(This Page is a Work in Progress)
TextChat is an easy to use tool for Dealerships Sales or Service Departments.
Let’s take a look at the two: Sales TextChat and Service TextChat.
Depending on your dealership business structure, Sales TextChat can be used in various ways. Some dealers Have a BDC which passes off leads to floor sales people to close. Some dealers have a BDC which works internet leads from cradle to grave. And some dealerships have the sales people as if they were their own small business; and leads are distributed to each sales person to work thereby eliminating the cost of a BDC.
Sales TextChat can accomodate any one of these business plans.
To understand how we accomplish, we need to see the various user interfaces and features of the system.
- Login as Agent to monitor the activities of each agent. Agents could be your BDC staff or Sales people.
- Manage Keywords
- Manage System Settings and SMS Presets
- Contact our support
- Watch Training videos to learn how the system works.
- Chat Dashboard
- Chat History
- Agent Management
- Chat Management
- Customer Management
- Chat Widgets
- Back to Admin
In the Chat Dashboard tab you can see all the active chats that you can participate in with a simple click.
In the center left you will see a blue oblong marker. These are Text Chats going on - notice the phone number.
- If this were green, it would be a live web chat on your website.
- If it were red with a blue outline, then it would mean that a visitor was the last to respond to a text chat.
- If it were red with a green outline, then it would mean that a visitor was the last to respond to a live web chat.
Moving to the right, the columns are self explaining. Under the column entitled Transfer Chat, you can transfer the chat to various people as circumstances make it necessary - perhaps the internet manager, other internet sales people, or perhaps to floor sales people.
And in the last column, you can send the lead to your CRM
Down below and left you see a green box. This is where you can initiate a TextChat with someone by adding their mobile number and name (optional).
Here is all the history of all the dealers chats put together - both dealer and agents. Most of the columns are self explainatory. The far right column, Action, is where you can edit the lead information, send it as a hot lead to a sales person, send it to the CRM, or delete it.
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