Keeping your conversations organized while talking to customers can be tricky. Managing contact details, switching between messaging channels, and staying on top of call notes all at once can slow you down. Here’s how recent improvements help you handle conversations smoothly without missing a beat.
📌 Why This Matters
When you’re actively talking with customers, whether by phone or chat, having quick access to their information and communication options saves you valuable time. It also ensures no details slip through the cracks, making your customer interactions feel professional and well-managed.
✨ What’s New
- Update Contact Details While Viewing Call Transcripts: Now you can see call transcripts in a central panel while updating contact information on the side—no more switching back and forth or losing context.
- Send Emails Instantly During Calls Without Refreshing: If a customer shares their email during a call, you can update their email and send messages right away without interrupting your conversation or needing to reload anything.
- Call Option Back in New Conversation Setup: Starting a new conversation now includes an easy-to-find call button, so you can initiate calls right from the conversation screen.
- Smoother Language Support & Handling of Long Text: Text in different languages now shows correctly, with tooltips and truncations that keep your workspace neat and easy to read.
🛠️ How to Use It
- View Call Transcripts and Contact Info Side by Side: When you’re in a call, check the transcript in the middle panel while updating your customer’s details on the right without closing anything.
- Update Email On-The-Fly and Send Emails Instantly: If you get an email from your customer during a call, just add it to their contact info and start typing your email message immediately—no refresh needed.
- Start New Conversations with Calls: Use the new conversation button and select the call option right from the setup screen to connect with customers quickly.
- Read Messages in Any Language Smoothly: Enjoy a clean, fully translated interface with all long texts properly displayed, making communications easier no matter the language.
💡 Pro Tip
Staying organized during customer calls not only improves your responsiveness but also builds stronger relationships that can lead to more repeat business.
