Driansh Softtech

Documentation

Features

Labels, canned responses, contacts, notes, CSAT, macros and automations.

9 articles

  1. 1LabelsCreate labels in EngageOne to tag conversations and contacts, filter your inbox, trigger automations and see label reports.
  2. 2Canned responsesSave reply templates in EngageOne and insert them in any conversation by typing / and a short code. Personalise them with variables.
  3. 3Custom attributesStore extra details on contacts and conversations in EngageOne, such as plan, order ID or sign-up date, and use them in forms, filters and automations.
  4. 4Contacts and segmentsManage customer profiles in EngageOne: add, import, export, merge and block contacts, then filter them and save segments.
  5. 5Private notes and mentionsLeave internal notes in EngageOne conversations that customers never see, and @mention teammates or teams to bring them in.
  6. 6CSAT surveysAsk customers to rate their support in EngageOne after a conversation is resolved, including WhatsApp template surveys and label-based rules.
  7. 7MacrosSave a sequence of actions as a macro in EngageOne and run it on any conversation with one click, such as label, reply and resolve.
  8. 8AutomationsBuild EngageOne automation rules that react to events, check conditions and run actions such as assigning, labelling, replying or resolving.
  9. 9Conversation filters and foldersFind the right conversations in EngageOne with quick views, status and sort options, advanced filters and saved folders.

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