Skip to content
TTerryAI SDR
Get started
Chat

How chat works

Chat is where Terry answers people who message your business on Instagram, WhatsApp or Telegram, and where texts live. Conversations look like the apps themselves: message bubbles, newest at the bottom, with Terry's draft ready to send.

Chat. The list on the left, the conversation in the middle with Terry's draft, the person on the right.

What happens when someone messages you

  1. The message appears in Chat and in the Inbox (under Filter, Channel, Chat apps). Someone Terry has not met yet becomes a new contact. If your workspace has message requests switched on, a new person may wait as a request first. More
  2. Terry drafts an answer in the conversation, shown as Terry's draft.
  3. Press Edit to change it, then Send this, or Discard it. If your workspace has the Auto-reply switch, an admin can turn it on at the top of the Chat list and Terry answers people who wrote to you by itself, through every send check.

Filters

Across the top of the list: All, Unanswered, Requests (when message requests are on), Texted and More. More holds Called, May be texted, Needs consent, and one filter for each chat app switched on in your workspace.

In a conversation

  • Under one of their messages: Reply and React. Under your own WhatsApp message: Edit and Unsend.
  • The box at the bottom sends a text or a chat app message. Attach sends a photo, video or PDF, and Voice note records one.
  • The header has Call (with calling on), Video (with Instant video on) and the More menu, which holds Emails with the person, Mute for me and Delete conversation, plus the WhatsApp actions on a WhatsApp chat.
  • The person panel on the right has Terry answers: untick it to stop Terry answering this person and keep the conversation for yourself.

Texts that must go from your own phone are on Tasks, under Texts from your phone.

In Classic

  • The filters are all chips across the top: All, Unanswered, Texted, Called, May be texted, Needs consent, and one per chat app.
  • The Auto-reply switch is in the Chat header.
  • Chat replies are in the Inbox Chat apps lane.
  • See an example conversation opens a made up conversation to try. Nothing in it is sent. The new dashboard shows no made up people.

To switch dashboards, see The new dashboard.