Messages & templates

Use the inbox, reply to customers and customize message wording.

7 articles

• Customer Messages Page →Messages is where you chat with the service providers you work with. This guide explains how to start a conversation, send messages and read replies.
• Editing the Wording of a Customer Message →When ServiceVisit sends a customer an email, a text message or an in-app notice for your business, the words come from a communication template. The template editor lets you write your own subject and…
• Finding and Resetting Communication Templates →Communication templates hold the wording of the messages ServiceVisit sends on your behalf, such as the emails and text messages your customers receive. ServiceVisit supplies a system default for…
• Messages and the Provider Inbox Overview →Messages keeps your text and email conversations with customers in one place. This guide explains what the provider inbox holds, how it connects to the customer's own Messages page, where each part…
• Replying to Customers with Walter →Walter, ServiceVisit's AI assistant, can write a first draft of your reply to a customer message. Nothing is sent until you choose Send yourself. This guide shows how to ask for a draft, how to use…
• Setting Up Text Messaging and Opt-Outs →Text conversations work once you give ServiceVisit the phone number your messages are sent from. This guide covers that setup, what happens when a customer replies with a stop word, and why a text can…
• Using the Provider Inbox →The inbox is where you find a customer conversation, read it and reply. This guide shows how to filter the list, read a conversation, send a reply and use the customer panel beside the thread.