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.

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