Joining Conversations

Monica Updated by Monica

TABLE Conversations are designed to be secure both internally and externally. Only Agents within a Crew, or Agents invited to Conversation, can see them. Also to keep them secure, Agents must ‘join’ a Conversation in order to engage with your Customers. Here are the ways Agents and Customers can join a Conversation:

Invited by Another Agent

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When invited to a Conversation, Agents will receive an email notification with a button that links directly to the Conversation. If browser notifications are enabled, they will also be notified that way.

Crew Request

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If the Agent Needed status is initiated by an Experience or Request Service button, the Agents in that Crew will be able to join by selecting the Conversation and clicking the Join button. All participants of the Conversation will be able to see when they have joined.

The Request Service button can be used by an Agent or Contact to signal that an Agent from a specific Crew is needed to join the Conversation.

From the Conversation List

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Agents can manually join any Conversation visible to them in the Conversation List by clicking the Join button. All participants of the Conversation will be able to see when they have joined.

Through Appointment Bookings

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If an appointment is booked with an Agent, the Agent will automatically join the Conversation once the booking flow is completed by the customer.

Note: Agents can also be join Conversations on the mobile app by following the same steps.

Joining Conversations as a Customer 

With TABLE, we’ve made it easy for your customers to access Conversations without them having to install or download any software. Once you’ve created a Conversation, your customer will receive an email with a button linked right to the Conversation. All they need to do is click the button and they will be directed to a unique and secure url on yourcompany.table.co that hosts the Conversation.

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If customers were added via the Add People section, they will receive an email notification that they can click through to the Conversation. Customers can also receive a unique URL to join the Conversation. Please note that anyone with access to the link can join, which will make Conversations less secure.

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