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Instant Chats

Instant Chats

Force Message App – Instant Chat
Overview & Features

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User Roles & Access Permissions

Force Message Admin User

✅ Full access to all features and functionalities.

Force Message Power User

✔ Read-only access (unless the admin grants additional permissions).
✔ Can edit Message Channel Users.
✔ Accessible Tabs: Accounts, Bulk UI, Cases, Campaigns, Messages, Message Channel, Message Template, Message Channel Users, Opportunities.

Force Message Normal User

✔ Read-only access (cannot create, edit, or delete without admin approval).
✔ Accessible Tabs: Accounts, Bulk UI, Cases, Campaigns, Messages, Message Channel, Message Template, Message Channel Users, Opportunities.

Creating & Managing Contacts

Create a Simple Contact Record

  1. Go to the Contacts tab → Click New.
  2. Fill in the Last Name field → Click Save.

Enable Chat Messaging for Contacts

For an Admin to send and receive messages via the Chat UI Component, ensure:

  • Contact Phone ≠ null (must include + and country code, e.g., +911234567890).
  • Consent to Contact ≠ null.
  • Message Channel ≠ null.
  • Message Opt-Out = ✅ (Checked).

Automatic Messaging & Opt-In/Out Flow

  • Upon contact creation, a default message is sent.
  • If the contact replies with start or START, messaging begins.
  • To opt out, they can reply with stop or STOP.
  • To resume messaging, they can reply with start.

Chat UI Customization – Color Settings

  • Users can customize the chat UI in the Settings Panel:

    1. Text Color

    • Changes text color in the chat UI.

    2. Chat Background Color

    • Modifies the chat background color.

    3. Chat Color

    • Changes the outbound message color (inbound remains unchanged).

    4. Contact Bubble Color

    • Alters the contact bubble color for incoming messages.

    5. Header Color

    • Modifies the chat UI header and settings background color.

    6. Additional AI Settings

    • AI Suggestions: Enable/disable AI-generated suggestions for incoming messages.

Chat UI Features – Message Display & Icons

1. Message Details

Messages show channel name, timestamp (HH:mm:ss AM/PM format), and delivery status.

2. Message Icons

    • Incoming Messages: Displays contact’s FirstName and LastName initials.
    • Outbound Messages: Displays user’s FirstName and LastName initials.

Messaging Features & Restrictions

  • What Admin, Power, & Normal Users Can Send

    ✅ Messages: Up to 160 characters.
    ✅ Emojis: 18 types of emojis.
    ✅ Attachments: Upload one file at a time (no multi-select).
    ✅ Merge Fields:

    • Select Merge Object → Choose Merge Fields.
    • If no value is found, an error message is displayed.

    Scheduled Messages & Emojis

    • Set messages for a future date/time.
    • Rules for Scheduling:
      • Date: Must be current or future, not past.
      • Time: Must be present or future, not past.

    Predefined Message Templates

    • Open the Chat UI Component → Click Template.
    • Select a pre-created template (max 126 characters).
    • Templates can be edited before sending.
    • New templates can be created under the “Message Templates” tab.

    AI Assist Feature

    1. Type a message in the chatbox → Click AI Assist.
    2. A popup appears with text from the chatbox.
    3. Click PROCESS AI → AI-generated response appears.
    4. Click the response → It auto-populates in the chatbox.
    5. Alternative: Open AI Assist without text → Enter a query → Click PROCESS AI → Use the AI-generated response.

    Channel Selection & Restrictions

    • Users must select a channel before sending messages.
    • If a channel is not selected, an error message appears.

Why Use Force Message App?

✅ Centralized Messaging – Keep track of all incoming, unread, and starred messages.
✅ Customizable UI – Personalize colors for text, background, headers, and filters.
✅ Efficient Sorting & Filtering – Easily find messages based on date, object, and contacts.
✅ Intuitive User Interface – Mark messages as read, unread, or starred with a single click.

🔹 Boost productivity with Force Message App – Your ultimate Salesforce messaging solution!


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