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Send assignee phone

hi there this is Laura from tech line and I just want to give you a quick walkthrough on the mobile app for a text line so this is your conversation list you can view all of your conversations recent and older ones the most recent action will show up on the top and from down here it says new message you can click there and just type the name or number that you're looking for inventor send them a text or you can search here for again a name or phone number or even a tag and just find the contact that you're looking to message as you can see on the top it says Laura Musa that's the name of the customer who messaged us in it has their message and also it says how long it's been waiting for a response so that means that the message as seven minutes ago and they have not received a response from us yet so to respond to that text I will just click Add it to select it and then here I can view the entire message history so this customer says I need help so I can just click here and and type in a message or I could use one of our shortcuts so if I click at the quotation marks here I can just select one of the messages or the message templates so now I just I'll select just a a random one so let's say I also like it's a question about or they need help about about our plans so what I did again was a click that the quotation marks I selected this the shortcut that automatically populated here and then I'm going to send it the other thing I could do is I could send a whisper and that is an internal message so I could just do at Elena for example and Sint Elena you helped send Elin and internal message so only Elena and my team can view this message because the customer cannot see this message so I'm setting it to her and that's gone the customer cannot see it now this customer here is me actually and I'm using a demo account to show you this so I just sent a text from text line to my personal phone and I can show you what this looks like so I received the text this is the text that I just sent to myself so I started this message by saying hi need help and then this is the message I received back from the text line and I can text them back and say thank you for the help and send it and then I can go back to text line and as you can see the message is received in text line that was a text from the customer who in this case was me so this is pretty much what the experience looks like let's say in this case I want to transfer or claim this conversation claim is something I should have mentioned earlier so apologies for that I need to go and claim the conversation again this depends on your process but we suggest that you always claim the conversation right when you're looking at it and you're deciding that you are going to reply to that conversation so that your team knows that they don't need to start you know typing a response because you're on it so now my team knows that this conversation is assigned to me if we go back here you can also see that the conversation is claimed by Laura so this is something that me and my entire team can see and I will message back and say they said thank you for your help and I'll say you're very welcome all right so let's let's and you can see that I just received this text as well so now people see that you know someone's responding Lincoln so that I responded I can see you know whatever everyone else is doing I think that's why it's important to claim a conversation so that if if someone sees someone waiting so we I see that this one's waiting and I can go to this ticket and see that it's an assigned so what I can do is click up the three dots claim this and now I know that it's assigned to me and people can view that when they see something waiting the other thing you can do is I can transfer so I can transfer it let's say to someone from my team that changed the assignee to someone else and it also marks the action here so people can see that I'm not anymore working on it and I assigned it to someone else so whenever I assign it my teammate will receive a notification that will let her know that that ticket is waiting for the response it's assigned to you I can also resolve a conversation I created dispositions here's here just so I can track some data to know what my conversations have been about but I resolve it so I know that that's been resolved and the customer is no longer waiting I could also create reminders I could create a reminder and say follow-up or I could call it 30-day follow-up and just schedule this for a later time and then set a reminder and so that's a step or an option I need to take for the account and when I click here at the top right where there is a little bell I can view all of my tasks and reminders which are the same thing and I can also schedule a message so I can type a message here and just schedule it to go out in a specific time and date and I can also view the contact details and I can edit them from here so as you can see you're a pretty independent you don't need to be on a desktop you can be on your phone all the time I have a lot of customers who do that you can do everything from here the other thing I can do just by clicking at the three lines here on the top right is I can mark myself as available or unavailable as you can see I was unavailable whenever I'm unavailable I don't receive any notifications on my phone so what I do is when I go when I'm I am on tech fine I mark it as available when I'm not I mark it as unavailable so my team knows that I'm not available and also so that I don't receive any notifications and I'm not being bugged during the times that I don't want to I can also click on my profile and from here I can edit my profile and I can also as you can see down here just select how I want to get notified mobile notifications or email notifications you can select both I am selecting it now because that's my preferred preference and then other stuff I can do is I can go to announcements or organizational settings but again that that depends on your role in text line I just wanted to show you now just the basic features on how you can use text line from your mobile to communicate with your customers and your team so I hope this was helpful it pretty much looks the same with the desktop experience it's we tried to make it as simple as possible and also make sure that it's it's not confusing and you have the same experience between the app and the desktop