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Custom Conversation Providers in the Stack Mobile App

The Conversations tab in the Stack mobile app allows you to communicate with your customers via custom channels integrated through the App Marketplace. This feature ensures you can engage with leads and customers on their preferred platforms, leading to quicker responses and more closed deals!

Setting Up Custom Conversation Providers​

To begin using custom conversation providers, ensure they are installed from the App Marketplace and active in your settings:

  1. Install from App Marketplace:
    Go to Settings > Conversation Providers to verify your custom provider is active.

  2. Understanding Providers:
    Custom conversation providers include additional SMS and Email services available in the App Marketplace. These differ from native providers like WhatsApp, which are inherently supported by Stack.

Finding and Using Custom Conversations​

Accessing Custom Providers​

In the mobile app, custom conversation providers are accessible within the Conversations tab. Here's how you can use them:

  • Start a New Conversation:
    Navigate to Conversations > New. You'll see a list of available channels, including any custom providers. Select one to initiate a new conversation.

  • Switch Channels in an Existing Conversation:
    Within an ongoing conversation, you can switch to a different channel by selecting a new conversation mode. This includes both native and custom providers.

Reviewing Installed Providers​

To review your installed custom conversation providers:

  • Go to Subaccount > Settings > Conversation Providers. Here, you can see all the providers you've set up and manage them as needed.

By leveraging these custom conversation providers, you can enhance your communication strategy and ensure you're always reachable on the platforms your customers prefer.