Create Activities, Tasks or Reminders for a Contact in Jwero Chats

Create Activities, Tasks or Reminders for a Contact in Jwero Chats

Create Activities, Tasks or Reminders for a Contact in Jwero Chats.

When we are communicating with any Contact in Chats, there's always a chance that we might have to follow up with them or Send them certain details after a while. 
However, tracking these events manually is tricky as chances are we may forget it and lose the opportunity.

With Jwero Chats, jewellers can easily track any customer activities for future dates easily in chat.

Contact: A person with whom we are having a conversation who is not converted as a Customer or Lead is referred to as a Contact.
Activities: Activities are any actions or activities that must be completed for a specific contact.
Tasks: If a Specific Action needs to be taken or Tasks need to be performed for a Contact, then its a task
Reminder: If you want to schedule a meeting or phone call with a contact, you can create a Reminder as an Activity. Create an Activity for a Contact:

Create an Activity for a Contact :

  1. While conversing with the contact or reviewing any chat, Create a Task Instantly 

  2. Open Any Customer Chat

  3. Click on Show User Activity Button

  4. Click on Add Activities

  5. Assign Tasks to Admin or your Team Member

  6. Select if it's a Task, Reminder or Call.

  7. Select the Activity from the Dropdown

  8. Write a Brief Description of the Activity

  9. Assign a Date/Time for the activity

  10. Set up a Reminder as to how early you would like to get reminded of the task

  11. Select a Status indicating if the activity is currently In-Progress or Completed, etc.

  12. Click Add Activity Buttton

  13. View The Created activity for a Specific User In the User Activities Button 

  14. Or In the Activities Tab


Create an Activity in Chat while Conversing:

  1. While Conversing with the Contact In-Chat

  2. Hover Over any message

  3. Click on Add Activity mini Icon

  4. Create the Activity 

  1. Assign Tasks to Admin or your Team Member

  2. Select if it's a Task, Reminder or Call.

  3. Select the Activity from the Dropdown

  4. Write a Brief Description of the Activity

  5. Assign a Date/Time for the activity

  6. Set up a Reminder as to how early you would like to get reminded of the task

  7. Select a Status indicating if the activity is currently In-Progress or Completed, etc.

  8. Click Add Activity Buttton

  9. View The Created activity for a Specific User In the User Activities Button 

  10. Or In the Activities Tab


Create an Activity Directly:

  1. Log in to Jwero Chats > Click on the Activities Tab

  2. Click on Add Activities

  1. Assign Tasks to Admin or your Team Member

  2. Select if it's a Task, Reminder or Call.

  3. Select the Activity from the Dropdown

  4. Write a Brief Description of the Activity

  5. Assign a Date/Time for the activity

  6. Set up a Reminder as to how early you would like to get reminded of the task

  7. Select a Status indicating if the activity is currently In-Progress or Completed, etc.

  8. Click Add Activity Buttton

  9. View The Created activity for a Specific User In the User Activities Button 

  10. Or In the Activities Tab