All Categories ​ > ​ ​Primary Features ​ > ​ ​Conversations - App Chat and 2-Way Texting ​ > ​     The Conversations Dashboard

The Conversations Dashboard

Updated by Karyn Ekola, CVPM

Take a tour of the Conversations dashboard

  1. Active Conversations — This is where all open conversations are listed. If chat urgency settings are enabled, the conversations will sort by urgency first, then by the date/time with most recent on top.
  2. History — This is where archived conversations are listed. Conversations can be reopened, and a transcript of an archived conversation can be downloaded and attached to the patient medical record.
  3. Page Filters — Sort conversations by who initiated the conversation, by unread, or by urgency rating.
  4. Search Bar — Sort conversations by client name if you cannot seem to find the case you were working on.
  5. Past-Due Emojis — If there are any past-due reminders for the patient selected in the conversation, emojis will display. Use this to encourage clients to book their pet's wellness appointment.
  6. Delivery Method — Conversations can occur via the mobile app or via 2-way texting. The method will be displayed here.
  7. Conversations by Department Feature— This is a way to organize your volume of conversations by Department or Provider. You can even decide if they are visible to your app users, or utilize this as an internal communication tool. Once enabled under your Settings, read more about Conversations with Departments/Providers Enabled.
  8. Message Delivery Status — For messages (App Chat or Text) sent from the dashboard, the following delivery indicators can appear:
    1. One gray checkmark -
      1. If sent to app user: The message was sent to the app user and is unread
      2. If sent via text: The message was sent but not yet delivered
    2. Two gray checkmarks -
      1. If sent to app user: Indicates confirmation of receipt when the user opens the app
        1. Two blue checkmarks - The client has opened the chat message in the app. *Doesn't apply to text messages
      2. If sent via text: The message has been delivered
    3. No checkmarks, but a black information indicator - Indicates a deliverability issue with a text message. Hover over the indicator to learn more.
  9. Photo/Video — Upload a photo or video to send to the client.
  10. Attachment/PDF — Upload a PDF file to send to the client.
  11. Virtual Payment — Send a secure payment link to your client which allows for contactless payment through the mobile app. Available for app chat messages only.
  12. End Conversation — End an open conversation when finished, email the transcript, and move it to the History tab. Ended conversations can be reopened from the History tab by clicking Restart conversation. To receive an email at the end of the day with a reminder to end open conversations, go to Settings > Conversations > Enable reminder for unresolved conversations.
    1. ⭐️Coming Soon - Enhancement to our Conversations: Write-Back for a limited number of practice management softwares. To see if this is available for your practice management software please reach out to your coach!
  13. Actions Menu — Additional options based on your Settings under the Conversations feature
    1. Ability to mark the conversation as "Unread"
    2. Change the Staff Member's name if you are transferring to another team member. These transfers are not visible to your app user.
    3. Transfer to another Department or Provider if Conversations by Department is enabled under your Settings.

How did we do?

Powered by HelpDocs (opens in a new tab)