AllTalk Support : Support Topics

Make sure to highlight the areas that were confusing and difficult in red lettering.

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Dashboard

Leads today
- This displays all of the leads that have been added in that day.
  - Click on Go to Leads, this will bring user to the contacts section to where they can view all of their contacts.
New Texts
- This displays the new text messages that were received for that day.
  - Click on Go to conversations, this will bring user to the conversations section to where they can view all of their current and pending messages/conversations.
    - There is no sort option in the header; instead, you can filter by batch file, state, date range (from and to), and tags.
    - You can add tags, assign workflows, set up redrip campaigns, or delete the contact.
    - To edit a contact, select the contact you want to update. On the right-hand panel, you’ll see options to modify the details.
New text
- This page displays all text conversations
- You will see three tabs: All, Hot Leads, and Recently Received Messages.
- All tab displays all conversations, both new and old.
- To move a conversation to Hot Leads, click on the conversation. Next to the contact’s name, you’ll see a fire icon—click it to mark as a hot lead.
- To add notes or modify lead information, select the conversation you want to edit. In the left navigation pane, you can add a note, assign a pipeline, add workflows, and update details such as first name, last name, and email address, etc….
- How can you tell if a lead is archived or not?
  - You can find all the archive leads by going to contacts and clicking on the three dots in the dialogue box and select archive.
- No filter option per date since we send a lot of text messages it will be difficult to scroll the way down to check it.
  - Search bar will allow the user to search by first name, last name, content of the messages; specific words or phrases, or phone number
Outbound calls
- Displays all contacts you’ve called, including both inbound and outbound calls.
- The headers display the first name, contact number, call type (inbound or outbound), call details, and the timestamp of the last interaction with the contact.
- Why is there only one inbound call that was recorded?
  - This because there was no length in the phone call, short call.
- Same with outbound not all calls are being captured?
  - Some outbound calls are not answered, so there will not be a recording.
Inbound calls
- Takes you to the page showing your most recent inbound call received.
- Why not combine in the dashboard inbound and outbound since it takes you the user to the same page?
Leads in cue
- Navigates to the page where the workflow is located.
- This page allows you to add new workflows, modify existing ones, pause active workflows, run workflows, and delete them if needed.
- How can you tell which of the leads is enrolled to the current workflow that is running?
Pipeline
- Why would pipeline take you to conversations via dashboard instead of pipeline?
Delivery rate

Analytics

Outbound
Delivered
Inbound
Replies
Direct opt outs
Erros

USHA DNC blocked

Not Routable

Invalid messaging destination number

Destination is not a mobile phone

Invalid destination region

Recipient server unavailable

Conversations Page

How to archive a conversation

Go to the Conversation

Open the Conversations section in your AllTalk dashboard.
Select the Contact
- Hover your cursor over the contact’s initials.
- Click to select the contact you wish to archive.
Archive the Conversation
- Once the contact is selected, a dialogue box will appear.
- Locate and click the Archive button to archive the conversation.
View Archived Conversations
- After archiving, click the three dots (More Options) menu.
- Select Archived Conversations to view all conversations you have archived.

Tip:
Archiving a conversation removes it from your active list but keeps it accessible for future reference in the Archived Conversations section.

How to unarchive a conversation

Go to Archived Conversations
- In your AllTalk dashboard, click the three dots (More Options) menu.
- Select Archived Conversations to view all archived items.
Locate the Conversation
- Scroll through the list or use the search bar to find the conversation you want to restore.
Unarchive the Conversation
- Click on the conversation to open its details.
- Look for the Unarchive button in the dialogue box.
- Click Unarchive to move the conversation back to your active list.

Tip: Once unarchived, the conversation will reappear in your All Conversations tab, along with any previous messages and history intact.

Hot Lead

Marking a Hot Lead
- Go to Conversations, Call Logs, or Contacts.
- Locate the contact’s First and Last Name.
- Click the fire icon to highlight it in red.
- The contact will now appear in the Hot Lead dialogue box under Conversations.
Removing Hot Lead Status
- Click the fire icon again to unhighlight it.
- The contact will be removed from the Hot Lead dialogue box.

Note: All - Hot Leads - Recents tab

All → Master list of all leads.
Hot Leads → High-priority leads flagged for quick action.
Recents → Recently active conversations for immediate follow-up.

How to search in conversations screen - Name, words, phone number, date of birth, @ for tag

Create a note

Add contact to pipeline - quote

Edit Contact information - Cant adjust the number (Create new contact)

Copy contact information

How to add a tag

Add workflow

Add redrip

Call