Engage with your customers instantly using SMS without ever leaving SuiteCRM. With Sapient SMS Integration, your team gets a chat-style interface, outbound/inbound messaging, workflow automation, and complete message history right inside the CRM.
User Guide
Key Features of the SMS Chat View Interface
All numbered elements shown in the image are explained in detail below.
- All Chat List – Displays all available SMS conversations (Contacts, Leads, Accounts). Each entry shows the name and timestamp of the last chat.
- Sorting Option – Allows you to sort conversations in ascending or descending order by latest activity.
- Night Mode Toggle – Allows users to switch between day and night mode for a comfortable viewing experience.
- Unread Message Indicator – A green badge showing the number of unread messages for that specific conversation.
- Active Conversation Header – Displays the name of the selected contact/lead/account with their ongoing chat thread.
- Mobile Number Field – Auto-populated with the recipients phone number, can be edited if needed before sending SMS.
- SMS Template Dropdown – Lets you choose from predefined SMS templates for quick replies.
- Information Icon – Shows the basic details of the selected record (Contact, Lead, or Account), similar to the detail view fields inside SuiteCRM.
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