Notifications, Discussions, and SMS

This user guide page provides a comprehensive overview of managing notifications, discussions, and SMS in OctopusPro. Stay informed and communicate effectively with your team through these features.

Table of contents:

• Notifications
  • How do admin users and fieldworkers receive notifications
  • How do customers receive notifications?
  • Where can admin users view their notifications?
  • How can admin users customize their notification preferences?
  • Filtering notifications

• Discussions
  • How do admin users and fieldworkers receive discussion notifications?
  • Where can admin users view and access discussions?
  • How can admin users customize their discussion notification preferences?
  • Filtering discussion notifications

• SMS
  • How do admin users and fieldworkers receive SMS notifications?
  • How can admin users access and manage SMS notifications?
  • Can admin users reply to received SMS messages?
  • How can admin users view the entire SMS conversation between users?
  • Filtering SMS notifications

Notifications

How do admin users and fieldworkers receive notifications? 

Admin users and fieldworkers receive notifications through push notifications on their mobile devices when they are logged into the app.

The push notifications will appear on their phones, and when tapped, they will be directed to the app to view the details of the notification.

For fieldworkers using the web view, they can also access their notifications by clicking the “Notifications” button at the top right corner of the web view, which redirects to the “All Notifications” page displaying recent notifications.

How do customers receive notifications?

Customers receive notifications through the branded app (if the company has one) via push notifications or via email if they only use the web-based customer portal.

Where can admin users view their notifications?

Admin users can view their notifications by clicking the “Notifications” button at the top right corner of the web view, which redirects to the “All Notifications” page displaying recent notifications.

How can admin users customize their notification preferences?

Admin users can customize their notification preferences by navigating to Notifications > Settings. In the “Notification Settings” page, users can enable or disable specific notifications using the available toggles and save changes to update their preferences.

Filtering notifications

Admin users can filter their notifications by using the filters at the top of the “All Notifications” page. These filters help users quickly find and sort their recent notifications.

• Filter notifications by status (Active, Inactive, or All) using the drop-down menu.

• Filter notifications by fieldworkers to search for bookings, inquiries, emails, etc., related to specific individuals.

Discussions

How do admin users and fieldworkers receive discussion notifications? 

Admin users and fieldworkers receive discussion notifications through push notifications on their mobile devices when they are logged into the app.

The push notifications will appear on their phones, and when tapped, they will be directed to the app to view the details of the discussion.

Where can admin users view and access discussions?

Admin users can view and access discussions by clicking the “All Discussions” button at the top right corner of the web view, which redirects to the “All Discussions” page displaying recent discussions.

How can admin users customize their discussion notification preferences? 

You can control your actions that will be displayed in your notifications by navigating to All discussions > Settings, you’ll be directed to the “Discussion Settings” page. 

This page includes all the needed actions that you can be notified with while running your business as it helps you to be updated with your recent discussions. You can manage to receive notifications for quote, booking, inquiry, invoice and complaint discussions and whether to receive it by SMS, Email, or push notifications.

You can activate these toggles to control your received notifications and whether you want some actions to be notified with or not. This will be reflected in your received notifications after saving changes.

Filtering Discussion Notifications

Admin users can filter their discussion notifications by using the filters at the top of the “All Discussions” page. These filters help users quickly find and sort their recent discussion notifications.

• Filter discussions by status (Active, Inactive, or All) using the drop-down menu.
• Filter discussions by fieldworkers or success agents to search for bookings, inquiries, emails, etc., related to specific individuals.

SMS

How do admin users and fieldworkers receive SMS notifications?

Admin users and fieldworkers receive SMS notifications through push notifications on their mobile devices when they are logged into the app.

The push notifications will appear on their phones, and when tapped, they will be directed to the app to view the details of the SMS.

How does the admin access the SMS notifications?

Admin users can access and manage SMS notifications by clicking the “SMS” button at the top right corner of the web view, which redirects to the “All SMS Notifications” page displaying recent messages. To view a specific message, click on the desired message, and you will be redirected to the SMS inbox.

Can admin users reply to the received SMSs?

Yes, admin users can reply to received SMS messages. To reply to a message, select the desired message in the SMS inbox. A “Reply” and “View Conversation” button will appear.

Click the “Reply” button to open a pop-up window with a text box. Type your response in the text box and click the “Send” button to send your reply.

How can admins review the entire SMS conversation between users?

Admin users can view the entire SMS conversation between users by navigating to the “All SMS Notifications” page and selecting the desired message.

Click the “View Conversation” button that appears, and you will be redirected to the SMS inbox where the entire conversation will be displayed.

Filtering SMS Notifications

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