Conversations
The "Conversations" tab lets you see all Conversations with supporters you have access to. You can also add new People to the organization's list:
Conversations by category
You can tap the title label at the top of the "Conversations" tab to sort the conversations by certain fixed categories. Based on your access level, you may not see all the categories listed below - only Team Members with access to "View, Text, and Call All People" permission will see the last 2:
My Conversations: All conversations for People to whom you are the Assigned Agent.
My Unread Conversations: All unread conversations for People to whom you are the Assigned Agent.
My Starred Conversations: All conversations that you've starred.
My Calls: All conversations with People who you've had a call with recently.
All Conversations: All conversations within your logged in Scope (requires "View, Text, and Call All People" permission)
All Unread Conversations: All unread conversations within your logged in Scope (requires "View, Text, and Call All People" permission)
Add Person
Team Members can add a new Person to the organization's list by clicking the + icon in the top right of the "Conversations" tab. This will take you to a screen where you can add a Person to the organization by their phone number and name.
A Conversation
You can exchange text messages with People you have access to via the conversation screen. All messages they receive will come through the Chapter Phone Number belonging to your organization.
This screen will also let you access all Text Templates via the "Scripts" button, and will have an RSVP bar for for all events that Person is invited to. The "Info" button in the top right corner will take you to this Person's profile.
Updated 7 days ago