Converse Apps lets the user configure templates to run a text messaging flow. The user configures the templates depending on the objects that are associated with the Converse application. The user uses readymade templates to create Converse Apps for different types of campaigns such as Drip Campaign, Surveys, Double-Opt-In(s), Event Reminders, and other types.

Converse Apps are automation templates that can be configured once and used multiple times using Salesforce automation like Process Builder, Workflows, and Flows.

The Converse Apps dashboard displays the apps created that are based on the objects configured to the application.

Prerequisites

Before using Converse Apps, the following prerequisites need to be completed:

• SMS-Magic version is 1.50 or higher
• Configure the Objects to associate with the app

To Create a New App:

1. In the SMS-Magic Converse application, click on the Converse Apps tab.

2. Click Create New App.

3. Enter a name in the App Name field.

4. Enter a short description of the app in the App Description text box. This is optional.

5. Select an object from the Object list.

6. Click Create.

To Configure a Converse App:

1. In the SMS-Magic Converse application, click on the Converse Apps tab.

2. Click on the App to open the app details page.

3. Click Setup and select Template.

4. Configure the template and save it.

5. Click Setup and select either Automation or Bulk Campaign. You need to ensure that the app status is Active before you select Bulk Campaign.

6. Configure either the Automation action or the Bulk Campaign action.

On the Select Templates page, you can create new templates or select from the list of available templates. These templates are associated with the app. If needed, you can remove the template from the app.

To Create a New Template:

1. In the SMS-Magic Converse application, click on the Converse Apps tab.

2. Click on the App to open the app details page.

3. Click Setup and select Template.

4. On the Select Templates, page click Create New.

5.In the Basic Information section, enter the template name in the ‘Template Name’ field and select the primary object from the Primary Object drop-down list

6.Type the description in the description field

7.Select the template

Note: Now, from version 1.73, you can create Rich media message templates. Select the template category as ‘Rich Media’ and select the channels from the list of channels. Rich media message templates allow users to use the WhatsApp functionalities like clickable buttons and call to action buttons.

8.In Insert Merge Field, select the Object type and the Merge Field to personalize your template

9.Click Create once all details are filled

10.Once all the details are filled, you can see the preview of your template as shown in the image below:

To Create an Automation Message Flow:

1. In the SMS-Magic Converse application, click on the Converse Apps tab.

2. Click on the App to open the app details page.

3. Click Setup and select Automation.

4. On the Message Flow configuration page, select the Flow Type. The type can be:

• Automation
• Auto Reply
• Notification to User

5. Enter the name of the message flow in the Name field.

6. Enter a short description of the message flow in the Description field.

7. Select the phone type in the Phone Fields.

8. Select the sender ID in the Sender ID field.

9. Select the action trigger in the Message Flow Trigger field.

10. Select the template in the Template field. The text of the template is displayed.

11. In addition to these, if you select Auto Reply or Notification to User as the flow type options, you need to enter values for the Keyword field. The keyword will be defined by you and will be specific to your business needs.

12. Click Create.

To search for an App:

1. In the SMS-Magic Converse application click on the Converse Apps tab.

2. Whenever a user navigates to the Converse Apps, they can use the ‘Search bar’ option besides the ‘Create New App’ button to search for different Converse Apps or Actions using the converse app name.

3. The User can also Search for Converse Apps using the ‘Search Bar’ by entering the PA-Key as shown in the following image:

Once the user clicks on the converse app PA key, they will be redirected to that particular flow, as shown below:

Here, users can see information about each of the messaging flows. Users can also manually pull the information of each of the linked process builders, flows, and workflows. Click on the ‘Show linked process builders, flows, and workflows’ link. The details will be displayed on the right, as shown in the image above.

• Click on ‘Contacts’ under converse apps on the following page will appear:

• Click on ‘Automation‘ on contact the following page will appear:

Here, you can click on the ‘Delete’ icon to delete the blank automation flow from the converse apps