⚙️ Step by step: Manual Creation
If you need to contact a prospect quickly, follow these simple instructions:
Go to the Conversations module in your left sidebar menu.
Click on the "New Conversation" button, which is located in the upper left part of your screen.
Complete the form with the customer's basic information and select the message template you want to send to initiate contact.
Select the agent to whom this management will be assigned.
Add extra information optionally to enrich the profile, such as custom information fields or categorization labels.
Once you have all the data complete and verified, click the "Send Template" button.
⚠️ Important Rules and Permissions
Before using this shortcut tool, you should be aware of the following system restrictions:
Authorized roles: Only users with Administrator and Supervisor roles have the necessary permissions to perform this direct creation and assignment.
Exclusive for new customers: This functionality applies only to new customers who are not previously registered in your Atom database. If the customer already exists, the system will ask you to contact them from their already created profile.
Streamline your first contact! 🚀
Creating conversations manually allows you to reach new prospects in a matter of seconds, accelerating your sales cycle and reducing administrative steps. ✅