Discover the Open Invoice Example for Customer Support Solutions

Open invoice example for Customer Support

did you know that small businesses are losing thousands tens of thousands even hundreds of thousands of dollars every year just because they've missed a phone call it's true so it depends on the type of business that you're in of course but imagine if you are a service business and customer behavior is such that they're just going to call around to look for a quote or opening hours or to book an appointment with you well if you don't answer your phone most consumers 85% of them are just going to continue to call around and so that sale or potential sale could be going to your competitor so how can we nip that in the butt well I've got a solution for that so if you want to see how you can maximize the opportunities to increase sales then grab your coffee or your drink of choice and meet me at the computer okay so here we are at the computer and I'm on the open phone website so open phone this is as it says here right is the best phone system for teams but it really is a collaborative phone system uh bringing customer calls and text and contacts into one sort of platform so these prices honestly they're they're phenomenal I've done my research you know your girl um all about saving money where we can but not just saving money for the sake of it because we're not compromising on features at all these features are incredible especially for this price and I've done my research like I said um now the wonderful Folks at open phone you can try for free but they're giving my viewers 10% off for the first three months and it's not going to impact the pricing it's not going to artificially jack up the price there you go um so this is it if you want to learn more about it um there is um a demo they have so let's go check that out so right here it's about 20 minutes long it's a great video um but yeah it also the nice thing about this is that you can actually integrate this with um automation tools right now in here if you're go into the back end in the general area you've got um this is just the general space you can kind of put in your own information plans and building Integrations look at all of these right so if you have a HubSpot or Salesforce you're going to need to have a business account or next tier account which is fine um but the trust Center these are the two really important things it's going to take a about oh don't know a couple of days maybe up to five days for these to clear so the brand registration that verifies that your business identity with carriers so that like this is legit business and then the campaign registration just saying you know this is what I'm using this for you're not going to spam folks so but I said like I said that takes a couple of days to go through now here are some really cool things with the business account you can get you can Auto record calls call transcripts which is great if you need to do some um analysis the international I don't need in Canada for now what's cool too is you you can bake all of these sorts of features in and send Auto repes so if somebody calls and they don't get an answer you can text them immediately back right through open through open phone no need for anything else you can set your business hour so that you know you can send Dynamic messages depending on if you're in or out if you want to have separate messages so this is or after hours Let's listen hi thanks for your call sorry but we're closed right now please leave us a message and we'll get back to you as soon as we open thank you so I think that's pretty good um now you can change that you can upload a file record or do a text to speech you can change it I think this is fantastic really but you can change it like I said um for unanswer calls when you're in here's the other outgoing greeting of course you can change this but here we go hello thank you for your call today please leave a message and we'll get back to you as soon as possible it's very similar just a slight tweak because it's a you know different time of day but you can transcribe your voicemail you can filter for profanity if you want but here if you do miss a call you can also send text messages so whether it's during business hours after business hours you know like we're closed whatever so you can set these up the standard text me messages are fine so whatever you would like to do so this one is the first one is we'll get back to you shortly and the next one is how can we help this is going to be important to remember you know like the how can we help but if you want to you can also change these messages to something that might be a little bit more your speed you can choose all or none of these um a separate message for after hours like we're not in the office right now right we're off for the day but we'll get back to you soon as this one says um and and you like I said you can use these highlight that text and you can change it up right so you could put in things like your calendly link or whatever so how can we help and like you can have that so I'm going to demo in a little bit how this all looks but now you could also integrate with your Slack or connect your don't delete your account though because once you do that you can't undo it it'll start from scratch all over again so this is what it is so I'm going to demo this but I'm going to have to pause and uh do this because I use my phone to record so let's check it out okay so here I am this is my phone I'm just screen recording and I'm going to post edit of these together and uh it's calling now unfortunately I can't record video my myself with this because this is the very phone that I'm doing running this test with so I'm kind of have to flip back and forth but that's okay I didn't get through so just hung up but you're going to see here look it's just come up there and there's my number and I got a text message and there it is on my phone pretty slick if you ask me so now I can say what time do you open and see now I get the out of office after hours message so this isn't really what I want we're going to end up going to make.com so that we can actually have a full-on conversation so here I'm like be okay but what time do you open because it it didn't actually answer the question did it so we're going to go to make.com so that we can have um a back and forth conversation with their customers if they happen to If you happen to be out of the office okay so here we are right here now what you can do as well just one last thing within within here you can again you can start to change these around as you're testing so test for yourself think of all of the different scenarios that you have so say if you are uh like in plumbing you may need to have um an emergency line an extra line by the way is only $5 an extra5 dollar a month but you may want to allow your customers to reach you at any time and be able to go back and forth if you have a different type of a business like say a hairdresser or massage therapy business you might just prefer to say hey sorry we missed your call here's my Cal you know feel free to book me in this calendly link you know so you don't have to when we say how can we help that's almost eliciting another question right this back and forth conversation so you could have it just as a like an acknowledgement and call to action or something like that so it's up to you but again up here um you can for another $5 a month honest to goodness you can get like say an emergency line to forward your calls but if you click on this you can see all incoming calls will be forwarded to this number please note that um business hours