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Using the Smart Message feature to craft the perfect message
Using the Smart Message feature to craft the perfect message

This article will guide you through the steps of using the Smart Message feature

Kevin avatar
Written by Kevin
Updated over 3 months ago

We’re excited to unveil our latest feature, which is designed to make your messaging experience smoother and more efficient: the Smart Message feature!

This will help you streamline your conversations, helping you stay organized and communicate with ease.

Here’s everything you need to know to make the most of this new feature.


How to Use Smart Message

1. Open a task from the Daily, Prospecting, or Customer Care Section

2. Click the Smart Message Button


3. That's it! A customized message based on the task type and contact will be populated and ready to be shared.

If you do not like the message that has been generated, you can exit the Share With page by clicking the X button in the top right corner, and click the Smart Message button again to regenerate another unique message.


You can also edit the message to suit your preferences before sharing.


The product images shown are for illustration purposes only and may not be an exact representation of the product.

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