Email and SMS Communication

This guide explains how to use the email and SMS integration in Taino, allowing agents to send and receive messages directly from the platform. It covers how to access the messaging section, manage communications, and receive real-time notifications, ensuring all interactions are properly tracked in customer records.

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Jorge Vera
  • 1 year ago
  • Published

Introduction to Email and SMS Exchange

In Taino, agents can manage communication with customers via integrated email and SMS services. This feature allows agents to send and receive messages directly from the platform, centralizing all interactions within the system. This guide covers how to access and use the email and SMS inboxes, as well as how to handle incoming and outgoing communications.

Step 1: Accessing the Messaging Section

To start, go to the Customer Details page. At the top of the navigation bar, you’ll see the Messaging button. Click it to view two inboxes: one for email and one for SMS. From these inboxes, you can compose and send new messages to the customer or view incoming messages.

Messaging Section Navigation

Step 2: Sending and Receiving Emails and SMS

From the Messaging section, agents can compose new emails or SMS messages to customers. Replies from customers will appear in the appropriate inbox. Incoming messages trigger real-time notifications at the top of the page, ensuring agents are promptly alerted to new communications.

Email and SMS Inbox View

Email and SMS Inbox View

Step 3: Messaging from the Sales Board

Messaging is also available on the Sales Board. When managing a prospect, agents can compose and send emails or SMS messages. This feature supports communication throughout the sales process, keeping everything within the CRM for easy access and tracking.

Step 4: Notifications for Incoming Messages

When a customer replies, the system sends a real-time notification to agents associated with the customer. These notifications appear on the top navigation bar, ensuring that no incoming messages are missed.

Concluding Notes

The integrated Email and SMS feature in Taino allows agents to manage communications directly from within the platform. By keeping all messages centralized and providing real-time alerts, this tool helps ensure timely and organized customer interactions.

Watch the video below for a step-by-step tutorial:

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