Managing responses to Customers
With Converse Desk you can manage all your conversation at a go on one interface and customize it as per your business requirement. Below are the key use cases to get started with.
| Team Specific | Use cases | How to Get Started |
| Sales | How to see all my Unread Conversations ?: Ben and John in Morgans team wants to act on unread messages | Use the “Unread conversation” filter for the sales team |
| Sales | How to View and Act on Multiple Conversations ?:Ben and John again want to manage multiple conversations at a go in a single window | Click on “View Details” on each conversation opens it on a separate tab within the converse desk |
| Service | Open Conversations:Thomas works to close cases and he wants to act on open cases conversations | Use “Open Conversations” and “Close conversations” filters in Desk |
| Marketing | Automated Conversations: Seema got progressive profiling setup from Rony and now she wants to interact with users who have left out automation flow and are cold | Use Global filter help to filter conversations based on “Converse apps” |
| Sales, Service, Marketing | Filtered Conversations: Teams want to act on custom inbox with their list of conversations only | Custom Listview on Contact, Sales, Cases, Leads, Opportunity, Conversations object, and custom objects helps to create a custom inbox |
| General | Multimedia Messaging: John wants to send images, videos, emojis, and templates for each conversation and use CRM actions (create a new lead, new case, new contact, etc.) to act right away within conversations | Images, Videos, Emojis, Templates (Primary and Cross Objects), CRM Actions are all supported in Desk with individual conversations threads |
| General | Search Conversations: John searches usually conversations by phone number or name | Search conversations based on the mobile number and the name of the recipient |