Use Case – Easier to automate personalized text messages from the overall portal. 

Process-

• Navigate to Accounts
•  Click on Account to view Account 360
• Click on the Communications tab and select Text.

• Click on the Arrow button to schedule text.
• Click on the Calendar icon to select the date and time to schedule the text.
• Select the date and time to schedule text and click on Schedule.

• In the Communications Tab, when a clock icon is visible, the text is scheduled
• Scheduled text can also be seen by clicking on the Chat Icon. Scheduled text icons disappear once the text is sent.

Note:

The option to send a scheduled text is also available under:

• Contact  
• Deal card
• Policy
• Tasklist
• Header
• Text Module 

 Contact and Contact 360 

• Navigate to Contacts. Click on contact to view Contact 360
• Click on the drop-down arrow beside the Send button

Header

• Navigate to the Header Section
• Click on the plus button
• Select Send Text

Deal card

Tasklist

Policies

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Text templates & folders

Within the InsuredMine Agency Portal’s Engagement Module users have the ability to send manual or automated bulk or single email and text messages.
For a better experience and ease of use, text templates are now specifically housed in their own folder so as not to be confused with email templates. To access Text Templates follow the steps below:

1. Click on Engagement on Left Navigation bar
2. Select Templates on Engagement page

3. Select Text folder from the next navigation

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• Fill in the details and click on Save

• You will get a notification saying:

• Once the contact is created it will be visible in the text section too.

• If you navigate to the contact section, you will find all the text messages related to this number in the Communications section. 

• If there are duplicate contacts for the same number, then all the text messages from the particular number will be mapped under the newly created contact. 

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Release Date: September 1, 2023

Description: Use the built-in Transform Text using AI service to create engaging text for emails, text messages, and campaigns.

Use Case: It is easy to draft captivating text using AI based on the tone required for text created in various modules. You can now transform the content by making it user-friendly.

To view the enhancement:

Navigation – 

Note – The  Transform Text using AI Icon implementation is in the Account, Contact, and Engagement module for Adding/Editing notes, sending text and emails, bulk text, SCD, and the email campaign sections

• Navigate to the Account module. Click on an account to go to Account 360.
• Next, click on the Communication section.  
• Click on Send Email.

• Write content that needs to be revised. Then, click on the Transform Text using AI Icon present.

• Five options will be displayed. Select the choice that best fits the situation, depending on the text\’s tone. 

• When the Expand button is clicked, the selected text is reframed as the following content. Similarly, Text will be regenerated based on the button clicked, i.e., Rephrase, Make more formal, and Make more friendly.
• Click on the option of your choice; it will generate or draft a text message for you.

 

• The Transform Text using AI icon is also present in the Notes section. Click on Add Note. Additionally, Transcribe icon is also present to translate text to speech. You can perform actions like expand, translate to English, etc. features for the generated text.

• When you click the transcribe icon, a message will appear.

 

• Once the text has been written, click on the icon. A message will appear on the screen.

 

• You can use the Transform Text using AI icon for reframing the text.

Note: Additionally, the Transform Text using the AI icon can help rephrase text in the notes and communication sections of Contact 360 in the Contact module, similar to the account module.

 

For the Engagement module, 

 

• The Transform Text using the AI icon appears when creating a Bulk Text campaign.

 

• The Transform Text using  AI icon also appears when creating a Single contact drip and Email campaigns section.

For the Pipeline module,

 

• The Transform Text using the AI icon appears when you email a deal card through the deal board.

 

• You can use the Transcribe icon and Transform Text using the AI icon to add notes for the deal card in the deal board.

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When you finish adding fields and click on the send button, you will get the option to send from email or SMS. 

Note: The send from SMS option will be only available if SMS/ Text messages are enabled from the Agent Credentials.

 

You can also send documents for Esign via SMS from Contacts if the phone number is added in contacts.

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