The Aloware Talk2 conversation interface in HubSpot allows users to manage SMS, MMS, email, fax, notes, and file attachments from the conversation interface.
Conversations and notes are synchronized across Aloware desktop, mobile, and browser applications.
Key functionalities of Aloware Talk2 conversation interface
Send SMS (text messaging)
Send text messages directly from the Aloware Talk2 conversation interface in HubSpot.
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.
Configuration requirements
Some Talk2 functions require additional configuration:
Email: SMTP relay integration must be configured, and the contact must have a valid email address.
Fax: The contact must have a fax-enabled number in Aloware.
Message scheduling: HubSpot and Aloware timezone settings should be aligned for accurate scheduling.