Online Chat Enhancements

1. Email Import Contact Template Supports Filling in Labels/Notes

In Contacts - Import, when you import contacts using an email address, the import template supports filling in the label and note field values.

Usage scenario: With this function, merchants can import labels and notes at the same time when importing contacts, without the need for additional operations, which is more convenient and quick.

2. Add Quantity Sorting in the Online Chat Message Filter Column

In the Online Chat message filter column, the system will sort the accounts in the channel by the number of conversations. Channel accounts can be automatically sorted by the number of message conversations.

Usage scenario: With this function, merchants can quickly grasp the number of conversations of each account in each channel, and make further arrangements for customer service reception tasks accordingly.

3. Optimize the Personal Information Column of Online Chat

In Online Chat - Personal Information Column, the Facebook channel adds the homepage note display, and the WhatsApp channel adds the number display.

Usage scenario: With this feature, when there are many Facebook homepages or WhatsApp accounts, merchants can quickly understand visitors' channel entry paths and consumption preferences, and better help merchants chat with visitors.

4. Support Displaying the Session Status in the Online Chat Session Information Bar

"Conversation Status" is added to the bottom of the online chat session information bar, which will automatically categorize the conversation records of each customer service representative. "Ongoing Conversation" refers to a conversation with messages within the past 7 days. If it exceeds 7 days, it will be automatically classified as "dormant conversation".

Usage scenario: With this function, merchants can understand the activity level of visitor consultation through the session status, understand the work status of team members, and arrange the next customer service task.

5. Support WhatsApp Number Package Sales Service

Salesmartly now supports the sale of WhatsApp number packages. If users need, they can purchase number packages by themselves.

1. The fee for WhatsApp number is $12/group (one-time purchase). Each group contains 2 numbers. Merchants can initiate 250 conversations/24 hours for each number. Merchants can send up to 500 conversations/24 hours for 1 number package. There is no limit on the number of conversations initiated by users.
2. Each purchase supports a maximum of 5 sets of numbers.
3. The self-service purchase number function currently only supports balance payment. If the balance is insufficient, users can go to WhatsApp Recharge to recharge.

Usage scenario: With this function, merchants can purchase platform numbers by themselves without any operation, saving time and effort, and helping merchants switch to WhatsApp marketing.

6. WS Account Supports Test Message Sending

When the WS account is enabled, a new "Test Account" button will appear in the operation bar. By clicking this button, users can use this number to simulate a visitor sending a message for testing. The results of the simulated sending can be viewed in the Online Chat module.

Note: This function is only available when the following conditions are met:

1. The account is successfully activated.
2. The number status is valid.

Usage scenario: With this function, merchants can quickly test the validity of a WS number by simulating sending messages after adding the number.

7. Automatic Support for Random Branch Triggering

Add the "Random Branch" conditioner in Automated Process - Conditions. When different visitors enter and trigger, the system will randomly execute the automated processes connected to each process branch.

Usage scenarios: With this function, merchants can achieve the purpose of diverting visitors, such as directing new visitors to different customer service staff, or sending different products to different visitors for exposure and diversion; in addition, merchants can also use this function to test and compare which response method is more efficient, so as to find the best way to communicate with visitors.

8. WS Template Application Supports Adding Headers and Footers

In the Message Broadcast - WS Message Template section, you can now add headers and footers.

Usage scenario: With this function, merchants can add some additional information in the header and footer of the message to be sent, which can help you better send messages to groups and improve your message reach. For example, merchants can ask in the footer whether the message sent will disturb customers, so as to reduce the frequency of user reports and reduce the risk of WS number being blocked.

9. Automatically Delete Invalid Contacts

The SS system now supports automatic deletion of invalid contacts. Invalid contacts need to meet the following conditions:

1. The source channel of this contact is the system plug-in.
2. The conversation initiated by the contact was 30 days ago.
3. The contact has not generated any conversation within 30 days.
4. The contact has no email address or mobile phone number.

When the above conditions are met, the system will automatically delete the invalid contact.

Usage scenario: With this function, merchants can filter and screen contacts, such as using plug-ins to simulate conversations to generate virtual contacts, thereby helping merchants to further maintain and manage customers.