ClickSabi Pro
Contacts & Messages
How contacts, customer relationships and conversations work in ClickSabi Pro.
7 articles available
7 articles
- How customers and providers stay connectedWhat a connected relationship is and what each side can see.
- Adding a contactCreate a contact record, avoid duplicates, and optionally invite.
- Inside a contact recordThe tabs on a contact, lifecycle stages, ownership and private notes.
- Inviting a customer to connectHow the invitation works and what happens when it is accepted.
- Working the Messages inboxViews, assignment and what the queue is telling you.
- Drafting replies and setting follow-upsComposer tools, quick replies, attachments and reminders.
- How messages reach the customer by emailEmail delivery, the sending domain, and opt-outs.
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