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Conversations

Manage WhatsApp, Instagram, Facebook, SMS and email in one inbox.

7 articles

1Inbox overviewGet to know the three panes of Conversations, its tabs and channel icons, and manage every patient message in one place.
2Replying and choosing a channelPick the right channel for every reply, add files, emojis and voice notes, and schedule messages for later.
3Assigning and collaboratingAssign conversations to teammates and talk behind the scenes with internal comments and @mentions the patient never sees.
4Templates and snippetsSave the messages you send most as snippets, personalise them with placeholders and keep them ready in every language.
5Filters and viewsFilter conversations by channel, assignee and tag, search and sort them, and save the filters you use often as views.
6Calls and voicemailCall patients straight from the conversation, listen to call recordings and keep track of voicemails.
7Conversation best practicesProven rules for fast first replies, a well-built first message, collecting photos and X-rays, and a smooth handover to the coordinator.

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