Bold360 Help Center
Bold360 for administrators
Set up your messaging channels: SMS and Facebook Messenger.
Set up an SMS account (text messages)
To implement SMS functionality, you must configure an SMS account and provision a phone number to integrate with our SMS gateway.
Set up a Facebook Messenger account
Connect your Facebook account to Bold360 so you can manage incoming Facebook Messenger conversations.
Set up automatic distribution for messaging
Automatic distribution for messaging allows you to automatically and intelligently distribute assignment of new, incoming message threads to your agents.
Manage incoming messaging items according to rules (Messaging Rules Engine)
The messaging rules engine compares the properties of incoming messages against criteria and performs the rule's action when there is a match.
Canned messages for agents
Wrap-up Fields: Organize items by Category, Custom Field, Status
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