Step 3: Start a Conversation

After integrating all your social media accounts into SaleSmartly, you can now start having conversations with your customers on SaleSmartly!

1. Understanding the SaleSmartly Chat Page

[Live Chat] is divided into three sections: information bar, dialog box, and customer information.

1.1. Information bar

All messages sent by customers through various channels will be displayed in the information bar. The information bar provides three filtering methods:

(1) View

Users can group conversations based on visitor tags, social media accounts, email addresses, mobile phone numbers, last reply time, and conversation types.

(2) Account type

Filter information based on different social media accounts.

(3) Customer service member

You can filter by the agent or group they are in, and also include unassigned and bot-hosted conversations.

1.2. Dialog box

The dialog box allows sending in multiple formats, including labels, voice, audio, pictures, videos, and attachments. You can also set quick replies for common customer questions to improve response efficiency. After the service is over, you can send a review invitation to the customer. At the end of the conversation, simply click the [End Conversation] button in the upper right corner to archive the conversation.

1.3. Customer information

The system includes four modules: customer information, session information, script library, and order management. Users can view basic information such as the customer's source channel and geographic location, and can also customize the content of the session and script library. For e-commerce companies, they can create order information on their own and have a more detailed understanding of the customer's purchase details.

2. Chat with Customers

After ending the conversation, if you need to find the chat information again or contact the customer, you can find the customer in the customer information and use the chat back function to start the conversation again.

3. Send Bulk Messages to Customers

Send tailored campaigns to multiple customers at once via WhatsApp APP, Facebook, Email, Telegram bot, Instagram, TikTok, Telegram, and LINE. Personalize content using merge tags and track open/response rates to refine outreach.