With Converse Desk you can manage all your conversation at a go on one interface and customize it as per your business requirement. Below are the key use cases to get started with.<\/p>\n\n\n\n
Team Specific<\/strong><\/td>| Use cases<\/strong><\/td> | How to Get Started<\/strong><\/td><\/tr> | Sales <\/td> | How to see all my Unread Conversations ?:<\/strong> Ben and John in Morgans team wants to act on unread messages <\/td> | Use the \u201cUnread conversation\u201d filter for the sales team <\/td><\/tr> | Sales<\/td> | How to View and Act on Multiple Conversations ?:<\/strong>Ben and John again want to manage multiple conversations at a go in a single window<\/td> | Click on \u201cView Details\u201d on each conversation opens it on a separate tab within the converse desk <\/td><\/tr> | Service <\/td> | Open Conversations:<\/strong>Thomas works to close cases and he wants to act on open cases conversations<\/td> | Use \u201cOpen Conversations\u201d and \u201cClose conversations\u201d filters in Desk <\/td><\/tr> | Marketing <\/td> | Automated Conversations:<\/strong> Seema got progressive profiling setup from Rony and now she wants to interact with users who have left out automation flow and are cold<\/td> | Use Global filter help to filter conversations based on \u201cConverse apps\u201d <\/td><\/tr> | Sales, Service, Marketing<\/td> | Filtered Conversations:<\/strong> Teams want to act on custom inbox with their list of conversations only<\/td> | Custom Listview on Contact, Sales, Cases, Leads, Opportunity, Conversations object, and custom objects helps to create a custom inbox<\/td><\/tr> | General<\/td> | Multimedia Messaging:<\/strong> John wants to send images, videos, emojis, and templates for each conversation and use CRM actions (create a new lead, new case, new contact, etc.) to act right away within conversations <\/td> | Images, Videos, Emojis, Templates (Primary and Cross Objects), CRM Actions are all supported in Desk with individual conversations threads<\/td><\/tr> | General<\/td> | Search Conversations:<\/strong> John searches usually conversations by phone number or name <\/td> | Search conversations based on the mobile number and the name of the recipient<\/td><\/tr><\/tbody><\/table>\n","protected":false},"excerpt":{"rendered":" | With Converse Desk you can manage all your conversation at a go on one interface and customize it as per your business requirement. Below are the key use cases to get started with. Team Specific Use cases How to Get Started Sales How to see all my Unread Conversations ?: Ben and John in Morgans […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"lsvr_kba_cat":[],"lsvr_kba_tag":[54,333],"class_list":["post-2091","lsvr_kba","type-lsvr_kba","status-publish","format-standard","hentry","lsvr_kba_tag-converse-1-59","lsvr_kba_tag-quick-start-guide-159"],"_links":{"self":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/2091","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba"}],"about":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/types\/lsvr_kba"}],"author":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/comments?post=2091"}],"version-history":[{"count":2,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/2091\/revisions"}],"predecessor-version":[{"id":2095,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/2091\/revisions\/2095"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=2091"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=2091"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=2091"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}} |