How do I reply to and action an enquiry?
Open the enquiry in Inquiries (previously called the Inbox) and reply straight from the conversation using the composer — type the reply yourself or ask Sophiie to draft it for you. From the same enquiry you can also act on Sophiie's suggested action (calls and voicemails), start a quote or invoice, and read email threads with their attachments.
Read the transcript
You can reply to a customer without leaving the enquiry. Go to Inquiries, and click the enquiry. Calls show Suggested actions, Sophiie’s read on what to do next. Approve one if it suits, or handle it your own way. The reply box shows the channel. For a call, she texts when you have a mobile number, and emails otherwise. Type your reply. Or have her write it for you. Click the Draft with Sophiie button. Tell her what you want to say, and press Enter. Read her draft and edit anything you like. Nothing goes out until you send it. When it’s right, click Send. Your sent replies show up in the Sent list. Need to price the job? The plus menu on the enquiry starts a quick quote or a quick invoice.