Use the chat interface to communicate with your customers via text messages on their mobile phones.
To use the chat interface, simply login to your pulseM account and get started. Users can be created by registering emails for two-way messaging usage with pulseM. Admins have the ability to delegate work and assign customers to any user. The chat interface has a left, center (conversation), and right panel. The left panel shows the latest open (potentially active) conversations with customers. You can select any conversation from the left panel, and this will populate your right panel with chat messages. The left panel also provides a search bar. You can search current open conversations using customer name or mobile number. If you wish to start a conversation with a new customer, click on New Conversation. This opens a dialog window where you need to populate customer name, address, mobile number and your first message. Next, check the box next to "This message is not being sent for marketing purposes." Finally, press Send. Upon success, the conversation will be added to your left panel.
The conversation panel contains a message box at the bottom. Use this to type your message. Once done, use the Send button to send your message. Messages sent by you (outbound) are shown in green and are right aligned on the chat history. Incoming (inbound) messages are shown in grey and are left aligned. You can scroll to view chat history. Currently, the chat history shows the latest 50 messages.
The right panel is a unique identifier of customer information, the user that they are assigned to and various actions. These actions consist of assign to, opt-in, opt-out and close.
Each conversation on the left panel has a drop-down menu only in mobile view. Clicking on this drop-down opens a menu with close conversation, opt-in, and opt-out options. Use Close Conversation button to capture successful completion of transaction with a customer. Closed conversation statistics are reported on analytics and used to track effort. If you wish to opt-in or opt-out a customer from two-way texting, then use the Opt-in and Opt-out buttons, respectively.
To access additional help for two-way texting check out our Two-Way Messaging page.
- Scheduling and rescheduling appointments.
- Sending your customers reminders.
- Keeping an open dialogue between you and your customers.