Create Conversation with Jobber Contacts

Managing Client Communications

1. Select the Converse Desk option from the sidebar.
2. Click the Plus New Message button in the Converse Desk interface.

1. Fill out the form in the New Message modal that appears:

   • Enter the integration details.
   • Select Jobber from the integration drop-down.
   
   • Choose Client from the Message Object drop-down.
   
   • Type Shweta in the To field and select the appropriate contact.
   • Enter the phone number in the Phone Number field.
   • Select a sender ID from the drop-down menu.
   
   • Click on the Templates icon.
   
   • In the Template Selection modal, choose a template from the list.
   • Click the Send button.

1. A confirmation message appears indicating the message was sent successfully.

1. In the navigation bar, click on Conversation History.
2. Click on the message from Miss Shweta Gaikwad.

1. A conversation panel opens on the right side showing the message details.