This guide explains how to start a new conversation by selecting the desired communication channel (e.g., Email, SMS, etc.).
Procedure
1. In the left column, above the list of conversations, click the New Message button (identified by the + icon).
2. A dropdown menu will open. Select the type of message you want to send (e.g., Email, SMS, Chat, etc.).
- Note: The exact name displayed depends on the communication types enabled in the system.
3. After selecting the type, the central view will transform into the new conversation creation form.
4. In the Select Recipient field, search for and select the contact or customer to whom the message is addressed.
5. In the Conversation Subject field, enter a clear title for the new thread.
6. (Optional) If necessary, fill in the additional fields:
- Recipient in CC: Add any email addresses that should receive a copy.
- Receive replies at: Select or add the email addresses where you want to receive replies.
7. Click in the text area at the bottom, marked Write your message here..., and type the content.
- If you want to use predefined content, click Import template (if available) and choose a template.
8. Click the Send button (identified by the paper airplane icon) to create and send the new conversation.
