Internal Notes Communicate internally with other Captivated users directly within a text message thread using internal notes.
Conversation Actions 1.Taking a conversation from the queue 2. Transferring a conversation to another user/queue 3. Adding a team member/manager to a conversation 4. Leaving a conversation 5. Joining a conversation 6. Completing a conversation
Outbound Calling & Call Forwarding Away from your desk but need to call a customer from your landline? Use Captivated's outbound call functionality. Also, if Captivated provided you with a text line, set up call forwarding to ensure you receive all inbound phone calls.
Managing Contacts 1. Creating & Editing Contacts 2. Importing Contacts 3. Tagging Contacts & Tag Management 4. Deleting / Archiving Contacts 5. Masking your Contact Numbers
Blocking/Unblocking a Contact If you are receiving unwanted messages from a contact and/or spammer within Captivated, you can block them and disable incoming messages from routing to Captivated.
Opting out a Contact A contact can opt of text messages at any time by replying "stop". To opt back in, all they need to do is send another text.
Sending your Contact Card / QR Code Registration Share your contact card with each new client so they can easily access your contact information. Also, gather opt-ins using the QR Code registration.
Contact Exchange Request You can send your contact card, collect a recipient's contact info and simultaneously receive the contact's opt-in all using Captivated's Contact Exchange Request feature. Click here to learn more.
Conversation Filtering and Advanced Search Use the conversation filters to view the different types of conversations. Also, learn how to save advanced searches to find conversations easily. Click here to learn more.
Sending Voice Memos & File Attachments on the mobile app Send a voice memo via our mobile app so that your message doesn't get lost in your client's voicemail
The Dashboard General Dashboard If you are a manager or an administrator in Captivated, you can view a snapshot of your team’s...
Express Pay – Collect Payment via Bank (ACH) and Credit Card Your customers can now make payments via their bank (ACH) when you request payment via text. For larger payments, you can save money and avoid credit card processing fees. Click here to learn more and send our support team a message if you'd like access to this Beta feature!
SMS Failed Message Indicator Use our failed message indicator to find out the reasons for your failed messages.