Continue customer conversations across PC and phone
Read before replying
Open the same customer and compare their number. Review the last sent message and newest reply before writing another response.
Leave the next action
Record what still needs checking and who will respond. A read message is not necessarily a resolved inquiry, and a delayed sync does not mean the earlier send failed.
Check shared use
Verify the actual employee accounts, permissions and connected sending device. Logging one account into several phones does not establish simultaneous multi-phone sending. After switching devices, confirm which phone is signed in and sending.
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Related guide
View customer history
Messages, calls and notes on one screen
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