Quick Start
What is respond.io?
Setting Up an Account
Connecting Channels
Inviting Your Teammates
Getting Contacts to Message You
Automated Welcome and Away Messages
Responding to Messages
Glossary of Terms
Channels
WhatsApp Business Platform (API) Quick Start
Getting Ready for Inbound Conversations
Getting Ready for Promotional Messaging
WhatsApp Official Business Account (Green Tick)
Grow your WhatsApp Audience by Maximizing Entry Points
Get WhatsApp API Account for Government Agencies
Meta Business Verification
WhatsApp Message Templates
WhatsApp Pricing
WhatsApp Business Platform (API) Channel Configuration
WhatsApp Messaging Limits
Change Your WhatsApp Business Display Name
Migrating from WhatsApp Personal or WhatsApp Business App
Phone Number Migration to respond.io WhatsApp Business Platform (API)
Turn-off WhatsApp Number Two-Step Verification
WhatsApp Cloud API
360dialog WhatsApp
Twilio WhatsApp
MessageBird WhatsApp
Vonage WhatsApp
Phone Number Migration to WhatsApp Cloud API
Facebook Messenger
Facebook Messenger Overview
Facebook Messenger Quick Start
Facebook Chat Plugin
Facebook Private Replies
Facebook Message Tag
LINE
Viber
Telegram
Google Business Messages
Website Chat Widget
Website Chat Widget Overview
Website Chat Widget Quick Start
Install Website Chat Widget on WordPress
Install Website Chat Widget on Shopify
Install Website Chat Widget on Wix
Install Website Chat Widget on Joomla
Install Website Chat Widget on Squarespace
SMS
Custom Channel
Product
Dashboard & Reporting
Dashboard
Reports Overview
Reports: Conversations
Reports: Responses
Reports: Resolutions
Reports: Messages
Reports: Contacts
Reports: Assignments
Reports: Leaderboard
Reports: Users
Reports: Broadcasts
Messages
Messages Overview
Assignment and Closing a Conversation
Custom Inboxes
Interacting with Respond AI Prompts
Using AI Assist
Contacts
Contacts Overview
Contact Details
Merge Suggestions
Contact Activity
Contact Channels
Contact Import
Segments
Broadcasts Module
Workflows
Workflows Overview
Workflow Triggers
Workflow Steps Overview
Step: AI Agent
Step: Send a Message
Step: Ask a Question
Step: Assign To
Step: Branch
Step: Update Contact Tag
Step: Update Contact Field
Step: Open Conversation
Step: Close Conversation
Step: Add Comment
Step: Jump To
Step: Date & Time
Step: Wait
Step: Trigger Another Workflow
Step: HTTP Request
Step: Add Google Sheets Row
Dynamic Variables
Workspace Settings
Managing a Workspace
Workspace Settings: General
Workspace Settings: Users
Workspace Settings: Teams
Workspace Settings: Channels
Workspace Settings: Growth Widgets
Workspace Settings: Contact Fields
Workspace Settings: Integrations
Workspace Setting: Respond AI
Workspace Settings: Closing Notes
Workspace Settings: Snippets
Workspace Settings: Files
Workspace Settings: Data Export
Workspace Settings: Data Import
Organization Settings
Organization Overview
Organization Settings: General
Organization Settings: Users
Organization Settings: Workspaces
Organization Settings: WhatsApp Fees
Organization Settings: Billing & Usage
Organization Settings: Security
User Account
Mobile App
Installing respond.io Mobile App
Messaging From Your Mobile
Managing Notifications On Your Mobile
Configuring Mobile App Settings
Help Menu
Capture Conversations
How to Streamline Meeting Scheduling via CTC Ads
How to Automate Product Info Sharing in Conversations Initiated via CTC Ads
How to Track Conversation Source from Multiple Websites
How to Route Contacts from CTC Ads to Agents
Automate Conversations
How to Maximize Customer Service Potential with AI Agent
How to Automate Contact Information Collection with AI
How to Route Contacts to Preferred AI Agent
How to Automatically Qualify Contacts Based on Budget Using AI Agent
How to Route Contacts by their Preferred Language
How to Create Automated Chat Menus
Assignment Strategy: How to Automate Contact Distribution & Load Balancing
Assignment Strategy: How to Unassign Agents after Conversations Closed
How to Create Automated Welcome and Away Messages
How to Manage Spam
How to Collect Contacts’ Emails and Phone Numbers
How to Route New and Returning Contacts
How to Route Contacts by Team Functions
How to Route Contacts by Shifts
How to Get Contacts’ Consent for Personal Data Collection
