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Recommendations

To get the most out of MonoChat, we recommend that every business configure the following settings. These settings will help ensure a smooth and efficient operation of your communication channels and enhance your customer interactions.

Responding To Messages​

Take a look at the Chat Screen section to learn how to use the messaging interface, reply to your incoming messages, and discover all the actions and shortcuts available. This section covers the fundamental features and functions of the chat screen, allowing you to navigate and utilize it efficiently. You will find various shortcuts and tools to quickly and effectively respond to incoming messages. Additionally, you will also learn about editing and tagging customer information, conducting searches, and managing chat history. The Chat Screen guide provides all the necessary information to enhance your messaging experience.

Create Channel​

Setting up a channel is essential for managing your communication streams effectively. Follow the steps to Create a Channel.

Create Profile Field​

Profile fields help you collect and manage customer information efficiently. Learn how to Create Profile Field.

Create Short Message​

Short messages are useful for quick customer interactions. Find out how to Create Short Message.

Create Termination Message​

Termination messages are important for closing conversations professionally. See how to Create Termination Message.

Invite Your Teammates​

MonoChat enables seamless collaboration within your team by allowing you to invite teammates and create workgroups. You can easily invite teammates to join the platform through a simple email invitation. New users can quickly set up their accounts and start collaborating. Additionally, you can assign roles and

permissions to teammates based on their responsibilities, ensuring that each team member has access to the tools and information they need. For more information and to learn how to invite your teammates, please proceed Users first.

Automations​

Automate your entire workflow with the powerful automation features offered by MonoChat. By utilizing AI-powered chatbots, you can significantly reduce the workload on your teammates, ensuring faster and more efficient responses to your customers. These chatbots can handle initial inquiries, gather essential information, and provide immediate support, allowing your team to focus on more complex tasks. In addition to chatbots, MonoChat allows you to automate your entire workflow using flows. With flows, you can design and implement automated processes that guide your sessions, ensuring that each interaction follows a predefined path. This helps maintain consistency in customer interactions and improves overall efficiency. You can also use flows to plan and schedule your marketing messages. Automate the delivery of promotional content, updates, and announcements to your customers at the optimal times, increasing engagement and driving better results. With MonoChat’s automation capabilities, you can streamline your operations, enhance customer satisfaction, and maximize the productivity of your team. For more information and to learn how to apply automations, please proceed Automations.

Save Your Customer Informations​

MonoChat stores all your conversation history with your customers. In addition, you can save all information about your customers using profile fields. These profile fields can be automatically filled with flows based on the information you receive from your customers, or they can be manually filled by users. Check out Profile Fields to customize profile fields for your business.

Payment Systems​

You can receive payments through all the channels you have using integrated payment systems. Whether you are communicating with your customers via WhatsApp Business API, Facebook, Instagram, Telegram or Webchat, MonoChat allows you to seamlessly process transactions. By integrating with various payment gateways, you can offer your

customers multiple payment options, ensuring a smooth and convenient payment experience. This functionality helps streamline your sales process, reduce payment friction, and enhance customer satisfaction by making it easier for them to complete their purchases. Check out Payment Systems to see all payment systems integrations and learn more.

Deposit to Balance​

Ensure you have sufficient balance for uninterrupted service. Learn how to Deposit to Balance.

By following these recommendations, you can optimize your use of MonoChat and provide a better experience for your customers.