Conversations is a brand new feature that has been introduced into Traffio. This feature works as a very simple CRM where employees log conversations and correspondence that they have with clients. Employees with an office staff role and above have access to this feature.
Conversation Methods
Conversation methods work similarly to the categories section within other areas of Traffio. You're able to create any bespoke methods of conversation that your business may use to correspond with your clients. This section comes pre-filled with basic methods such as wrong number, e-mail, left a message and phone.
How to create a Conversation Method
Select Conversations on the side tab bar
Choose Conversation Methods
+ New
Fill in conversation method details including an icon and colour.
Click Create
The method is a mandatory field while logging any conversation. You're able to filter through conversation methods in the conversation log.
Conversations
This area creates a log of conversations that you have had with your clients. It allows for clearer communication within your team and gives you the ability to see what communications employees have had in regards to specific clients, projects or with client contacts.
How to create a Conversation
Navigate to Conversations on the left tab bar
Select + New on the top right of the screen
Fill in the participant's details. By selecting the booking depot, only clients linked to that depot will appear in the client drop-down.
Choose the conversation method or add a new method using the + button
Apply any tags that relate o this conversation or create new tags using the + button.
Give the conversation a summary and fill in further detail within the notes section beneath.
Create
Conversion Tags
Conversation tags work as assigning an outcome of the conversation that was had with the client. Basic outcome tags already exist within the system, but you have the ability to create new tags to better differentiate information.
How to create a conversation tag
Navigate to Admin
Select the Tags tab
+ New
Fill in the tag information and give your tag a colour and icon
In the tag applications section, toggle on 'Applies to Client Conversations'
Create
As of August 2022, Traffio's client conversations functionality is considered to be a preliminary release and will be looking to expand functionality in the future.