SMS-Magic Converse Salesforce App

The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.

Installation

App Navigation

Workspaces

Setup and Configurations

Multichannel Compliance

Buttons and Components on CRM Pages

Create and Use Messaging Templates

Sending Messages in SMS-Magic Converse

Conversation Management using Converse Desk

Conversation Notifications

Campaigns using Campaign Manager

Automations using Converse Apps

Dashboards and Analytics

Other Power Features ( URL Shortening & Email-to-text)

Multichannel Messaging - WhatsApp

Multichannel Messaging - Facebook

Conversive Button

Usecases in Salesforce

Automate Your Conversations

Save an Unknown Number as a New Lead

On the Converse Desk, click a conversation with an unknown phone number. The message reply pane appears. 3. Click on the reply panel header and click New Lead. The New Lead pop-up window appears.

The mobile number is pre-filled in the mobile field.

Updated on Feb 14, 2024