Back to home, by clicking on the appropriate icon, in the left menu, there is a ‘fast actions’ item.

​Intuitively clicking on this item opens the possibility to carry out communication actions quickly.

Four TABs will appear. Each of these four tabs allows you to take quick actions to communicate with customers while on the phone or in a video meeting, for example.

Invite a new customer to register

In this space, the professional can invite the client to register in his space. It is sufficient to enter the name and email address. Once this is done, the message will auto-complete with the recipient’s name. The check next to the item ‘can call an operator directly’ can be completed or not depending on whether you choose to give the customer the opportunity to contact an operator without waiting for the latter to start a conversation.

Send a message

If you want to invite the customer to enter the platform. By entering the first letters of the customer’s name, the ‘name’ and ’email’ fields will automatically fill in. Once the message has been sent, the customer will receive an email with the link to log in and enter the platform.

Create an appointment

To better organize your agenda in real-time while talking to your customers

Link for new customer

From this space, you can send your link to the customer.

The link can be easily copied and pasted into an SMS message, an email or if you prefer another messaging system such as WhatsApp.

Once the customer has clicked on the link he will join your customers on the platform.

The link that you send will be the same as the one that was generated when you entered the information in the account configuration

By clicking on the second line, you will see the possibility to participate in the event as a customer already registered in the Ovysion space.

The list of events and users (the sub-item in the menu) summarizes in a page the activities in progress or held with some details such as the name of the event, the date, the name of the customer etc. The pencil symbol at the end of each line allows you to modify the corresponding event.

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