Message a contact from their record
Start a WhatsApp, SMS or other app conversation from a contact page; it opens in your inbox, assigned to you.
For: Agents and sales repsSteps
- Open the contact and select Message.
- Choose the app. WhatsApp and SMS use the contact's mobile number; Messenger, Instagram, Telegram and LINE are available once the customer has written to you there.
- For WhatsApp, pick an approved template unless the customer wrote in the last 24 hours. For other apps, type your message.
- Select Send. The conversation opens in MetriChat, assigned to you, and replies arrive there.
Good to know
- The conversation is added to the contact's timeline.
Still need help? Contact support