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Initiating and replying conversations

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Via Peasy Sales Web #

Initiating conversation with Customer support on Web #

The customer initiates a conversation from the website front end – through the widget.

For example: Customer types in ‘saya nak test kempen’

Automated response set in channel greeting message will immediately be displayed on the screen as a reply. In addition, two more automated messages will be sent by ‘bot’ to collect customer’s information – email id – for further communication and record.

Conversations on Peasy Sales Web #

Go to the home screen of Peasy Sales Agent Dashboard

 


 

Click on Conversations. Then click on All. The conversation which the customer has initiated can be seen here.


The details of the conversation open up in the right-hand side panel.

 

You can reply to the customer’s conversation by typing in the Reply area. Shift+enter will enable you to start typing in a new line.

Click on the Send button to send your message to the customer.

Various options are there in the Reply area to enhance the messages.

Emoji Button This Button is to select and include Emoji in the message.Attachment Button This Button is to select and include attachments in the message.

Via Peasy Sales Application #

Initiating conversation with Customer support on App #

  1. Login to Peasy Sales Application.
  2. Go to “Profile”.
  3. Scroll the screen until you see “Chat with Us”.

Conversation on App #

  1. Login to Peasy Sales Application.
  2. Go to “Chat”.
  3. Click the filter icon on the top right corner of the screen.
  4. Ensure you have selected “All” for both “Choose Inbox” and “COnversation Status” sections.
  5. Click “Submit”

Replying conversation on App #

  1. Login to Peasy Sales Application.
  2. Go to “Chat”.
  3. Click on your chosen conversation from the conversation list screen.
  4. Click on the “Type message” box, and type in your message.
  5. OR you can quick response to customer using your template. On your keyboard, input foward slash “/” to choose your template message to your customer.
  6. Click on the chosen template message.
  7. Click the send icon on the bottom right of the screen.

You can also attach documents, pictures, as well as voice note to your customers. You can also create a private conversation between your team. Click here to learn more.

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Updated on May 9, 2025