Feature Explanation
In the GX inbox, clients can leave notes within the conversation. This feature allows team members to be mentioned in these notes to keep them in the loop or to assist in the conversation. Here’s how it functions:
How to Mention a Team Member
Leave a Note:
In the GX inbox conversation, type your note in the designated note area.
Use the "@" symbol followed by the team member’s name to mention them in the note.
Example:
Email Notification
Notification Timing:
A few minutes after tagging the team member, an email notification will be sent to the mentioned team member’s email.
Email Content:
The email will contain the note and a link to the conversation, prompting the team member to check and respond if necessary.
Benefits
Improved Collaboration:
This feature enhances team collaboration by ensuring relevant team members are notified and can quickly join the conversation.
Timely Assistance:
It helps get timely assistance and responses, ensuring the conversation flow is not delayed.
👉 We’ve recorded a helpful video explaining how to use this feature. Be sure to check it out to get the most out of this new capability!
Conclusion
By utilizing the mentioned feature and email notifications in the GX inbox, you can streamline your communication and improve the efficiency of your team collaboration.
If you need assistance along the way, please feel free to message us within the app or send an email to help@growth-x.com.
Happy Growing!