How to Route VIP Contacts
How to Promptly Transfer Conversation Between Agents
How to Guide Customers from Exploration to Purchase with Engaging Menus
How to Optimize Customer Onboarding with Automated & Customized Welcome Messages
Converse with Customers
How to Get a Complete View of the Customers
How to Simplify Customer Escalation with Automation
How to Transfer Contacts to the Next Shift Automatically
How to Optimize Agents’ Productivity in the Messages Module
How to Align AI Conversations with Your Brand Voice
How to Draft Customer Replies with AI
How to Convert Image to Text Using AI
How to Automate Calculations Using AI
Support Use Cases
How to Identify Contacts by Email and Phone Number
How to Enrich Customer Data from a CRM or other Business Software
How to Route Customers to the Right Team Automatically
How to Auto-Assign Customers to a Team or Dedicated Agent
How to Send Outbound Support Messages
How to use Closing Conversations Feature
How to Supervise Your Support Agents
How to Analyze Reports for Support
How to Send CSAT to Customer and Save Data in Google Sheets or CRMs
Sales Use Cases
How to Collect Leads' Email and Phone Number
How to Enrich Contact Data and Qualify Leads
How to Route Leads
How to Auto-Assign Leads to Sales Agents
How to Send Outbound Sales Messages
How to Track Productivity by Closing Conversations
How to Supervise Sales Agents
How to Analyze Reports for Sales
Broadcasts Use Cases
How to Send a Simple Broadcast
How to Start a Workflow Based on Broadcast Response
How to Import to Broadcast via WhatsApp
How to Troubleshoot a Failed Broadcast
Integrations
Dialogflow
Dialogflow Overview
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
Dialogflow: Managing Intents
Dialogflow: Parameters
Dialogflow: Events
Dialogflow: Response Templates
Dialogflow: Custom Payloads
Dialogflow: Fulfillment Webhook Request
E-Commerce & CRM Integrations
E-Commerce Integration: Shopify
E-Commerce Integration: BigCommerce
E-Commerce Integration: WooCommerce
E-Commerce Integration: Magento
CRM Integration: HubSpot
CRM Integration: Salesforce
CRM Integration: Pipedrive
CRM Integration: ActiveCampaign
Zapier
Make
Developer API
Webhooks
Table of Contents
Contact Activity
Getting Here
In the vertical sidebar, click on the Activities tab.
Comments
Comments function as internal notes for you and your Team to refer to when necessary. For example, you may include some long notes regarding an issue or situation in a comment instead of a Custom Field.
Comments are tied to the Contact and visible across the Workspace. Anyone who views the contact details will be able to view the Comments too.
As a mentioned User, you can hit Reply on the comment to reply to the User who tagged you. This feature adds the User's name to the comment for ease of use.
Conversation Events
Any Conversation Events that are triggered with this Contact will be listed in Contact Activity too. Refer to Conversation Events to learn more about the Events triggered.
Conversation Events are grouped according to their dates and sorted from newest to oldest. This way, you can chronologically run through the Events that have happened to a Contact when necessary.
Viewing Source Advertisement
When a customer clicks an advertisement to chat (Click-to-Chat Ad), the contact conversation window includes:
- Contact Event: A notification that the chat has been opened by the customer along with information about the platform the customer used, e.g., Facebook. Clicking a link takes you to the advertisement to help you gain perspective.
- Ad Summary Card: Following the contact event notification, a contact card is also displayed. You can expand the card and either open the link to the advertisement or view a description of the advertisement (to avoid opening the link to view the advertisement).
Feeling stuck? Do not fear.
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Merge Suggestions
Contact Channels
Related Articles
Reports: Contacts
The Contacts reports tab consists of all the metrics and information related to Contacts.
Messages Overview
Learn how to navigate the Messages Module to manage conversations and inboxes.
User Activity Status
Learn how to set your User Activity Status on the platform.
