A PEXA Conversation is a simple and secure way to communicate with other participants within a Workspace. You can start a conversation to guide other participants in the completion of your transaction or to ask for additional information or assistance.
PEXA Conversations functionality allows you to:
Create a new conversation
Create a new message in a conversation
Change a conversation priority
Invite other participants to join a conversation
Remove a conversation that has been initiated by your subscriber but has not been replied to
Creating a Conversation
Open your Workspace and select Conversations from the left navigation panel.
Select New Conversation.
In the To field select the Participant(s) you wish to add to the conversation. Note: You can only add participants who are assigned to the selected Workspace.
In the Subject field type the subject of the conversation e.g. Property visit.
In the Message field type your message.
Check the High importance box if the conversation is important.
Result: The new conversation appears in your Conversation List.
Responding to a Conversation from the dashboard
You can respond to a Conversation directly from the Unread Conversation dashboard.
Open your Workspace and click Unread Conversationsfrom the left navigation panel.
A list of unread messages displays.
SelectAction cog > Reply on the message you want to respond to.