Initiate a New Chat

You can initiate a chat with a lead if you have added their contact in Triochat or you can add a contact and then send the customer a WhatsApp Template.

📋 Follow the below steps to start a chat with the saved contact.

Step 1: 📊 From the dashboard, go to Team Conversations.

Step 2: 💬 Click on New chat to choose the contact you want to start the conversation with. Once you select the contact, the chat window will open.

Step 3: 📝 To start a chat with this contact, select a pre-approved template that you would want to send to the contact, fill variables and click send.

📨 Responding to the lead's message

When a customer sends you a message, you can instantly respond and engage in a chat conversation at Team Conversations.