Cloudbeds Guest Experience Guest Chat is a unified inbox that allows you to effectively communicate with guests using multiple messaging channels, personalize engagement, manage conversations, and keep track of your scheduled messages.
Check how to set up your Guest Chat Folders and Availability in this article.
Overview
Once you access the Cloudbeds Guest Experience Guest Chat page, you will find the following sections:
- Active Conversations: View and manage ongoing conversations with guests and staff.
- Guest Communication options: Start direct messages and track upcoming messages.
Once you click on an active conversation,
- Guest conversation thread: View the conversation with this contact and create new messages using the editing tools.
- Guest Details: All the guest details will be displayed in a tab.
Check below everything you need to know about the sections above, which will help you navigate and use the various tools available in the Guest Chat.
1 - Active Conversations:
- Check open, archived, and blocked conversations
- Start new conversations
- Search for the conversation you want by name, phone, or email
- Select a contact to open the related conversation thread
2 - Start Guest Communication options:
- There is a maximum 640-character limit on messages; it is not possible to save or send messages with more characters.
- Use the editing tools to insert previously created message templates , company variables, messaging widgets and upsell products into the conversations.
- Translate messages to another language.
Guest Communication options in the Guest Chat:
- Select the messaging channel that you want to use
- Fill out the guest's details, if needed
- Fill out the reservation details, if needed
- Type your message and/or include one of the editing tools available.
-
Click to send
or schedule
the message.
The automated messages scheduled for the day will be displayed in this tab.
- Look at past or future automated messages by adjusting the dates with the arrows at the top right.
- Select the 3 dot icon to remove, edit, or view the history of the automated message.
Campaigns and surveys are not sent from Guest Chat. To send campaigns or surveys to selected reservations, use the Reservations page. To create recurring or event-based messages, use Automated Messages.
3 - Guest conversation thread
In the guest conversation thread, you can use multiple messaging options as follows:
- Select the messaging channel you want to send a message
- Archive a conversation
-
Block the guest or export the conversation
- Once a guest is blocked, the property will no longer receive any messages from that number, and your team cannot send any messages to that number.
- Check the delivery status of your message
- Translate the message to another language and create a ticket from this conversation
- Send the message publicly or leave an internal note
- Also select another messaging channel
4 - Guest Details
Once you open active conversation, the Guest Details tab allows you to:
Switch the label that this contact is added to
Enable the AI auto-reply feature for this conversation thread
-
View and add the channels available for this contact, and if you click
:
Click on
to request permission for communication through messages (check more details here).
Click to
if you want to assign this guest as the primary contact of the reservation
Click to
the contact from the channels
Check the reservation details
Create and view notes for this contact
Check any existing ticket for this contact
View if the guest completed the Digital Registration
Create and view the preferences requests of this guest
View the existing surveys sent to this guest
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