Documentation

Communications through email, SMS and Whatsapp

Documentation

Communications through email, SMS and Whatsapp

Keep your team members communicated through email, SMS and Whatsapp.

Mini Agent supports communication through email, SMS and WhatsApp to maintain all members associated with a task in the loop through their medium of choice.

Communicating task updates across email, SMS, and WhatsAppIllustration showing a task update in Mini Agent being sent through email, SMS, and WhatsApp so that all task members stay in the loop via their preferred channel.Keep every task member in the loopMini Agent uses email, SMS, and WhatsApp so everyone is reachable on their medium of choice.Task update: "Delivery schedule changed"Mini Agent sends updates to every member linked to the task,using their preferred communication channel automatically.Task · #2041 · Warehouse deliveryEmailFull details and attachments,ideal for longer updates.SMSShort, timely alerts formembers on the move.WhatsAppGroup-friendly, conversationalupdates with quick replies.Task members & preferencesEach member chooses email, SMS, or WhatsApp. Mini Agent routes the same task updatethrough their preferred channel so nobody misses important changes.Ana · Warehouse managerPrefers: EmailLuis · DriverPrefers: SMSJill · CoordinatorPrefers: WhatsApp

On the left-hand side of the profile page, any member can opt for a preferred way of being reached when tasks are assigned or related to them, either through email, SMS or Whatsapp.

There are two types of messages members can receive: notifications and direct messages (DMs). A notification happens when a task is assigned or re-assigned to a member, while a direct message (DM) happens when a member initiates contact directly with another member, either to follow-up on a particular task or reach out with a request. All message mediums — email, SMS, Whatsapp — are available for both message types. All SMS and Whatsapp messages incur a cost that must be paid by the member initiating the message.

Only email notifications are included in every plan free of charge

Because direct messages (DMs) can be personalized and 'blasted' to many users as a form of spam, they have individual costs to avoid any kind of abuse. SMS and Whatsapp messages — either direct message or notifications — also have individual costs, since their costs vary widely depending on the recepient's country, carrier costs and other components that are out of our control.

On the left-hand side of the profile page, you can buy credits for sending direct messages or upgrading notifications to be SMS or Whatsapp based.

It's in the "My Workspace" tab where you can send direct messages to workspace members. This space shows all members of a workspace, as well as the member's preferred medium of contact, including the ability to override a member's preferences and contact him using any medium (i.e. email, SMS or Whatsapp).

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