WRMS ProDocs

Messages

One inbox for your SMS, WhatsApp and Telegram conversations with customers, plus messages scheduled to go out later.

Audience:Service Advisor

Messages brings your customer conversations together, whichever channel they arrived on.

Before you start

Set up at least one channel: SMS, WhatsApp or Telegram. Until you do, the inbox shows No messaging channel set up with a link to set one up.

The inbox

Open Messages from the sidebar. The tabs are:

TabShows
InboxAll conversations across every connected channel.
ScheduledMessages queued to go out later. See Reminders and scheduled messages.
SMS, WhatsApp, TelegramConversations on one channel.

Select a conversation to read it and reply. Each message shows whether it was Queued, Sent, Delivered, Read or Received. If a message fails, select Try again.

Start a new conversation

Select New message.
Search for the customer by name or number.
If you have more than one channel set up, choose which one to send on.
Type the message — or pick one of your Templates — and select Send. To send it later instead, choose Schedule instead.

For SMS, the composer shows the character count and how many SMS segments the message will use.

Messages from unknown numbers

If someone who is not a customer messages you, the conversation says the number belongs to no customer yet. Add them as a customer to reply.

Deleting

Delete conversation removes your copy of the conversation. The messages stay on the customer's phone.

Permissions

The Messages area is available to people who can view customers (Customers → View).

Still need help?

Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.

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