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  • 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 a Text Message

    Learn how to send an outbound text message from Captivated.
  • Internal Notes

    Communicate internally with other Captivated users directly within a text message thread using internal notes.
  • Templates

    Templates allow you to quickly send personalized messages to your contacts.
  • 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.
  • 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.
  • Scheduling a Text Message

    Schedule a message to send out at a future date and time.
  • The Dashboard

    General Dashboard If you are a manager or an administrator in Captivated, you can view a snapshot of your team’s...
  • Printing a Conversation Transcript

    Print or save a PDF of the entire conversation history.
  • 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.
  • 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
  • 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.
  • Announcements

    Send a message to a group of contacts using our announcement feature.
  • Managing Contacts

    1. Creating & Editing Contacts 2. Importing Contacts 3. Tagging Contacts & Tag Management 4. Deleting / Archiving Contacts 5. Masking your Contact Numbers
  • 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
  • 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!
  • 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.
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