In this section, we are going to guide you through the basic functions of our mobile application. The main interface has 3 major sections that we can go through. Similar to the desktop application, the mobile application functions pretty similar, however if includes a more user-friendly design for replying to customers through the phone.
The Inbox screen includes most of the features found on the Desktop Version of our application, where you can see all the conversations on the interface.
The search function for contacts and conversations can be found on the top right. The "Unread" and "Bookmark" functions can be found by swiping right for the contact of your choice.
By pressing on "Your Conversations" on top, you can change which inbox interface you will be viewing.
By pressing into a contact, you will be directed to the Chat Interface, unlike the desktop, you can only view the user profile by pressing into the contact's name at the top.
Pressing the "Actions" Button on the right opens up the Actions Pop up window, where you can change the conversation Status, Assignees and the Channels you want to talk to the client through.
By press the "Aa" button on the bottom right, it will be converted to the Note Option, where the bottom part is highlighted orange and you can jot down notes and mention teammates. Press the pen icon to revert back to the "Reply Function". The + icon on the left allows you bring up the interface to attach files.
To "Mention" your teammates in the conversation, type in "@" while in the Note Function, or press the @ icon on the left.
By typing in "/" in the Reply Function, you will bring out the Quick Replies section. If you would like to add new Quick Replies, please go to the Desktop version to complete the set-up before using it on the Mobile Application.
By pressing the center button on the bottom of the screen, you arrive at Contacts, where you can add, search and edit Contacts.
After Searching for a contact or pressing a contact directly in either the Inbox Interface or the Contact Interface, you will arrive at the User Profile Interface, where you can Log Activity and Message them.
By pressing the Top Right "Edit Button", you can change the user's information, press the Top Right "Save" button to confirm the changes.
By pressing the bottom right button, you can access the setting to change your account information, Active or Away, Language Settings, and our Terms and Privacy Policies.
To change your language, you can click into the Language button. There are only two available languages at the moment with more coming in the near future.
I saw the Call and Email buttons on the User Profile sections, are those available as well?
Currently this function is not live yet, we will update our guide or send you updates personally when a change has been issued.
Can you label users like the desktop version?
This feature will be released in the upcoming phone version update, we will update our guide here to reflect the changes made.