Setting Up Conversations in Home Source Systems
Access Conversations Settings 0:11
Navigate to the menu.
Select 'Conversations'.
Go to the 'Settings' section.
2. Add Texting Phone Number 0:22
Click the 'Add Setting' button.
Choose the location for the phone number.
Enter the phone number for that location.
Optionally, set up auto-replies (e.g., 'Thanks for contacting us.').
Assign a default team member for texting.
Click 'Save' to store the information.
3. Understand Texting Account Requirements 1:40
Ensure you have a texting account with Home Source.
A phone number will be assigned upon signing up for conversations.
Existing one-way texting accounts can be converted.
4. Set Up Pre-Produced Messages 2:13
Navigate to the 'Can Messages' tab.
Create pre-produced messages for customer responses (e.g., 'Thank you', 'Unavailable').
Assign messages to individuals or teams.
5. Web Widgets for Future Use 2:46
Note that the 'Web Widgets' tab is for future texting capabilities on your website.
Currently under development.
6. Save Changes in Settings 3:12
Always click 'Save' in the general settings area before leaving.
7. Update Individual Profile Settings 3:24
Click on 'My Profile'.
Find the new 'Conversations' area.
Adjust print size and default color settings.
Ensure 'Show Quick Action Pop Up' is checked for easy access.
8. Save Profile Changes 4:16
Click the blue 'Save' button to save any changes made in your profile.