Auto repes that that won't be abled anymore if you forward it so FYI okay so here we are in make.com we can create a new scenario so one of the things that really sold me on open phone honestly is that it integrates so seamlessly with make.com so in here if we start a new scenario and the first module you can just type in open or open phone there we go and what we're going to do the trigger is going to be watching new messages so remember we we said how can we help you today it's the response that we're going to watch for so watch new messages that's it now here we're going to you can create a web hook um I've already got a connection so you just click in here even if you already have a connection and I'll show you that in just a second but the event that we can look for is message received message delivered you can select both you know whichever whatever kind of suits for you but what we're going to do here although we're just looking for message received we're going to select all click there we go save and then if you click okay you can show the address here for the web hook and this is how easy it is show the address copy the address to the clipboard and then go back into open phone into settings and then go into the web hooks area and you can create a web hook now I've got one right here make.com and that's pretty much it that's how you set up your your connection it's so simple the next thing we're going to do is we're going to put in a router because it's what we're going to say is depending on what they come back with that's what we're going to respond to is the question they've asked so to do that on this line you right click and you can set up a filter so say if somebody's asking about your hours of operation or to book an appointment or whatever suits your business there you go but the problem is we don't have anything in here yet we don't have a new message so so if we click in here like when in the mapping itself there's nothing here for us to pull from so what I'm going to do is I will um have to call using this phone that I'm recording with um to show you kind of how that works so if you kind of give me just a second here what I'll do is I'm going to pause this but I'll do a voice over so hold on okay so here I am um in my open phone now I've kind of cleared out the previous call actually it's just in the you know and there we go calling you can see it coming off all my computer as a notification which is kind of cool there so this is a me missed call but you can see on the right hand side here hey sorry I miss your call how can we help so okay I'm going to screen record my phone as well so that we can that nothing's going to happen here yet do you can see I'm going to text back because I got this on my phone that I normally record with so I'm going to just say test there we go and then click Ascend on that one boom and it's come up so now we've got this hey thanks for your message we'll get back to you shortly see that was how it was configured and open phone but if I send this through again I'll still we'll still at least have some data in here okay so here we are back at this just run it once so now if we put in our filter we should have something in this there we go right and there it is so where we had nothing before because we hadn't run it there was nothing there was nothing that we could pull from so now that we've run this kind of scenario once we're good so this if it contains case insensitive this is if we're somebody's looking for hours as an example only then we could say here hours if be capital or not and then we can add an or rule or does it contain like that contain they open like what time are you open like these are the types of questions that people would ask right so based on that then we can send a response we can set up another we can set up as many of these routes as we want so I'm going to say booking because if somebody wants to book an appointment we can put in the object and then test or even if it's a restaurant booking um a table right so we're going to say contains case insensitive again it doesn't matter if it's uppercase or or lowercase we could say book and then we're going to add an or rule as well and we could say appointment this test and then of course we want to say contains case insensitive that's it like it's kind of the same thing over and over again but as we type in appointment or you can book like I said a table at a restaurant we just click on that plus and we can add in another route and we can continue on like this as many as you need but this one I'm going to put in a filter of it being um just our test and this test is what is the route we're going to kind of test through as it were right so we've got the text from this the exact same thing and we're going to say test and I'm going to still put this as not equal to but contains case insensitive right and click okay so now what we can do is we now have something that we can respond to so B based on what the message the new message that we get we can respond based on that right based on our filter so if is an hour or is it a booking Etc right so then here we're just going to add in another open phone module pretty simple um click on open phone and then look at all of these options that we have here you can update contacts you can do all kinds of things but we're going to send a message so the content here is just hey because this is the opening we are open Monday to Friday from 9:00 a.m. to 5:00 p.m simple right I mean obviously you can put in more and you can use chat PT to help now the from number I've only got one number but if you have multiple you can change that now as far as the two sending a two we're just going to map it back to that first module because that's the person who sent us the message to begin with you're going to use the from we're going to send to back to the person who sent us the message to begin with so there we go and we're going to just clone this guy we're going to unlink there we go and then we're going to clone it again if you're finding this content helpful so far please hit that subscribe button it really helps my channel out and of course the little bell icon so you don't miss future videos now back to our video and then we can just see we just hooked all of this back up so there we go now we've got our three different bookings and we can change up what these the message content is right making sure it works because we've just we've cloned the module so we want to tailor these messages based on the question or the filter if that makes sense so you can book a time and we can change this up here what's cool is you can put in your Cal calendly link or whatever it is that you use for bookings or I can call you back back at a time actually um within one business day because they may what's convenient for the customer may not be convenient for you as well right so we want to make sure that we've got that if your matter is urgent please call if you have an emergency line so y y y z z z there we go and this is pretty much it so now that got all of these messages that you can send um over and above what you've already got in your open phone scenario so now we've got our three messages that we can send based on whatever our customer has responded to right so back here when we watch the new messages so if they're asking a question about hours we can answer that etc etc so then what we're going to do is just move this over a little bit we're going to put in a little sleeper because you want to make sure that you're giving your customer a chance to respond to the message you just sent right so if you go in here you just go into um tools and there's the