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 through chat, please reach out to Teletask Support to enable the MMS feature.
Receive a chat from a Client
- Have your client open up their text messenger on their phone.
- Type their message.
- Send the message, it's that easy!
- The message will show up in the chat box for you to see as a reply message.
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How to: Schedule A Chat Message
Teletask offers the ability to schedule a chat message to go out at a later time. Please refer to the steps below on how this is done. Note: This feature is only available when enabled in the Chats section under Settings. Contact your Teletask Admin ...
How to: Create a Chat Report
The Chat report type allows you to view chat messages for a specified time period. You can run the report on chats sent by a specific user or chats sent to and from a specific phone number. Click Reports in the top menu bar. Choose Chats as your ...
How to: Set Chat Templates
Chat Templates allow you to add quick responses to chat. When you start typing a response, the Chat Templates will auto complete the response for you. This can be great to standardize chat responses to frequently asked questions. To learn more about ...
How to: Add Subjects to Chat
Chat Subjects allow you to organize your chats in the Teletask Portal. You can assign different subject to remind you what chats are about such as rescheduling an appointment. They can also be used to sort chat messages, To learn more about creating ...
How to: Set and Use Chat Categories
Template Categories allow you to organize your Chat Templates. To learn more about Chat Templates and their functionality, please visit How to: Set Chat Templates. Template Categories can be customized to meet your organizations needs, some common ...
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