Create a New Conversation with a New or Existing Contact
You can create a new conversation by doing the following. First, click on the plus icon next to the search bar in the top left of the chat view.
You'll be led through a series of dialogue boxes. First, type in the number you wish to chat with. If the number already exists, you'll be prompted to choose the candidate and then be redirected to the existing conversation.
If the number doesn't already exist, you'll be prompted to enter contact details for the new contact.
Once you've filled in the contact's details, you can also add marketing data such as the source of the contact and which job location the contact is to be associated with:
If you wish to start a new conversation with an existing contact, but under a different phone number, you can follow the same process but at the "Create a Candidate" step, unselect the "Create a New Candidate" option in the top left. Instead, you will be prompted to select an existing contact to start the new conversation with.
Chat Filter Settings
Having the correct filters in a PivotCX chat allows Chat Agents, Hiring Managers, and Recruiters to work more efficiently and minimizes the possibility of missed conversations. How to update Filters Once in the chat view, click the funnel icon to ...
How to Open a Conversation
There are multiple ways to go to a specific conversation to start chatting with a candidate: When you are viewing the Deliveries Tab, Messages Tab, Candidates Tab, or Conversation Tab, clicking on a Chat Bubble next to a contact's phone number or ...
Chat Command: ^upload
Copy a one-use file upload link to your clipboard. The link then directs you to a page where you're able to upload a file. You can upload transcripts, certifications, or other documents that are 10MB maximum. If you need to upload more than one file, ...
Templates are shortcuts you can create and use to turn into expanded texts. This reduces the need to type a lengthy or frequently-used sentence constantly. Furthermore, you can create new templates to suit your needs. Templates Video Tutorial Here's ...
Chat Command: ^at
PivotCX Chat Command: ^at Send a message at a specific time. This can be utilized when a contact asks to talk at a later date or time. Also, it can be used to follow up on a contact. How To Use Type ^at in the chat window followed by the spacebar. ...