How to Create a Conversation Manually?
Save time creating new conversations, without having to add them from the Customers module.
Step by step:
In the Conversations Module, click on the "Create Conversation" button, located in the lower left part of the Conversations module.
Complete the form with the customer's information and select the message template you want to send them.
Select the agent to whom you will assign this conversation.
You can add extra information, such as information fields and tags.
Once you have all the necessary information, click on the "Send" button.
⚠️ Important:
Only users with the roles of Administrator and Supervisor can make such assignment and it only applies to new clients who are not registered in Atom.