Docs

Outreach and campaigns

Bring in leads from your lead sources, send Bulk SMS campaigns and reuse message templates.

  1. 1 Outreach sources and configurations Set up outreach configurations that decide where new leads land and which agent talks to them, and keep the list of lead sources tidy.
  2. 2 Templates Save messages your team sends again and again, fill them with each contact's details using @ fields, and insert them in a conversation with a slash.