Herald

New Shortcut

Label *
Message *
Placeholders
{{Person_Name}} {{First_Name}} {{Last_Name}} {{Company_Name}} {{Company_City}}
{{Phone}} {{Equipment_UID}} {{Equipment_Serial}} {{Equipment_Description}} {{Agent_Name}}

New User

Name *
Email (login id) *
Phone
Role
RingCentral extension
Password *
Active

New Contact

First name *
Last name *
Mobile number (the number we text) *
Company (optional)
Name
Address
Phone lines (office / mobile)
Equipment

New Conversation

Phone number *
Name (optional)

New channel

Channels are internal — staff only, never sent to customers.
Name
Description (optional)

Schedule message to

Sent automatically at the chosen time (via SMS)
Shown in the Scheduled tab until it fires. Cancel it there any time.

Transfer to

Add an internal whisper note (optional)
The whisper note is visible to staff only — not sent to the customer.
Conversation
Claimed
Transfer
Resolve
Set a Reminder
Schedule a Message
Contact Details
Cancel
Transfer to
Cancel