• Conversations: Group Chat for SMS

  The Group Chat feature in HUXLEY’s CRM allows you to initiate SMS group conversations, bringing multiple contacts together in one streamlined message thread. With this addition, you can enhance collaboration and maintain real-time communication with multiple participants, whether you're coordinating deals, providing updates, or fostering teamwork. Key Features and Benefits Expanded Communication: Communicate with up to 10 contacts (including yourself) in one group, allowing participaFew readers

• Simplify Task and Notes in the Conversations Module

  Managing tasks and notes in the Conversations module has become more efficient. This update introduces the ability to add, edit, and delete tasks and notes directly within the Conversations page, making your workflow smoother and more integrated. How-to Steps: Accessing the Tasks and Notes Panel: Navigate to the Conversations module. Locate the tasks and notes icons on the right-hand side panel. Adding a Task: Click on the tasks icon. Select "Add Task" from the panelFew readers

• How to Schedule Email and SMS

  This Article goes over the schedule of an email & SMS feature on the conversation page. Schedule messages (Email & SMS) for different time zones, view them on your conversation thread and cancel the schedule if needed. This is a seamless & effective way to send your messages later. With this feature you will be able to: Select the date, time & timezone based on preference and schedule messages. View all scheduled messages on the conversation thread. Cancel scheduled messages from the mesFew readers

• Conversation AI

  Welcome to the future of engaging and efficient business interactions! Our Conversation AI is here to transform how you engage with customers and streamline appointment bookings. Let's explore this feature and how it simplifies communication. Introducing Conversation AI This feature is designed to revolutionize business interactions by enhancing engagement and facilitating faster, more efficient appointment bookings. The Conversation AI operates in a suggestive mode, offering up to three rFew readers

• Managing Appointments In Conversations

  Keeping track of appointments is crucial for effective customer relationship management. The latest update introduces enhanced functionality for managing appointment activities directly within the Conversations module. This feature allows users to view and update details of canceled appointments and identify deleted appointments effortlessly. Use Cases for Appointment Management FeaturesCanceled Appointments Customer Follow-Up: Easily access canceled appointments to follow up with cuFew readers

• Conversations Overview

  In this tutorial, we’ll provide an overview of the Conversations section of your menu. Read on to learn how to navigate through this section. Left Panel Accessing Your Conversations. Click into your Conversations inbox. In the first column on the left, you’ll see a list of your messages. Using tabs, you can navigate between Unread, Recents, Starred, and all messages. Unread messages are messages that still need to be read. Recent messages will display the most recent messages.Few readers

• How to Use the Document Manager in Conversations

  The Document Management feature in HUXLEY is designed to make your document-related tasks simpler and more organized. This feature promises to revolutionize the way you handle your contact's documents.Following article will go into details of that. Integrated Document Management System Found within the Contact Details page, the new "Documents" tab is your one-stop hub for all document tasks. Whether you're looking to access a file, store it internally, or even send it via the client portalFew readers

• Contact Engagement Score

  Measuring Contact Interaction Purpose: This feature helps you measure how much a contact interacts with your business, providing insight into their level of interest. Benefit: Understanding interaction levels allows your business to prioritize communication and nurture leads effectively. Calculating Scores Interactions to Track: Email opens Calendar appointments Form submissions Other relevant interactions Scoring System: Each interaction has a specifFew readers

• How To Use Trigger Links in SMS

  In this article, you will learn how to use trigger links in the SMS. Option 1: Through a Conversation Go to the Conversations tab Search for the lead you want to write to Click on the SMS tab to send an SMS Click on the + sign to see the list of trigger links Click on Trigger Links and select the one you want you need (https://storage.crisp.chat/users/helFew readers

• Using Filters and Bulk Actions in Conversations

  Organizing your messages is easier than ever with Bulk Actions and Filters in Conversations. In this article, you’ll learn what you can do in the Conversations tab to ensure you don’t miss out on opportunities with your leads. Bulk actions (limited to 100 conversations at a time) Here, you can mark it as unread, read, starred (important to mark meaningful conversations, conversations to come back to, and personal categorizing), unstarred, and delete unwanted messages. SelecFew readers