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Managing responses to Customers

With Converse Desk you can manage all your conversation at a go on one interface and customize it as per your business requirement. Below are the key use cases to get started with.

Team SpecificUse casesHow to Get Started
Sales How to see all my Unread Conversations ?: Ben and John in Morgans team wants to act on unread messages Use the “Unread conversation” filter for the sales team 
SalesHow to View and Act on Multiple Conversations ?:Ben and John again want to manage multiple conversations at a go in a single windowClick on “View Details” on each conversation opens it on a separate tab within the converse desk 
Service Open Conversations:Thomas works to close cases and he wants to act on open cases conversationsUse “Open Conversations” and “Close conversations”  filters in Desk 
Marketing Automated Conversations: Seema got progressive profiling setup from Rony and now she wants to interact with users who have left out automation flow and are coldUse Global filter help to filter conversations based on “Converse apps” 
Sales, Service, MarketingFiltered Conversations: Teams want to act on custom inbox with their list of conversations onlyCustom Listview on Contact, Sales, Cases, Leads, Opportunity, Conversations object, and custom objects helps to create a custom inbox
GeneralMultimedia Messaging: John wants to send images, videos, emojis, and templates for each conversation and use CRM actions (create a new lead, new case, new contact, etc.) to act right away within conversations Images, Videos, Emojis, Templates (Primary and Cross Objects), CRM Actions are all supported in Desk with individual conversations threads
GeneralSearch Conversations: John searches usually conversations by phone number or name Search conversations based on the mobile number and the name of the recipient

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