Default note status

June 13 2023 9:40pm
By default, when notes are created in a customer's timeline, their status is automatically set to Done. You may want to change this so that notes that are b...

Use notes in conversations

October 30 2024 2:07pm
Notes are internal communications visible only to users in an organization. You can use notes to collaborate with other organization members and share updates a...

Send bulk messages

November 11 2024 4:43pm
You can communicate with and manage customers in bulk across multiple channels. With bulk messaging, you can send messages to multiple channels simultaneously w...

Add a new conversation

October 30 2024 2:05pm
When you are viewing a customer's timeline, you can add a new conversation by hovering over the Composeicon. You will see up to three options based upon the...
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