Text Assign to an Account
With our latest enhancement in the Text Module, you can now assign an agent at the Account level for texting purposes. Previously, this feature was
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Texting
Details on the text messaging functionality.
Add Note Without Agent in Text Module
We’ve introduced a new enhancement in the Text Module that simplifies the process of adding notes. With this update, adding an agent is no longer
Need Option to Edit Scheduled Text
Feature Release Date: 28 December, 2024 Our latest enhancement lets you easily edit scheduled text messages, giving you more flexibility and control over your communication
Text Editor Change in Texting
With our latest enhancement, the Texting Module now offers two new options: ‘Reply’ and ‘Note.’ These features provide flexibility in responding to messages and adding
Summarize & Reply Using Open AI
With our integrated AI feature, you can now compose and respond to messages at your own pace. The AI helps draft your reply, allowing you
Incoming Text Mapping Logic in Insuredmine
The logic here demonstrates the prompt functionality of mapping incoming text messages with a contact. In InsuredMine, incoming texts are efficiently managed and mapped based
Texting 101
In this article, you will learn: 1. Overview A. Click on the Add icon from the top of the Dashboard screen B. Click on the
How to use Text Messaging Service?
In this article, you will learn: How to Setup Text Messaging? Will there be a single number per agency or per agent? If you limit
Send Schedule Text
Description – Agents can now schedule texts for preferred dates and times. Use Case – Easier to automate personalized text messages from the overall portal.Â
Text Message (Inbox)
In this article, you will learn: Text Messaging – Open/Close Chat How to close or open chat? How to filter the chat based on chat
First and Last Name initials to be represented for each name in Text messages
In the text message section, the initials of first name and last name will be represented. In case there is only one name. then the
Text Template
In this article, you will learn: How to set a Text Template? How to use the text template to send text messages? Now sending text
