant information about the contact or conversation to help the user with their organization on the conversations that have been had with the contact.

• To add notes, the user will:

1. Click on contact

2. Click on Notes

3. Type in notes (Notes automatically save).

Add contact to Pipeline

To add a contact to the pipeline in the conversations page a user will:

1. Select the contact

2. Click on Pipeline

3. Select the desired stage of the Pipeline

4. Enter the amount the lead was quoted (optional)

This will add the contact to the specific Pipeline stage and can be viewed on the actual Pipeline page.

Edit contact information

A user can edit any of the contact information besides the phone number. A phone number is the unique identifier of a contact.

* If a user wants to add another number for that contact, they can add it into the notes section or create another contact completely

Copy contact information

A user can easily copy contact information from the contacts information section.

• Email

• Phone number

• Date of birth

• Zip code

A user will do this by clicking on the copy icon next to the information they would like to copy.

Add Tag

A user can add a tag to a contact two ways.

1. Individual tag add

2. Bulk Tag add

To add a tag to an individual conversations, a user will select the conversation, click on the plus sign under the tags section in the contact information and select the tag(s) they would like to add and click on apply.

• This will change the color of the action bubble depending on the color of the tag.

To add a tag to multiple conversations, a user will select the conversations they would like to add by clicking on the action bubble. Once they have selected all of the conversations, they will click on Tag under the search bar, add tags and click on Apply. This will add the tag to all of the selected conversations.

Add Workflow

A user can add a workflow to a contact two ways.

1. Individual workflow add

2. Bulk workflow add

To add a workflow to an individual conversations, a user will select the conversation, click on the plus sign under the tags section in the contact information and select the workflow they would like to add and click on save.

• The user can also select the EZ workflow button at the top of the contact information.

• This will change the color of the action bubble if the workflow has a tag attached to it.

To add a workflow to multiple conversations, a user will select the conversations they would like to add by clicking on the action bubble. Once they have selected all of the conversations, they will click on workflow under the search bar, add workflow and click on save. This will add the workflow to all of the selected conversations.

Add Redrip

A user can add a Redrip to a contact two ways.

1. Individual workflow add

2. Bulk workflow add

To add a Redrip to an individual conversations, a user will select the conversation, click on the plus sign under the tags section in the contact information and select the Redrip they would like to add and click on save.

• The user can also select the EZ Redrip button at the top of the contact information.

• This will change the color of the action bubble if the Redrip has a tag attached to it.

Call Contact

A user can call a contact by clicking on the EZ Call button at the top of the contact.

Templates in Conversations

A user can insert a template two ways:

1. Template Shortcut - Type in the template shortcut that was set up when creating the template.

2. Template Button - Click on the template button and select the template user would like to use. User can also search based on template title.