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. Next, select the correct date and time and leave a note.
PivotCX Chat Command: ^close Close a conversation. This means that a conversation will no longer appear on the left-hand panel. How to Use Type ^close in the chat window followed by the spacebar. This will allow the conversation to immediately close.
PivotCX Chat Command: ^unassign Make a conversation unassigned. This will unassign all of the people who were originally assigned to the conversation. How To Use Type ^unassign in the chat window followed by the spacebar. A green box will appear ...
PivotCX Chat Command: ^read Mark a conversation as read. This will prompt the red dot on a conversation to go away. How to Use Type ^read in the chat window followed by the spacebar. A green box will appear displaying, "Marked read by [name]," with ...
Assign a team member or yourself to a conversation. This helps organize conversations and designate them to the corresponding team member(s). You can only assign conversations to a team member. If you would like to have someone outside your team be ...
The deliver command is used to send a candidate or contact to another user or team and to wrap up a conversation. When you do a delivery, we record statuses for the conversation which enables us to report on conversation outcomes. You can deliver to: ...