HomeSource Conversations
Text the customer. Keep every word.
Your team is already texting customers about quotes, deliveries, and repairs. Conversations lets them send and receive those texts straight from the order, the service request, or the customer record, so every message stays with the transaction it belongs to.
The problem
The text comes in. It just doesn’t come into your store.
A customer texts a rep about a delivery, and the message lands on a personal cell phone, in one person’s pocket, where no one else can see it. When that rep is off the floor, or gone for good, the conversation goes with them.
The payoff
Send it from the record. It stays with the record.
In Conversations, a text starts from the customer record, an open order, or a service request, so the message already knows what it’s about. Your team sends it, the customer replies, and the whole thread stays in one place, visible to anyone who picks it up.
- Start the message where the work isReach a customer straight from their record, an order, or a service request, with the context already attached.
- One thread the whole team can seeReplies come back into the same place, not a personal inbox. Anyone on the team can pick up where someone left off.
- History that stays with the storeEvery message sent and received is kept on the customer record, searchable months later, even after staff changes.
Common Questions
What retailers ask about Conversations Customer Messaging.
Straight answers to the questions that come up most.
See Conversations Customer Messaging on your floor.
We’ll show you how a text ties back to the order, the service request, and the customer record. A real look at how it works for your store.
Schedule a Demo