Configuration
Within Configuration, you are given the option to edit:
For more information about classifying Types, Outcomes or Areas of Law, see Customisation.
Settings
Within Settings, you can access the details of the Mailbox and Service Number. EnquiryDesk works by receiving emails and phone calls that are forwarded to the email and number that can be found within Settings. These numbers will be automatically generated when a new EnquiryDesk environment is activated.
You can also edit:
The Email enquiry automated response message
Ring time before voicemail is triggered (Minimum 5, maximum 120. Most callers will experience roughly 1 ring tone per second)
Voicemail Prompt or Pre-recorded Voicemail Prompt
Referrers
Communications from pre-assigned referrers will be handled and reported on differently from enquiries that are received direct from your clients. If a new enquiry is received from a pre-assigned referrer, Duplicate the enquiry and copy the relevant details (communications, enquiry details, generate a new contact record). See more on Referred Enquiries.
Templates
Templates can be used to make the process of responding to enquiries quicker. You can create templates for different channels:
WhatsApp
Email (Rich Text Editor allows for hyperlinks, lists, and a range of formatting)
SMS
Remember: Copying and pasting formatted text never works reliably. If you have an existing template that you want to use in EnquiryDesk, you will need to be wary of checking the formatting yourself when pasting in content. There are a couple things you can do about this:
Paste in plain text, from a plain text editor, not Word
Or paste in anything you like, reformat what you don’t like, or remove formatting using the “remove formatting” button (just highlight any text you like to hit the button to clear most formatting from it)
Forms
Forms can be used to collect information about the nature of the enquiry (Enquiry Form) or the individual seeking help (Contact Form). See more in Enquiries.
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