With Birdeye’s mobile app, businesses can stay connected with existing and prospective customers. Easily reach out, promote your business, respond to customer inquiries, and manage interactions on the go—all from one convenient app.
 

Creating A New Message

In the ‘Inbox’ screen, tap on the ‘Pencil’ icon at the bottom right.

Enter the contact’s name, email, or mobile number in the ‘Name’ field. If the contact already exists in your account, it will appear in the suggestions list. To message a new contact, tap ‘Add contact’ and enter their details to add them to your account.

The image below shows how the contact details will auto-populate once you enter the contact’s name, email, or mobile number.

Type the desired message in the text box and click the ‘arrow icon’ to send the message.

Using Templates In Inbox

Birdeye allows businesses to use existing text templates to communicate faster and more efficiently. Once you tap the templates icon, all the existing templates available within your account are visible.

You can also look for specific existing templates by using the ‘Search template’ option.

Using Attachments In Inbox

To add an attachment to your text message, tap on the '+’ icon.

You can select the ‘Photos’ option to attach an image (PNG, JPEG, JPG, GIF) to your message, select the 'Document' option to attach a document such as a PDF, DOC, or XLS file, and select the 'Internal note' option to drop an internal note for your team members or yourself. 

The user can add an internal note summarizing the entire conversation with the customer so that the next agent saves time and doesn't ask repeated questions from the customer.

To capture a new image, click the camera icon. This will activate your phone’s camera.

If the attachment is successfully uploaded, you can view the thumbnail on the screen.

Using AI In Inbox

Click the ‘AI’ icon.

Select ‘Summarize’ to generate a summary of the conversation between the business representative and the contact. When the conversation is viewed later, the representative gets an accessible context of what happened.

To change the tone of the message, make the sentence formation ‘shorter or longer,' and fix spelling and grammar, type in a message in the text box and click ‘AI.’

Select the desired option.

For example, select ‘Change tone’ and choose the ‘Friendly’ tone option.

The message tone has been transformed into a friendly one. If you’re satisfied with the message, click the arrow icon to send the message.