Tag
#Contacts
27 guides tagged Contacts.
Unified Inbox & MessagingUnified team inboxOne shared inbox where every text, web chat, email, and call with a customer lands as a single conversation, so the…Unified Inbox & MessagingStart a new conversationKick off an outbound conversation with a customer from…Unified Inbox & MessagingMerge variables & spintaxPersonalization tokens (contact name, business info, and dynamic values) and "spintax" that rotates wording so bulk…Unified Inbox & MessagingAppointments & remindersSchedule customer appointments and auto-send SMS…SMS / TextMissed-call auto-textWhen a call goes unanswered, the caller automatically gets a text so the lead isn't…Channels — Webchat, Facebook, Instagram, Email, Lead FormsEmail as a channel + Webmail inboxTwo-way email that threads into the same customer record as their texts, plus a dedicated email-client…Channels — Webchat, Facebook, Instagram, Email, Lead FormsHosted lead formsPublic web forms that capture a name/phone/email/message, create a contact, and drop the lead into your…Channels — Webchat, Facebook, Instagram, Email, Lead FormsUnified omni inbox (one contact, all channels)A single row per customer that rolls up every channel they've used, so you reply in context regardless of where the…Phone, Voice & SoftphoneClick-to-call & screen-popStart a call in one click from anywhere the customer appears, and see who's calling before you…Phone, Voice & SoftphoneRich per-contact call historyA dedicated call log on each customer's profile — every call, recording, transcript, and voicemail in one…Surveys & Feedback (NPS/CSAT)Surveys — NPS / CSAT / customSend tracked SMS surveys (Net Promoter Score, CSAT, or custom) and report on the…Contacts, CRM, Tags & SegmentsContacts / clients with multi-identityA unified customer record that can hold several phone numbers and email addresses under one…Contacts, CRM, Tags & SegmentsTags — full managementLabel contacts with tags and manage them across your whole customer…Contacts, CRM, Tags & SegmentsAuto / smart taggingKeyword→tag rules that tag contacts automatically as they message…Contacts, CRM, Tags & SegmentsLead-source attributionTrack where each contact came from and report on which sources…Sales Pipeline, Tasks & Custom FieldsFunnels — CRM sales pipelineA Kanban board of your sales stages, with a deal value on each contact…Sales Pipeline, Tasks & Custom FieldsTasksAssignable to-dos tied to a contact or…Sales Pipeline, Tasks & Custom FieldsCustom contact fieldsDefine your own fields on a contact (text, number, date, select) and fill them per…Payments, Invoices & EstimatesText-to-paySend a customer a secure pay link by text or email and get paid by…Team, Staff Directory & Roles/RBACStaff directoryA team roster that unifies each user with their phone extension, mobile, and…Conversation Folders, Archive & Follow-upConversation foldersOrganize conversations into folders (e.g. Tint, Audio, Scheduling) in an email-client-style…Bulk Import / ExportBulk CSV/Excel import & export (multi-entity)Import and export not just contacts but many record types, with templates and…Bulk Import / ExportCSV contact export / append round-tripDownload your roster or a segment, edit it, and re-upload — changes merge back…Multi-location / OrganizationsOrganization → location modelA business (organization) can have multiple locations, with contacts shared across locations while each location keeps…Integrations & APIExternal API triggers + client-managed tokensLet outside systems fire actions in the platform with scoped, revocable API…Website Widget & Form WidgetEmbeddable contact-form widgetA drop-in <script> snippet that puts a structured lead/contact form on your site — posting into the inbox, creating a…Compliance, Consent & GuardrailsTCPA consent proofCapture and prove opt-in per contact identity, for A2P/10DLC…
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