Now you have the option to either respond to them in a text message or an email. You also have the option to immediately enroll anyone who sends you a chat message into a campaign that will respond for you with a relevant message. For example, if you receive a message, the system will tag that person as “Interested” which could then enter them into a campaign such as “New Appointment Booking” or “New lead.” These campaigns would send them a number of texts, calls and emails spaced out across a certain time frame until they reply. Once a response is received, they are taken out of all campaigns and an appointment, call or other service would be booked right in your calendar.

These new contacts automatically have a profile created for them as well, allowing you to enter them into certain pipeline stages and contact them further in the future. In your settings, you can completely customize this experience so that it is tailored to your business. Here you can see that Mary was entered into your contacts and tagged as “Interested.”