In the modern world, staying connected with your clients is extremely important. As most of them prefer communication through messengers today, we are pleased to introduce the beta version of the new Chats module. Along with Facebook integration, the Chats module provides easy and convenient communication with clients directly within RemOnline!
The beta version is straightforward: connecting your Facebook account and all associated business pages enables you to respond to client messages without leaving your RemOnline account.
Please note that, like most communication tools and integrations, chats are available for users starting from the Startup plan.
How to Set Up Chats in RemOnline
To start communicating with clients on RemOnline, you must first connect Facebook to your account. For this, go to the Settings > Employees > Roles page and enable the right 'Can create, see, and edit channels' under the Settings block.
Also, for employees who will communicate with clients, you need to enable access to the new Chats section in the main menu.
After this, a new Settings > Chats page will appear in your settings menu, where you need to follow these steps:
Click the + Channel button.
Specify Facebook in the Source field and click the Connect button.
Connect your Facebook account and choose the desired page.
Specify who can access chats from this page: all employees with access to the Chats page, selected employees, or only the channel owner (the one who added it to RemOnline).
If you have multiple pages under one Facebook account, add each as a separate channel. You will find a step-by-step guide on connecting Facebook pages here.
Where to Communicate with Clients from Facebook
After connecting your Facebook account and configuring roles, employees with the relevant access permissions will see the new Chats section in the main menu. Here, you can view incoming messages from clients and respond to them.
Currently, this section is straightforward: chats are divided into Open and Closed, each of your replies can contain up to 1000 characters, and closing and reopening chats can be done with a single click.
Please note that RemOnline will not display messages received before the channel connection.
Also, pay attention to the following technical limitations of the integration. If more than seven days have passed since your last chat with a client, you cannot initiate the conversation through RemOnline. In this case, you'll receive a notification and can follow a link directly to Facebook to message the client. Once the client responds, you can resume communication through RemOnline.
As you can see, this module has basic capabilities in this initial version. However, we plan to expand the list of integrations and chat features very soon.
Future Developments of the Chat Module in RemOnline
For more convenient and efficient communication with clients, expect the following features in RemOnline:
Indicator for unread messages, so you remember to respond to clients.
Chat filters for connected business pages – with future integration expansions, this filter will be essential.
Sending media files – you'll be able to send up to 5 images in one message.
Respond to comments and link chats to clients so you can track the history of conversations with each client in their profile.
Creating new leads and orders directly from chats – saving even more time in dealing with potential and existing clients.
Message template customization – another tool to speed up providing necessary responses to clients.
Integration with other communication channels, such as Instagram, WhatsApp, and Gmail.
Most importantly, we value your feedback on this update, as it helps us move in the right direction and make RemOnline even better. Please share your thoughts in the comments below or reach out to our Support Service through the chat. We look forward to hearing your feedback!