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Mobile app

How to reply to conversations in the mobile app

In the mobile app, open Conversations, tap the conversation, pick the channel (SMS, email, WhatsApp…) below the text box and send. To start a new conversation, tap New and choose the contact and channel.

Updated on

Before you start

  • You need the mobile app installed and to be signed in.
  • The channels you want to use (WhatsApp, SMS, email, Facebook, Instagram…) must be connected to the account. This is done in Elooo CRM on your computer, under Settings.
  • If your user can only see assigned data, the app only shows conversations assigned to you.
Where to find it

Mobile app › Conversations

Step by step

Reply to a conversation

  1. Open the app and tap Conversations (on the home screen or in the module list).
  2. Tap the conversation you want to reply to. Unread conversations are highlighted.
  3. Below the text box, check the selected channel (for example, WhatsApp or SMS). Tap the channel to switch if needed.
  4. Type your message. If you like, attach a file or image with the attachment icon.
  5. Tap Send. The message is saved in the conversation history, which you also see on your computer.

Start a new conversation

  1. In Conversations, tap New.
  2. Choose the channel (SMS, email, WhatsApp or another one your account has connected).
  3. Search for and pick the contact.
  4. Type your message and tap Send.

Tips

  • Use the search at the top of the app to quickly find a conversation by the customer's name or phone number.
  • Turn on push notifications so you know right away when a new message arrives.
  • On WhatsApp, if more than 24 hours have passed since the customer's last message, you can only send an approved template.

Common problems

  • The WhatsApp option (or another channel) doesn't appear → That channel isn't connected to the account. Ask your admin to connect it under Settings in Elooo CRM.
  • I can't see some conversations → Your user may be limited to assigned data. Ask your admin to assign the conversation to you or review your permissions.
  • The message won't send → Check your phone's internet connection and that the contact has a phone number or email for the channel you chose.
  • The conversation looks out of date → Pull the list down to refresh, or close and reopen the app.

Frequently asked questions

Do my replies in the app show up on my computer?

Yes. Conversations are the same in the app and in Elooo CRM on your computer.

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