Chat

Add a conversation on the Chat page

• Open the Chat page from the main menu.
• Click on the button located at the top right corner of the conversation screen.
• On the options that appear, choose Select Patient or Create Conversation.

Select Patient

• Select a person from your registered patients to start a conversation with.
• Choose the person you want to start a conversation with from the Select Patient field.
• Click the Add button to complete the process.

Create Conversation

• Click on the Create Conversation button.
• Choose the language of the patient you want to communicate with.
• Enter the correct WhatsApp number to contact.
• Write the name of the patient.
• Select the group to which the patient belongs, and then select the salesperson they will be in contact with.

How can I save a patient I have talked to in the system?

• Click on the  icon at the top right corner of your conversation screen.
• Enter the patient’s information on the screen that appears.
• After completing the process, click on the Save button.

How can I view which salesperson is in contact with the patient I have talked to?

• Click on the icon at the top right corner of your conversation screen.
• On the screen that appears, you can see which of your salespersons is in contact with the patient.

How can I add a speaker to the conversation?

• Click on the  icon at the top right corner of your conversation screen.
• Select the user you want to add to the conversation on the screen that appears.
• After completing the process, click on the Add button.

How can I transfer a conversation?

• Click on the  icon at the top right corner of your conversation screen.
• Select the user you want to transfer the conversation to on the screen that appears.
• After completing the process, click on the Add button.