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Best Practice Recommendations for Client Chat (Powered by Twilio)

Updated over 3 months ago
  • Assign 1 person/team to monitor and create tasks as needed

    • This team should have excellent/professional text communication skills

    • Limit who has permission to text owners (only front desk team for example)

  • We recommend that this team keeps the Chat modal open at all times to monitor incoming notifications

Future Functionality (stay tuned!):

  • Port to existing numbers

  • Support image files

  • Management Tools/User notifications

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