The Aloware Talk2 Conversation interface allows users to manage Aloware conversations from within HubSpot. Users can send SMS, MMS, email, and fax messages, add notes and attachments, use agent templates, select a line before sending, and schedule messages.
The Messenger is a surface of the same Aloware conversation. Messages sent or received through HubSpot appear in the corresponding Aloware Talk2 conversation across the web, desktop, and mobile applications.
Configuration requirements
Some Talk2 functions require specific configuration in Aloware or HubSpot. The Aloware and HubSpot integration must be connected, and the Aloware card must be configured in the HubSpot views where users need to access the Messenger.
Requirement | Configuration | Needed for |
HubSpot integration | Connected in Aloware → Integrations → HubSpot | Talk2 Messenger functionality |
HubSpot Integration Card toggle | Enabled in Aloware → Integrations → HubSpot | Displaying the Aloware card in HubSpot |
Aloware card | Added through HubSpot → Settings → Objects → Record customization → Card library | Displaying the Messenger on Contact, Company, Deal, and Ticket records
|
Aloware HelpDesk card | Added from the HubSpot HelpDesk view | Displaying the Messenger in HelpDesk |
Contact phone number | A valid phone number must be available on the HubSpot Contact record | Messaging and Contact selection |
The Contact must have a valid email address and SMTP relay integration must be configured | Sending email | |
Fax | The customer must have a fax-enabled number in Aloware | Sending fax |
HubSpot subscription | Starter, Professional, or Enterprise | Feature availability |
Where to find the Messenger
The Aloware Talk2 In-App Messenger is available through the Aloware card in HubSpot. The card can be added to Contact, Company, Deal, and Ticket record views, as well as the HelpDesk view.
To open the Messenger, open a supported HubSpot record and locate the Aloware card.
On a Contact record, the Messenger opens for that Contact. On a Company, Deal, or Ticket record, Aloware first determines which associated Contacts can be messaged.
On the Aloware card, click SMS Messenger to open the Talk2 Messenger.
For the HelpDesk view, use the Aloware HelpDesk card. The HelpDesk card is added separately from the Aloware card used on record pages.
Key functionalities of Aloware Talk2 conversation interface
Aloware Talk2 Conversation provides the following communication and conversation functions within HubSpot.
Send SMS (text messaging)
Users can send text messages directly through the Messenger in HubSpot. Messages are synchronized and displayed across Aloware applications, including desktop, mobile, and browser platforms.
Before sending a message, users can select the phone number to use when a Contact has more than one available number.
Users can also select an alternate Aloware line before sending a message.
Send MMS (Multimedia Messaging Service)
Send multimedia messages, including photos, videos, and GIFs. MMS also supports special characters.
Email integration
Send and track emails from the Aloware Talk2 conversation interface in HubSpot.
To send an email, the contact must have a valid email address, and SMTP relay integration must be configured.
Fax messaging
Send faxes directly from HubSpot. The contact must have a fax-enabled number in Aloware to use this feature.
Add notes
Add notes to a contact's record to provide additional information about an interaction. Notes are automatically synchronized and can be accessed across Aloware platforms.
Attach files
Attach files to messages when sending documents or images through the conversation interface.
Use agent templates
Use predefined SMS templates when sending frequently used messages. Templates allow agents to reuse existing message content instead of entering the same message manually.
Select a messaging line
Select the line to use when sending a message. This allows users to choose from the lines available to them.
Schedule messages
Schedule messages to be sent at a later time.
For scheduled messages, make sure the timezone settings in HubSpot and Aloware are aligned so the message is scheduled for the expected time.
Use variables
Variables can be used to insert contact information into messages instead of entering the information manually. For example,
[FirstName]can pull the contact's name from the contact record.Aloware also supports custom contact field variables. Admins can create custom contact fields under Account > Custom Contact Fields, which can then be used as variables in SMS messages.
Send company or contact card
Aloware Talk allows users to share contact or company information as cards within a conversation. Users can send the available contact or company card to a recipient and update the card information through their profile settings.
Use AloAi-crafted message suggestions
AloAi can generate message suggestions based on recent conversations. The suggestions appear below the message field, where the agent can insert, edit, or send a suggested message.
How admins use the integration
Admins can use the Aloware Talk2 conversation interface in HubSpot to view customer conversations, access synchronized messages and notes, and manage the communication options available in the interface.
Admins can also use predefined agent templates for frequently used SMS messages.
How agents use the integration
Agents can use the Aloware Talk2 conversation interface in HubSpot to send SMS, MMS, email, and fax messages. They can also add notes, attach files, select a messaging line, use predefined SMS templates, and schedule messages.
Integration with other Aloware tools
The Aloware Talk2 conversation interface works with other Aloware features, including call management and contact synchronization. This allows users to access these communication and contact functions while working in HubSpot.