Set up your messaging channels: SMS and Facebook Messenger.
- Set up an SMS account (text messages)
To implement SMS functionality, you must configure an SMS account and provision a phone number to integrate with our SMS gateway.
- Set up a Facebook Messenger account
Connect your Facebook account to Bold360 so you can manage incoming Facebook Messenger conversations.
- Set up automatic distribution for messaging
Automatic distribution for messaging allows you to automatically and intelligently distribute assignment of new, incoming message threads to your agents.
- Manage incoming messaging items according to rules (Messaging Rules Engine)
The messaging rules engine compares the properties of incoming messages against criteria and performs the rule's action when there is a match.