Overview

Boulevard offers a premium Contact Center add-on that allows businesses to manage text message conversations with clients and see Caller ID for incoming phone calls, all within Boulevard. SMS text messages will be sent from an incoming number that is provisioned by Boulevard. In addition to the primary Messages tab, open and closed conversations can also be viewed within every Client Profile. For more information on incoming phone calls, see the Caller ID support article.

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*If you use Contact Center, clients must call and text the assigned Incoming number for Caller ID to appear and messages to come through to the dashboard. Don’t forget to update your phone number on your website, Instagram, Facebook, Google, Yelp, and any other places you list your number.

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Using the Messages Tab

At the location level, click the Messages tab at the top of the screen. At the top left is the option to toggle between open and closed conversations. IMPORTANT: All completed conversations should be manually marked as closed by selecting the check box at the top right of the conversation.

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Using Messages within Client Profiles

Once in the Client Profile, click the Messages tab. The chat dialogue with that individual client will appear in a similar layout as the general Messages feature.

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