Talkdesk Digital Engagement: SMS Channel Overview

 

assigned2u.png

Once you activate SMS in your Talkdesk account, you can see all incoming SMS conversations, assign specific items, initiate an outbound SMS, send back to the original queue, or close the conversation whenever the discussion topic is resolved.

All the SMS conversations that are assigned to you, and those on a queue, will be visible on the “Conversations” Panel.

 

image5.png

After opening the Conversations app, you can open the Inbox tab and see all new incoming Conversations. For full information on how to use the Inbox tab, please read this section.

 

 

Screenshot_2023-01-13_at_14.42.32.png

In the Assigned to you [1] tab, you can open each active conversation. The active conversations are organized by channels.

  • After clicking on a conversation [2] on the Assigned to you tab, the corresponding past messages appear on the right side of the Conversation App.
  • At the top, there’s the contact person’s name and number of the opened conversation [3]
  • You can also search for specific content within the conversation [4]. The searched items will appear highlighted in the conversation, as you scroll through its past messages.
  • In the message box [5] you can type new messages, which can be sent either by hitting “Shift” + “Enter” on your keyboard, or by clicking the Send [6] button. To add a new line to the message, press the “Enter” key.
  • Once the conversation ends, click on the End Chat [7] button and the conversation will no longer appear on the Assigned to you tab.
  • If you cannot resolve this issue, choose Send to Inbox [8] and the conversation will be returned to the Inbox tab where it originated from.
  • To initiate a call with this contact, hit the Call [9] button.
  • To transfer the conversation to another Agent or to another queue, click the Transfer [10] button
  • To initiate a new Outbound SMS, click on the + New Conversation button [11] and select the SMS option.

 

All Articles ""
Please sign in to submit a request.