The Conversations mobile app for iOS allows you to chat with customers directly from your mobile device, using the helpful tools that are available in Conversations on the web. You can download the app from the iOS App Store here or by searching for “Dealer Inspire Conversations.”

Customers

When you log into the app, you will be brought to the customers screen. Here, you will be able to see your customers and even start a chat with them, as well as other content.

Teammates

To initiate an internal chat with a team member, tap on the bottom tab that says “Teammates” in the bottom row of the screen.

Once in this tab, you can search the person you are searching for, or you can scroll through and tap the person’s name to initiate a conversation.

Me/Profile

The “Me” tab allows you to edit basic information about your user profile, set your hours, view and edit your videos and learn more about Conversations!

You can click into “Edit my profile” to come here to edit your name, email address, and password.

Status

To set your status, tap on your name next to your profile picture and select your desired status.

  • Available – you are online and can receive Conversations from anyone
  • Away – you are unavailable for new customer Conversations, but you can still chat with fellow Agents and receive transfers
  • Do Not Disturb – you are unavailable and will not receive any notifications from fellow agents or customers

You can also log out of the app here, if needed.

Hours

The “Hours” tab allows you to set available hours and edit them, when you’ll receive chat notifications on your mobile device. To set your hours, click “+ New” in the top right corner of the screen and select the days and times you’d like to be available.

The “Always Available” switch will cause you to receive chat notifications regardless of the day or time.

You can always “Edit” the hours created by clicking into “Edit” in the top left of the hours screen and delete or edit your hours from there!

My Videos

“Videos” is where you can access videos that have been uploaded directly into Conversations, and upload your own additional videos as well.

You can use the search bar to locate an existing video, or tap “+ New” to add a new video. You can either select a video from your phone’s camera roll, or you can use the phone camera to record one.

Dashboard

The “Dashboard” tab will show your chat activity for the day, and also allow you to look through your previous chat transcripts.

You can go ahead and click into your “conversions” and “conversations” buttons and see the information on those.

If you click into the blue button on the bottom labeled “History,” you are able to see your chat history and even sort it by dates.

If you click into the folder tab in the bottom left corner, you are able to switch between the different departments you have and see all of the history there.

Answering a Chat

When a customer initiates a new chat, you will receive a push notification on your device. Simply tap on the notification to accept the chat.

Chat Toolbar

This chat toolbar area is where you can use awesome tools to use to share information with your customer!

To access features of the chat toolbar, tap the “+” button while you’re in an active chat.

  • Video Conversation – initiate a live video conversation with the customer.
  • Photo – share a photo from your phone with the customer. You can either select a photo from your camera roll, or take a new photo.
  • Calculator – estimate a customer’s monthly finance payment by filling in information such as vehicle price and interest rate.
  • Hot Key – these you can access by clicking on the lightening bolt icon next to the “+” button in the chat are on the bottom left corner. Hotkeys are templated responses that you can use to respond quickly to common questions. Tap here to access the same library of hotkeys that you have on the web version of Conversations.

Glove Compartment

The Glove Compartment contains a variety of items that you can share with the customer, including Inventory, Accolades, Incentives, Brochures, and Videos.

To access those features, tap on the magnifying glass icon in the bottom corner of the screen. You can enter search terms at the top of the screen, and tap on the icons to move between sections.

Once you click the magnify glass icon, you will be brought to your Glove Compartment tools of which you can click into each tool button AND you can search for anything in the search bar at the top of the screen.

To get back to your chat and conversation screen with your customer, please go ahead and hit the back blue arrow in the top left corner of the screen.

Collecting Lead Information

When customers share their contact information with you, you will want to save that to the lead form. To view the lead form, tap on the customer icon at the top of the screen.

You can type information into the form manually, if you wish, or you can long press on the information within the chat. From there, a popup will allow you to choose the field you’d like to place it in.

Transferring and Ending a Chat

If you tap on the 3 dots in the top right corner, you will see the option to transfer the chat to another agent, or to end the chat if you are finished talking to the customer. “Share” will also allow you to email the transcript of the chat to another person.

As you can see below, these are the options you will have when clicking the three dots: customer info, share, transfer and end chat.