How to Create a New Dialogue

More results...

Generic selectors
Exact matches only
Search in title
Search in content
Post Type Selectors
Articles

While many Customers will access Let’s Talk! on your website, there are many other conversations that happen in real life that also demand timely follow-up and attention: phone calls, personal observations, letters, personal visits, and more.

Users can easily add these conversations to Let’s Talk! from within the system to allow for streamlined follow-up, collaboration, and reporting.

Creating a Dialogue

All Users have access to this functionality within their Let’s Talk! accounts. For a Recorder, this is the primary function.

To create a new Dialogue, click the green pencil icon in the top right-hand corner of your screen.

The Create a Dialogue form that opens includes most of the same fields as the Customer-facing version, with a few variations.

 

  • Upon selecting a Topic, you may further identify which User on that team is best suited to help the Customer.
  • Even before sending, add Tags to the Dialogue to offer your colleague as much information as possible to help with reports.
  • Options at the bottom of the form allow the User to:
    • Add an internal comment, if there is information that should be shared with colleagues only.
    • Add the User recording the message to the Dialogue. This option is pre-selected by default, and allows the User to track the progress of the Dialogue as needed.
    • Send the Customer a thank-you email. This option is only possible if an email address has been provided.
    • When submitting the Dialogue, you may update the status to:
      • Submit as Unopened
      • Submit as in Progress
      • Submit as Pending Details
      • Submit as Closed

recorder

Was this article helpful?

Related Post

Resource Management: Streamlining Your Content

Welcome to the Let's Talk Resource Center, where efficiency meets organization! In this article, we'll explore what the Resource Center is and how you can effectively utilize it to manage various types of resources to enhance the interactions with your

Read More ➜

How To Set Up Translations

If multiple languages are used in your community and in your normal district communications, you will want your Let’s Talk account to reflect this diversity. Make it easy for everyone in your community to ask questions and share feedback with

Read More ➜