The Customisable Contact Card is always ready on the right side of the chat. Update your customer’s information within the chat window. It’s as simple as copy and paste during your conversations.
That means you don’t need to go anywhere but click the customer’s conversation to see the history of the chat and what you need to do to close that deal.
Coax has a built-in Customisable Contact Card to help you keep track of the information you need, assign a teammate to any conversation, keep track of files and make notes.
Features
Record personal information
Set custom category to organise to suit your business
Shared media & files to access any time
Tasks can be set for team delegation
Notes allow team members to communicate easily
Customer first
Talk to your customers in real time. See all your customer enquiries at a glance and reply easily.
Connect socials and emails
Connect your business social accounts and switch between social media enquiries and your emails within the same chat window.
SMS and MMS plus automations
Send texts, pictures or videos. It all shows up in the same place. Set up automation or use templates to quickly respond to customers enquiries.
Build custom contact forms
Create custom Contact Us forms that get you all the info you need from customers. The forms will automatically show up under that customers name.
Custom chat widget
The chat widget allows your customers to fill a simple form and you’ll get their response right in Coax. Try it for yourself with the chat widget below!
Free 14 day trial or a personal demo to see it for yourself.
