Easify’s Chat SMS lets you manage individual conversations with your contacts. You can start new chats, respond to messages, schedule messages, and organize conversations using labels and filters.
To start a new conversation:
Select Chat SMS from the side menu.
Click New Chat.
Enter the Recipient’s Number.
Confirm the Sender's Number.
Click Chat.
You can then enter your message and send it immediately or schedule it for a later time.
Chat SMS provides several options to help you find and organize conversations.
Use the search option to find a specific conversation instead of manually going through your chat list.
You can filter conversations based on:
Week
Month
All
You can also filter chats based on their status, including:
All Chats
Received
Unread
Sent
Scheduled
Blacklist
Saved
AI Chats
You can pin the most relevant status as needed.
Use labels to categorize and organize your conversations. Labels make it easier to identify and manage chats based on your preferred workflow.
You can combine labels with the available filters to quickly find the conversations you need.
From a conversation, you can access several actions to manage your contact and continue your workflow.
Depending on the available options, you can:
View previous call recordings, if available.
Send an email.
Select an SMS template.
Add an event to your calendar.
Add an appointment link.
Push the contact to CRM.
Push the contact to an automation.
Add a note.
Watch the video below for a walkthrough of Chat SMS and its available features.
