Understanding Conversation States
If you're coming from another helpdesk platform there are several things you should be aware of in the Re:amaze platform in terms of conversation states.
This is Re:amaze's version of an open or pending conversation/ticket.
This is Re:amaze's version of a closed or solved ...
Participating in Conversations
Participating in conversations makes you a follower of the conversation without being involved as a recipient. You'll continue to get notifications when customer messages arrive and when staff replies go out. Participating is a great way for customer service team managers to stay involved in a co...
Replying to Conversations
Replying to conversations is super easy! You can do so on the Re:amaze dashboard, through your email, or through the Re:amaze mobile app. Let's go over how things work on the dashboard and email:
When replying from the dashboard, Reamaze will process your request, send the mes...
You can forward conversation replies to third parties directly within the Re:amaze dashboard. This is helpful when you need to start a side conversation with a third party but keep the conversation thread intact, similar to email. Third parties who receive your forward will b...
Assigning and Reassigning Conversations
Making sure conversations are assigned to the right teammate or staff agent is crucial for not losing track of customer requests. Unassigned conversations can easily slip through the cracks and affect your brand and support performance. Conversations that have been assigned will also send notific...
Customers will sometimes message the wrong channel for support purposes. Maybe they reached out to firstname.lastname@example.org instead of email@example.com. Fear not! You can easily move conversation from channel to channel (email and Embed conversations only) with a click of a button.
You can m...
Have conversations that are repeats? Maybe a customer is a bit anxious and sent 4 of the same messages over? Or maybe there are two conversations actually talking about the same thing? You can merge those conversations and reply to them as one unified thread.
To merge, you need to select two or ...
Setting Reminders for Conversations
You can alert yourself or another staff member about a conversation at a future date and time by setting a reminder. This is very useful if you want need to follow up with a customer and don't want to forget about them. Conversations with active reminders will be set to the on-hold status and wil...
Attachment Format and File Size Limit
You and your customers can upload attachments into your Re:amaze conversations using the simple drag and drop section beneath your conversation reply o by clicking on the paperclip icon on the customer side.
The file size limit on Re:amaze's end is 100MB so you can upload and send big files as l...
When you reply to a conversation, your reply goes to conversation recipients. Recipients may be your customers, internal staff members, or third parties. Recipients are very versatile in Re:amaze. We've gotten rid of the concept of CCs to make your workflow simpler. When you reply from the dashbo...
Editing Customer Conversation Subject and Message
You can easily edit the subject line and content of a customer conversation/message by clicking on the edit link. The edits made here are strictly for internal purposes and do not change the actual subject line or message content. Use this feature to make sure what the customer wrote aligns with ...
Conversation Permalinks are running snapshots of an existing conversation that may be shared and viewed only through a secure URL. This is useful when you need to share the contents of a thread without giving access to a party reply-to privileges. You can modify the privacy setting for your Perma...
Sending Outbound Conversations
You can manually send outbound messages to customers within your Re:amaze account. This is helpful when you need to reach out to a customer if they did not previously engage with you. Re:amaze does not support bulk outbounds or mass emails.
To send an outbound message, click on the "New Message"...
Logging New Messages in Re:amaze
If you had a conversation with a customer at a coffee shop or on the phone and wish to log what was discussed as a conversation then the "Log Message" feature is perfect.
To log a message, click on the "New Message" dropdown. Select "Log Message".
Select the channel you wish to log the message ...
Marking Conversations as Spam
Re:amaze offers automatic spam filtering for each of your email channels. In order to manually mark conversations as spam, you'll need to first enable automatic spam filtering.
To turn on spam filtering:
Go to "Settings" and then "Email Channels".
Click on "Manage Settings" for the email channe...
How to Delete Conversations, Messages, and Attachments
DISCLAIMER: Deletion of data in Re:amaze is permanent and cannot be reversed or retrieved once deleted.
Delete a Conversation
In order to delete a conversation from your inbox, the conversation would first need to be an in archived state. To archive a conversation, you can navigate into a threa...