HELP FILE

Email with customers

Everything you need to know about working with email in Bold360.

To work with an incoming email, select the email you want to work with on the left side of the workspace.

To create a new email, click the + (plus) icon

Email options

View customer information and history
When an email is minimized, click Show info. When an email is maximized, details are shown automatically.
Open in a new browser window


Reply, Reply All, Forward, Close Now
Standard email options.
Prepare a wrap-up
Click My Wrap-up to prepare notes about the session.
Note: This feature is only available for Bold360 Plus and Bold360 ai subscribers.
Transfer
Click Transfer to assign the email to another agent or department in your Bold360 organization.

Options when replying to a message

Send
Sends your message and leaves the email open.
Send & Close
Sends your message and closes the email.
Subject & Recipients
Select the recipients of your email.
Close
Closes the email.
Cancel
Cancels your response and takes you back to the original email message.

Show or hide canned messages for email

Canned messages are predefined strings of text that an agent can insert into a conversation. With canned messages, agents can send common responses without typing.

To toggle canned messages on/off while composing an email, click the icon that looks like a can along the right side of the page.


Insert a canned message

To insert a canned message into the body of an email, simply click it.

Search or filter canned messages

To make it easier to find the right message, you can either filter by folder or search by keyword.
Tip: When viewing Top folder, you can search all available canned messages.