Reply to a Flow chat from Circle: read who sent what, answer, make a task

Click the Skode Circle pill at the bottom right, open the Flow tab and click a customer (1). The chat opens in its own window beside the list (2).

Above each message your side sent, a line says who sent it (1) — a teammate, AI, an automation and its step, an integration such as the API or Zapier, a Campaign, or the Phone app, Facebook app or Instagram app. A team note (2) is a note only your team sees. Cards — products, forms, bookings, orders, shared posts — show as cards.

Type in the box at the bottom (1) and press Enter. Your reply shows at once and gets its ticks when the channel confirms it. Type / to pick a quick reply (2); its details fill in before you send. The note switch (3) turns the box into a team note that only your team sees, and you can write one after the 24-hour window has closed. When the window has closed, the strip above the box says so and Send a template is the way to reach the customer.

Hover a message. Make a task (1) adds a task with its words, for you. Make a decision (2) asks for a decision on it; while it waits, the message offers Mark decided and it is listed in Actions. Make an enquiry (3) opens the new-enquiry form for this person, with the message as its description. Start a project (4) starts a project from it. Remove for me (5) hides it from your own view, with Undo; the customer still has it.