How to: Add a New Contact through Chat
Sometimes you need to send a chat to someone who is not in your current client/contacts list. These steps will walk you through creating a new chat message and adding that number to the contacts list.
- Log-in to: https://hms.teletask.com/, your email address is your username.
- Click on Chats
in the top menu bar.
- Select the New Chat icon
in the upper left-hand corner.
- In the To: field type the phone number you are wanting to add (no need to add a leading 1 or dashes).
- In the Type your message here... field, type your message.
- Choose either Send + Assign me, Send + Close, or the Send button to send the message.
Note: The Send + Assign me option allows you to receive notifications when the client responds to the message. To enable notifications visit: How to: Enable Notifications and Preferences for Chat- In the Confirmation! box that appears, choose Yes to add the new contact.
- The message will now be sent to your client and the phone number will be added as a contact.
Note: If you want to add additional details regarding the client, you can search for their phone number under Contacts and edit their information. This way allows you to include more information such as their name or email address.
Related Articles
How to: Edit an Existing Contact or Client in a Contact Group
A contact profile is a record of a client/contact which includes their contact information, opt-in preferences, message history and additional details. The information in the contact profile may change over time and need to be updated or you may ...How to: Create a Chat Message
The Chat feature allows you to send messages to a client/contact through their mobile phone's SMS Texting capability. This two-way communication allows for a faster response time while maintaining records of the conversation. Note: to send images ...How to: Enable Notifications and Preferences for Chat
Chat notifications will alert you when you have unread chat messages waiting for a response. They can be set up as a sound, email, or text notification. These steps will walk you through setting up your notifications. Configure Preferences for ...How to: Send and Receive Images in Chat
Multimedia Messaging Service or MMS is a way to send messages that include multimedia content. Examples of multimedia include image files such as .jpeg, and .png. This means that you can send images of documents such as completed forms through chat ...How To: Send Link to Upload Documents in Chat
Customizable links can be sent to participants to request for information. These unique links are sent through chat and are used to request a list of things such as proof of identification, pregnancy status, or proof of wages. This feature allows for ...