This section contains FAQs related to the inbox section
Account SiID
Phone Number
TwiML App SID
API Key API Secret App
URL (POST)
You can find all of these credentials on the Twilio Dashboard.
Also, you can contact us at [email protected] for further assistance.
After you fill out these parameters, you can quickly call leads from Reekolect.
Refer To The Following Steps To Obtain Your API Key and SID On Twilio
Click on the Account link in the top-right navigation.
In the submenu, click on API keys & tokens.
Scroll to the bottom of the page and click Request a Secondary Token
Also, on this page, you can find your SID at the bottom.
You can click on any customer in the leads or messages tab. A window will open all the necessary info.
The customer profile will open on the rightmost side of your screen, where you can see all the details. You can also add tags and notes in this section.
Type your tag under the input box with the name 'Tags' and Hit enter for each new tag.
The customer profile will open on the rightmost side of your screen, where you can see all the details.
You can also add notes in this section.
Type your notes under the input box with the name 'Notes' and Hit enter after you are done.
Watch out for the message updates to confirm that your changes are saved.
The customer profile will open on the rightmost side of your screen, where you can see all the details.
If you have a WhatsApp bot, make sure you have a support agent on call to respond to live chat requests.
Also, ensure that your agent has the same contact number as your WhatsApp business account.
Moreover, the chat history for WhatsApp will not be stored on WhatsApp.
How to assign chat to an agent?
The customer support team can transfer live chat requests to their fellow team members. To do the same, Navigate to Inbox from the side navigation panel and then move to the Live chat tab.
Go Under the messaging area in the middle bottom of the window. Click on the three dots available besides the emoji icon. It will open up the option to transfer the chat to other customer support team members.
After clicking, Type your Segment Name.
Select a Platform From Facebook, Google, and WhatsApp
Select Your Bot
Now You Select The Condition Type. It can be based on Two Things
Attribute - Distinct Features Of Your Visitors
Tags- The Tags That you have created in the customer profile
You can create segments based on their characteristics like demographics, behaviors, interests
Conditions are the differentiation factors that segmentize a group of customers from the entire base.
You can use tags to filter based on the tags you have created,, or you can use Attributes like Names To Create Segments..