1. Sending Messages: When you or one of your team members sends a text message to a customer through Kopperfield, the customer will see it coming from the dedicated number assigned to you by Kopperfield. This ensures consistency and professionalism in customer interactions.
2. Receiving Messages: If a customer responds to your text, their message will automatically appear in the relevant project thread within Kopperfield, so nothing gets lost. This seamless integration allows your team to stay organized without juggling multiple platforms or inboxes.
3. Handling Incoming Calls: What happens if a customer decides to call the number where they’ve been receiving texts? Easy. If a customer calls the Kopperfield-assigned number, the call will automatically be forwarded to the phone number you’ve designated — whether that’s your office line or a mobile phone. This forwarding feature ensures that all calls go to the right place without requiring you to change your existing workflow.
4. Making Outbound Calls: Need to call a customer? Kopperfield has you covered. From a button in the Kopperfield dashboard you can initiate a call with a customer in one click. The system will first connect to your phone, and once you’re on the line, it will dial the customer’s number. Best of all, the customer will see the call coming from the same number where they’ve been receiving texts, ensuring consistency across all communications.
5. Call Recording and Transcription: It’s not always easy to capture notes while being engaged on a call. Kopperfield gives you the option to record and transcribe conversations with customers. These recordings and transcripts are automatically saved to the relevant project file, helping you maintain a complete record of all communications. This feature can be incredibly useful for reference, compliance, or simply keeping everyone on the same page.