Inbox
Emojis
Overview In Simpu, you have the ability to upload your preferred emojis, whether they are static or animated. These emojis can be easily shared directly in comments or emails, allowing you to personalize your communication and add a touch of ...
Simpu fundamentals
Overview Welcome to Simpu 101! This help guide is designed to provide you with all the necessary information and guidance to start with Simpu. Whether you're new to the platform or just looking to improve your knowledge, this guide will walk you ...
How to create and configure team inboxes
Overview An Organization team inbox is a designated area for classifying and organizing conversations. It can encompass multiple channels like email, Whatsapp, and more. Access to the team inbox and its shared conversations and associated tags and ...
Set up Simpu website Live-chat
Overview Simpu is a powerful platform that helps you to grow your business by chatting with visitors and customers on your website. You can drive communication from Simpu to receive chats, respond to customers, and loop in your team without leaving ...
Set up Simpu website Live-chat
Overview Simpu is a powerful platform that helps you to grow your business by chatting with visitors and customers on your website. You can drive communication from Simpu to receive chats, respond to customers, and loop in your team without leaving ...
Understanding activity logs
Overview In Simpu, when you look at a conversation, you can read its messages and internal comments and access the complete activity history of the conversation. The activity history lines enable you to conveniently review all the events in the ...
How to search in Simpu
Overview Simpu is designed to assist you in efficiently searching through your history. By typing in words directly into the search bar, you can search across all parameters for matching terms. Alternatively, you can utilize the search list of ...
How to remove a channel or delete a team inbox
Overview While managing team or individual inboxes, you may need to delete inboxes or remove channels. Deleting inboxes involves permanently erasing entire email accounts while removing channels refers to disabling specific communication channels ...
Conversations report
Overview The Conversation report offers valuable insights into the lifecycle of conversations within your inboxes. It enables you to track the statuses of conversations, monitor the number of handled conversations, and analyze the volume of messages ...
Tags report
Overview With the Tags report, you can monitor your team's conversation and track the total number of tagged discussions over a specific period. You can have an in-depth knowledge of different categories of conversation, the number or type of tags ...
Turning on business hours
STEPS TO TURNING ON BUSINESS HOURS To ensure accurate data capture in Analytics, it is important to establish business hours for your team. By defining your team's working hours, you enable Analytics to track when you are actively working and not ...
Manage teammates' report view
Overview Simpu's Analytics provides admin, team managers, department heads, and other company leaders with valuable insights into your team's performance and the overall impact of Simpu on your organization. It offers a comprehensive view of critical ...
How to delete your Simpu account
Overview If you no longer wish to use Simpu and want to delete your account, you can follow the steps below to permanently remove your account and associated data. Please note that deleting your Simpu account is an irreversible process and will ...
Using the bulk action feature
Overview Bulk action features are designed to streamline and expedite repetitive or time-consuming tasks by enabling users to apply actions to multiple items simultaneously, saving time and effort. How to use bulk action to Assign multiple ...
How to connect an Instagram account to Simpu
Overview Simpu’s Instagram channel lets you connect your Instagram Business Account to receive and send direct messages from Simpu. Instructions The account must be a business account. It must be linked to a Facebook account and turned on to allow ...
How to compose, send, and customize messages
Overview Creating a message in Simpu is incredibly straightforward! The convenient blue Compose button at the top of your inbox is a centralized hub for composing messages across various communication channels linked to Simpu, such as email, SMS, and ...
Understanding rules conditions and triggers
Overview Rule conditions are the building blocks of your automated workflow in Simpu. They consist of criteria that determine how incoming messages are processed. By defining rule conditions, you can instruct Simpu to perform certain actions on your ...
How to create & apply signature in Inbox
Overview Simpu allows you to create signatures for all inboxes for email channels. You can create signatures for your personal and team inbox, which helps to give your emails a more personalized effect. Signatures are consistent and can be easily ...
Moving channels between Inboxes
Overview When you move a channel to another inbox in Simpu, it's important to note that the conversation history linked to that channel will also be transferred. This applies to all conversations in the inbox associated with the channel. However, ...
Chatbot concepts
Overview Simpu's Custom Bots assist in asking the relevant questions, prioritizing them, and routing discussions for efficient assistance. Is accomplished by using question and response pairs along preset paths. Chatbot Home Interface Figure 1: ...
