Support conversations right from your website with Nutshell Chat
Posted: Thu Jan 02, 2025 8:49 am
To enable specific Nutshell users as Chat agents, go to Settings > Users & teams and toggle on the Engagement license next to the team members who need access.
From there, you can customize your chat widget and intake form, set up visitor assignment rules and craft visitors’ experience flow when agents are offline. Then you’re ready to start engaging with visitors!
Want to start engaging with visitors and collecting leads directly from your website? Nutshell Chat makes it easy to track conversations, generate leads, and manage relationships with website visitors, all without leaving your CRM.
Learn more in our Chat support article, or head to your Engagement inbox in Nutshell to get started.With the launch of Nutshell SMS, your team can leverage text messaging to increase engagement with leads and customers throughout your sales process. SMS empowers your team to reach out to prospects and customers to start a conversation and move deals down the funnel.
Now with Inbound SMS, conversations can begin both ways. Instead bosnia and herzegovina phone numbers of your team having to be the first to reach out, contacts can text your business directly—and you can seamlessly manage every message in Nutshell to keep conversations organized.
What is Inbound SMS?
With Inbound SMS, anyone can text your business—whether they’re a prospect, customer, or someone entirely new. Inbound SMS opens your business to more opportunities to strengthen relationships and close more deals.
What can I do with Inbound SMS?
Inbound SMS unlocks a new set of settings under Engagement > Settings. The key configurations are:
Team member assignment
When someone new texts your business, who handles the message? With team member assignment rules, you can choose from:
Round-robin assignment: Distribute inbound texts evenly between your team
Assign to a specific user: Assign all inbound messages to a specific team member
Add messages to a queue: Choose not to assign incoming messages but add them to
From there, you can customize your chat widget and intake form, set up visitor assignment rules and craft visitors’ experience flow when agents are offline. Then you’re ready to start engaging with visitors!
Want to start engaging with visitors and collecting leads directly from your website? Nutshell Chat makes it easy to track conversations, generate leads, and manage relationships with website visitors, all without leaving your CRM.
Learn more in our Chat support article, or head to your Engagement inbox in Nutshell to get started.With the launch of Nutshell SMS, your team can leverage text messaging to increase engagement with leads and customers throughout your sales process. SMS empowers your team to reach out to prospects and customers to start a conversation and move deals down the funnel.
Now with Inbound SMS, conversations can begin both ways. Instead bosnia and herzegovina phone numbers of your team having to be the first to reach out, contacts can text your business directly—and you can seamlessly manage every message in Nutshell to keep conversations organized.
What is Inbound SMS?
With Inbound SMS, anyone can text your business—whether they’re a prospect, customer, or someone entirely new. Inbound SMS opens your business to more opportunities to strengthen relationships and close more deals.
What can I do with Inbound SMS?
Inbound SMS unlocks a new set of settings under Engagement > Settings. The key configurations are:
Team member assignment
When someone new texts your business, who handles the message? With team member assignment rules, you can choose from:
Round-robin assignment: Distribute inbound texts evenly between your team
Assign to a specific user: Assign all inbound messages to a specific team member
Add messages to a queue: Choose not to assign incoming messages but add them to