MSWeb Initiate Conversation

MSWeb Navigation Menu > Communications > Messages > Order Level messages > Contacts tab

 

This topic details how to start a conversation and how to use the “Initiate Conversation” screen.

 

A screenshot of a chat

AI-generated content may be incorrect.

Figure 203: Initiate Conversation

 

The Contact is not listed under Contacts:

 

First, if a Contact is not listed under Contacts, click Add Custom Number. This will open the Initiate Conversation screen. Enter the Contact Number, Contact Name, and Message, such as in Figure 204. Add a signature if one is not already there and if needed. (See MSWeb Message Signature.)

 

A screenshot of a conversation

AI-generated content may be incorrect.

Figure 204: Blank Initiate Conversation screen.

 

When this message is sent, the Contact Name and Contact Number will now list under Messages > Contacts (see MSWeb Contacts (Messages) for this topic.) The Message icon   indicates that there is a conversation with that contact.

 

A blue square with white text

AI-generated content may be incorrect.

 

 

The Contact is listed under Contacts:

Contacts that list within the Contacts tab are the ones that have been entered for the Customer Contact within MSWeb Order Information, which list under the Order Phone Number header. Any Contact Name and Contact Number entered using “Add Customer Number” will list under Order Custom Numbers header. Contacts that have the Message icon   already have conversations to which you are subscribed. Messages that have Subscribe icon  have conversations involving that Contact on that order; however, you are not subscribed and cannot yet Message that Contact nor receving any messages in that conversation. To subscribe, see MSWeb Subscribe to Conversation.

 

To start a conversation, where there isn’t any conversation with that Contact on the order, go to MSWeb Messages > Contacts tab and click the + icon next to a Contact.

 

A screenshot of a phone number

AI-generated content may be incorrect.

Figure 205: Click + to start a conversation with that contact.

 

If a Contact or phone number is not listed within Contacts, add the Contact using the + Add Custom Number button.

 

A screenshot of a computer

Description automatically generated

Figure 206: Use Add Custom Number to add a phone number not already associated with that contact.

 

With either option, the Initiate Conversation screen opens. Enter the phone number, the Contact Name, and a Message. The option to use a template or edit a signature is available. In the image below, the Signature is already set; however, the message has yet to be entered. Start the message above the Signature. When ready, click Send to send the message or Cancel. When the message is sent, the contact and that phone number will list within Contacts and the conversation will show under the Conversation tab.

 

A screenshot of a conversation

Description automatically generated

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

                                                                                                                                   


Figure 207: Initiate Conversation screen.