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Advice and answers from the Endear Team
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who gets notified about customer messages
Who
gets
notified
about
customer
messages
?
Endear has a sophisticated messaging routing system to ensure that no
messages
fall through the cracks… you don't want to be
notified
about
… We recommend that managers be assigned to only one location unless they would like to be
notified
about
What task activity are users
notified
about
?
Associates can choose what task activity to get
notified
about
… Managers, & Admins) Associates have the option to choose which task activity they'd like to get
notified
How do I resubscribe a
customer
to
messages
?
Resubscribe a
customer
to
messages
… Applies to: All (Users, Managers, & Admins) A
customer
may use the unsubscribe option at the end… However, Endear provides you with an option to resubscribe that
customer
How do I know
who
is assigned to a
customer
?
Easily tell
who
is assigned to a
customer
… How view
who
is assigned to a
customer
… Managers, and Admins) You'll be able to easily tell which user or users is assigned to any
customer
How do I see
customers
I'm Assigned to Endear?
Filter
customer
lists by the user
who
created the
customer
profile… How to view
customer
additions from other teammates… To view if/when another user has added a
customer
to your list on Endear, apply the 'Created by' filter
Who
else can see and respond to my
messages
?
You can see
who
is in your location from the Home screen. Still Need Help?
How are associates
notified
of tasks?
Applies To: All (Users, Managers, & Admins) Associates are
notified
of tasks when a task is assigned
How long can my text
messages
be?
Character limits and details
about
sending text
messages
… Images in Text
Message
… Applies to: All (Users, Managers, & Admins) In order to preserve high deliverability of text
messages
What profile details can I edit
about
a
customer
?
View a
customer's
profile and update details in Endear… A window will open for you to specify details
about
the
customer
… How to edit a
customer
profile section
How do I setup access to SalesChat?
Learn how to configure access to SalesChat so specific teams or users can respond to
customer
messages
… using SalesChat, the Admin can adjust access so different teams or users can view and respond to
customer
…
messages
