If you’re new to Textline, here’s an overview of some of our frequently used terms to get you up to speed on the basics:
Colleagues or co-workers that you add as team members to your Textline account. Anyone that you add as an Agent can claim Conversations or have a Conversation transferred to them so that they can interact with the customer and resolve the inquiry.
The communication between you and your contact. Initiated by the first-ever message with a contact or by the first message after the last conversation resolution and ends with an agent resolving the communication.
All messages exchanged between you and your contact. This is often made up of multiple Conversations.
The list of conversations between you and your contacts. You can filter this list to see everyone’s Conversation History, only unresolved Conversations, or only your Conversations.
Different phone numbers or communication channels within your organization. Depending on which pricing plan you’ve signed up for, you can start with between 1 and 5 Departments, but you can always purchase additional Departments to suit your company’s needs.
Eg: a pizza chain may have 3 different Departments - one for each location.
The field in which you type and send your messages to contacts or your Whispers to your teammates.
An alert that your organization has received a new text message or that an Agent has transferred a Conversation to you. We currently support Notifications for mobile, desktop, and email.
A pre-written template that can be inserted into the Message Box with the click of a button. Shortcuts save your team time on those frequently asked questions - instead of typing the same answer time and time again, insert a Shortcut! You can send it as-is, or edit it to personalize the message.
A special department on the pro plan that allows for more than one phone number to be grouped together and function as if it was one department. More info can be found here.
An internal note between you and your teammates. Whispers happen within existing Conversations and appear in the thread under the name of the Agent who wrote them. Anyone in your organization can see Whispers on any Conversation.