sleep you can go up to a maximum of 300 seconds this the delay is in seconds 300 would be five minutes and but we're going to just say for this purpose say 30 seconds um and we're going to click okay now if you say five minutes you can add another one so give a person 10 minutes 15 minutes to respond it's up to you um what you want to do but you can add multiple of these so we can add this tools again here and again we're just going to say 30 seconds and then we can click okay and I'm just going to right click and clone it and attach it there um delete this for for a second and now I'm going to use this magic auto line right there there we go now we've got our three different routes we're letting this sleep and rest waiting for another response now I'm just going to go down this um test arm but they're all going to be kind of the same so it's going to follow the same flow as it were so we've now sent them a message we're waiting for a response so now what we do is we can search text messages right so we're waiting for a response we're looking for that text message to come in um but of course I think I'm going to have to run this through yet again just to make sure that we've got all of the data to be able to map for now we're just going to put in what phone number the same phone number that we've been using you can map that one as well if you've got multiple numbers now the participant we can go [Music] um so we're not going to have anything there see like I said so what we'll do is I'm going to unlink this and give me a second there I'm just going to run this but I have to send in another message that this is you know of course I'm using this phone to record so I click test you can see that it's come up on my phone and we're giving that 30 seconds I'm just going to do this again case and it's come up again so just to make sure that we've got something coming through making sure it works see we did get that message back great now that it's sleep I'm going to there there we go so now we're just I've come back so now we can link this up and the participant we can now go back to that other message so we've got the um two and the from is us but the two we do this it's this number so this time it's the two whoever we sent the message to that's what what we're going to put in and then the create after this is really important we can just put in this created at time because we don't want to have something that was created you know like if we were dealing with them yesterday something like that we want to make sure that it's that exact message and put the limit to one so we're going to click okay there we go so now we can search we're searching text messages from me basically but and then what we can do is we're going to go back into another open phone and we're going to get the text message because what we want to see here this message ID is going to come back from there from the search text messages so we can just click okay so now we're going to get that text message and now that we've got it we can put in move this around we can put in another router like this right so again if you think about some of the possible dialogues back and forth that you might have with a customer whatever makes sense you know so here this is just a test but if we said like um hours it could be oh could I book an appointment then or something like that right so we start off with with we're watching the messages we're going to send this message based on like's say hours we're going to sleep sleep a couple of times if we want and then we're going to search for messages see what their responses and we're going to respond to that right um you know if it's a booking whatever that's kind of that's kind of it so what are your hours we Monday 595 can I book for this time sure and and then that's it right like we're going to just kind of kill the message after that um because we don't this could go on and on and on but just kind of think about what that customer Journey might be and again you can use tools like chpt to figure that out so now that we've got this text message we want to put in again some more filters but the thing is we're not going to have any data to put the put into the filter so here we go what we're going to do is there now I'm going to put in another test here it is and we're just going to use the existing data right here to go through okay so now I'm back so now we can put in our filters right so we've got our text message here so it's another I just put in test just really for demonstration purposes so here we're going to say test is the label the condition is that this um message there's the text right there is equal to or you can just again use your uh contains case insensitive and I'm going to say test so you can see it there boom and then this one we're going to set up a filter and I'm just going to say the label anything else just for just for testing because it's not going to go down there so the condition again back to this previous module we've got the text and then equals to anything else so we know that that's not going to go down that term you know what I'm saying so here depending on what that is we can just kind of do like say a final message back like something that would close out the conver ation right so we can send a text message again just saying you know looking forward to seeing you soon whatever it is right so because this is just a test it's just thanks for your message I'm just going to put this in test complete and then of course again the phone number that you use you can map this if you've got multiple numbers the phone number we're sending it to it's going to be for this from we're sending it back to the person we received a message from if that makes it easier and we don't need to worry about the Inbal status and then the same thing we can just kind of do another open phone send a text message like look at all of this information okay so now with the magic of editing I could cut out some that but here's the fullon workflow so I'm going to have this uh available of course for download in the description below but you can really go through all of this um we're just going to click a quick we're just running through this once yes so there it is your fullon scenario I will have this downloaded or a link to this in the description below so that you can go ahead and play around with this with your open phone account and uh you know never miss a call again so there you have it you've got a way with open phone that you can actually within open phone respond to miss calls instantly just within the phone app itself this may be suitable for many use cases but if you have a certain type of an operation where you may need to go back and forth or you need to know what you're trying to help a person with for example if you're a plumber and somebody has an emergency you want to be able to address that right away then we've got a make.com scenario so that you can kind of have a bit of a back and forth with that potential customer and hopefully uh they're not turning to your competitor for a solution and of course you're not just limited to sending texts back and forth with potential or current customers you can add contacts to your CRM through make.com all sorts of wonderful things so if you're interested in exploring other things that uh the open phone module can do in make.com then leave a comment below and again if you did find this video helpful it would mean the world to me it helps my channel out a whole lot if you hit that subscribe button and don't forget the little bell icon so that you don't miss future videos thanks so much for watching and until next time happy automating