Understanding canned responses
Overview Canned responses in Simpu are convenient for storing and accessing pre-written responses for common inquiries. Using canned responses, you can efficiently reply to incoming messages, reduce the need for repetitive answers to frequently asked ...
Tagged conversations
Tagged Conversations Purpose When a conversation is tagged, it means that a label or tag has been applied to it to provide additional context or organization. Tags can be created and assigned manually by users. Definition A tagged conversation refers ...
How to give teammates access to an inbox
Overview Opting to convert a shared inbox into a public inbox grants automatic access to all existing and future teammates, tags, and message templates within that Workspace. Consequently: The shared inbox becomes visible to all individuals within ...
Moving channels between Inboxes
Overview When you move a channel to another inbox in Simpu, it's important to note that the conversation history linked to that channel will also be transferred. This applies to all conversations in the inbox associated with the channel. However, ...
Simpu's guide
Overview Welcome to Simpu! Whether you're considering signing up for a Simpu trial or already have, we're here to guide you through getting started. What is Simpu? Simpu is a collaborative tool, a shared inbox solution for teams. It is designed to ...
Customer satisfaction report
Overview The report on Customer Satisfaction highlights your effectiveness and efficiency in dealing with customers you've engaged with within the chosen timeframe, encompassing metrics such as message quantity and response durations. Report sections ...
Manage conversation report view
Overview Simpu Analytics provides admin, team managers, and other company leaders with valuable insights into your team's performance and the overall impact of Simpu on your organization. It offers a comprehensive view of critical metrics and data, ...
Understanding Simpu’s composer
Overview Simpu has a rich-text content composer with a collection of modifying alternatives to lay out your message precisely as you need it. This article will explain the specific functions of the composer. Email composer To compose a message, click ...
How to reply to, forward, and resend an email
Overview Whether you want to forward or reply to an email, we have several different options for how you can manage your correspondence. In addition to forwarding and replying, you may also have access to other features to manage your email ...
Manage tags report view
Overview Simpu's Analytics provides admin, team managers, and other company leaders with valuable insights into your team's performance and the overall impact of Simpu on your organization. It offers a comprehensive view of critical metrics and data, ...
Navigating analytics
Overview Simpu's Analytics offers a range of user-friendly and intuitive controls that maintain consistency across various reports. These controls empower you to effortlessly tailor each report to display the specific data you require. With the ...
How to pin inboxes to your sidebar
Overview With Simpu, you have the flexibility to personalize your sidebar for optimal efficiency. Customize the display of inboxes, tags, and team inboxes to suit your specific needs. Show the most relevant ones to you, enabling quick access and ...
Data export
Overview Data exports provide valuable insights into the significant trends surrounding your team's performance. In addition to accessing the report dashboard, you have the option to export data related to the events included in the report. This ...
Understanding your inbox layout on Simpu
Overview Understanding the layout of your inbox in Simpu is crucial for efficient management and navigation. Let's delve into the details of the inbox layout to help you grasp its various components and functionalities. Understanding the design of ...
Unresolved conversations
Unresolved Conversation Purpose These conversations may be ongoing, with back-and-forth exchanges between the customer and the support team, or they may be in a state of temporary pause or hold, awaiting further information or action. Definition An ...
Untagged conversations
Untagged Conversations Purpose To ensure efficient conversation management, tag conversations appropriately. This allows for better organization, tracking, and analysis of conversations based on their content, purpose, or other relevant factors. ...
Touched conversations
Touched Conversations Term name Touched conversation Purpose You can gauge collaboration and contribution by examining all conversations in which your teammates have provided assistance or contributed in various ways rather than solely focusing on ...
Response time (Avg)
Response Time (Avg) Purpose Measure the average customer response time, which indicates the duration customers have to wait before receiving a reply from your team. For instance, Ensuring that all customers are aware of the company's commitment to ...
Message received
Message received Purpose Monitor the number of incoming communications, which proves particularly valuable when there is significant variation in the message count per conversation. Example use case: Due to a surge in messages, the team is ...
Conversation tagged
Conversation Tagged Purpose Monitor the volume of conversations that have recorded any form of activity. An example use case for this metric is to identify and investigate any unusual fluctuations in conversation volume. Definition Conversation ...
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