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Messaging

What it is for​

Messaging gathers all your lead conversations in one inbox: SMS, WhatsApp, Facebook, Instagram and email. You answer leads without leaving Steer Autos and see their context beside the chat.

Access​

  • Menu: Sales › Messaging (/dashboard/sales/messaging).
  • Requires the Sales module on your team. Channels are connected in Settings › Integrations (Twilio for SMS and WhatsApp, Meta for Facebook and Instagram, Google or Microsoft for email).

Steps​

  1. Open Sales › Messaging. The page is titled Platform messaging.
  2. In Inbox, switch between All, To reply and New, or use Search a lead….
  3. Pick a conversation to display it. Click Context to see the lead context, or Open lead.
  4. Write your answer. Use Templates for saved messages.
  5. To contact a new lead, click Start a conversation. A starter message is suggested from the lead and car.
  6. Use More actions to archive or delete a conversation. Find them later in Archives and Trash.
  7. Click Channels to see the Channel status of each channel and Configure the missing ones.

Good to know​

  • A deleted conversation is kept for 30 days in Trash.
  • The header counts conversations and how many are waiting for a reply.
  • When leads are waiting for a first contact, Contact the first one opens the oldest.

Common issues​

A channel shows "Not connected" or "Action required". Click Configure and finish the connection in Settings › Integrations.

"Could not load channel status." Click Refresh in the channel popover.

"Could not archive the conversation." / "Could not delete the conversation." Try again; check your connection.

See also​