Engage
Reply to comments and messages from every connected account in one inbox, assign conversations to teammates and speed up answers with saved replies.
15 guides
- Assign and close a conversationGive a conversation to a teammate, and close it when it's done so your Open list only shows work that still needs a reply.
- Configure an Engage automation ruleSet up a rule that acts on new inbox items for you, such as labelling, assigning or replying, when they match the conditions you choose.
- Configure Engage link trackingAdd UTM parameters to links in the replies and comments you send from the Engage inbox, so the traffic shows up in your analytics, shorten them to…
- Create a comment-to-DM campaignSend an automatic direct message to people who comment on a Facebook or Instagram post, for example to share a link or a discount code.
- Create and apply conversation labelsTag conversations by topic, such as "Delivery" or "Refund", so your team can find related ones quickly.
- Create and use a saved replySave answers you send often, then drop them into a reply with one click and adjust them before sending.
- Disable or reorder automation rulesPause a rule without deleting it, or move rules up and down the priority list.
- Export comments and conversationsDownload a CSV of Engage content, tags and sentiment.
- Find and reply to a conversationFind a comment, message or mention in your Engage inbox and reply to it from the right social account.
- Like positive comments automaticallySet up a rule that likes comments Engage reads as positive, so happy customers get a like from your account without anyone pressing the button.
- Manage CRM records from EngageCreate or update HubSpot and Salesforce records while reviewing an interaction.
- Manage the Engage FAQ knowledge baseSave answers to common questions so your AI assistant can use them to reply to matching inbox messages.
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- Review and reply to social reviewsRead reviews from your connected accounts in the Engage inbox and reply to them publicly.
- Send files and voice notes in a direct messageThe conversation displays the sent attachment or voice note when sending succeeds.