Team working is possible on SMS Magic Converse App features such as conversation assignment, view related conversation, round robin assignment etc. Below are key use case to work as a effective team.<\/p>\n\n\n\n
| Team Specific<\/td> | Use cases<\/td> | How to Get Started<\/td><\/tr> | ||||||||||||||||||
| Sales<\/td> | How to Assign Conversations ?: <\/strong>Morgan figures out a salesforce queue with Rony\u2019s help and he got ben and john included there and now he wants to assign conversations to queue<\/td>| Use the \u201cAssign Conversations\u201d feature to assign the single or bulk conversation to a queue or user<\/td><\/tr> | Sales <\/td> | How to do Round-robin Assignment ?:<\/strong> Morgan has figured out that queue setup is taking time and he wants leads to be assigned in a round-robin fashion to agents<\/td> | Round robin and queue setup, both are configurable, contact at care@screen-magic.com<\/td><\/tr> | Service<\/td> | Canned Templates:<\/strong> Thomas is allowed to communicate to customers using canned responses only<\/td> | Canned responses use pre-defined templates, configure it in conversations sections in Settings | <\/td><\/tr> Marketing <\/td> | Bulk Campaigns:<\/strong> Seema runs bulk campaigns to list of leads and nurture them with automation <\/td> | Bulk SMS feature with trigger sources can fulfill this use-case<\/td><\/tr> | Marketing <\/td> | Recurring Messaging:<\/strong> Seema uses the marketing plan to run SMS scheduled recurring campaigns across weeks<\/td> | Use the \u201cSchedule\u201d feature on Bulk SMS on the list, reports, salesforce campaigns & campaign manager <\/td><\/tr> | General<\/td> | Related Conversations across Objects:<\/strong> John was working along with Thomas on one customer issue and he wants to see all communications to customer across salesforce org<\/td> | With \u201cRelated conversations\u201d you can pull up parent and siblings conversations <\/td><\/tr> | General<\/td> | Templated Messaging: <\/strong>John wanted multiple predefined templates with merge fields <\/td> | Set Object-specific templates and use information objects for cross objects merge fields <\/td><\/tr><\/tbody><\/table>\n","protected":false},"excerpt":{"rendered":" | Team working is possible on SMS Magic Converse App features such as conversation assignment, view related conversation, round robin assignment etc. Below are key use case to work as a effective team. Team Specific Use cases How to Get Started Sales How to Assign Conversations ?: Morgan figures out a salesforce queue with Rony\u2019s help […]<\/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-2098","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\/2098","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=2098"}],"version-history":[{"count":1,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/2098\/revisions"}],"predecessor-version":[{"id":2099,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba\/2098\/revisions\/2099"}],"wp:attachment":[{"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/media?parent=2098"}],"wp:term":[{"taxonomy":"lsvr_kba_cat","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_cat?post=2098"},{"taxonomy":"lsvr_kba_tag","embeddable":true,"href":"https:\/\/staging.txtbox.in\/docs\/salesforce\/wp-json\/wp\/v2\/lsvr_kba_tag?post=2098"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}} |