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How do I set up Three-way Messaging?

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What is Three way messaging?

Three-way messaging enables your customers to respond, in real-time, to SMS message alerts sent to their phone and have a three-way message exchange with the dispatcher and mobile worker. Workers see the exchange in their vWork mobile app and dispatchers see the exchange on the vWork web app. 

Three-way messaging is an optional feature that enhances the standard SMS Customer Alerts feature. If you want to find out more about Three-way Messaging or add this to your vWork account, please email support@vworkapp.com. A member of the vWork team will be in touch to discuss your requirements.

In this article

This article explains how to set up your vWork account to enable Three-way messaging. Topics covered are:

To learn more about what Three-way messaging is and how you can benefit from using it, please read the article: What is Three-way messaging?.

To find out how dispatchers and mobile workers see and respond to Three-way messages please see the articles:

 

Set User Permissions to enable Three-way Messaging

Once we have enabled Three-way Messaging in your account, you need to enable the Chat user permission for dispatchers if this is not already enabled. Note: Dispatchers who do not have the Chat permission enabled are not able to see or reply to customers’ messages on the Jobs tab.

Users of the mobile app automatically have the ability to message the dispatcher and the customer once the dispatcher’s Chat permissions are enabled. You don’t need to enable the Chat permission for mobile app users unless you want them to be able to directly message other mobile app users.

 

To set the User Chat permission for the dispatcher:

  1. Go to Settings>Users>Users
  2. Select the dispatcher from the User Management list.
  3. Scroll to User Permissions.
  4. Click the Chat checkbox to insert a checkmark and enable the permission.

Click Update at the bottom of the page.

User_webapp_permissions_Chat.png

Set alerts for Three-way Messaging

There are two alert types useful for Three-way Messaging. These are:

  1. SMS Alerts that go to customers: Customer SMS Alerts and Ad Hoc SMS Recipient Alerts.
  2. A special alert for the dispatcher: Customer SMS Response Received Alert.
  • You must set up at least one Customer SMS Alert or Ad Hoc SMS Recipient Alert to enable Three-way messaging. It is also helpful to set the Customer SMS Response Received Alert to make it easier for a dispatcher to know when a customer has replied to an SMS Alert.

To find out more information about setting up alerts, please see the article:  How do I set up an Alert?

1. Customer SMS Alerts and Ad Hoc SMS Recipient Alerts

Three-way Messaging is activated on a job when a customer responds with an SMS message to a Customer SMS Alert or Ad Hoc SMS Recipient Alert.

Note: Your customers must have a mobile phone number saved in their customer information for Customer SMS Alerts to work.

You can set up a Customer SMS Alert or Ad Hoc SMS Recipient Alert for the job template, customer, or worker you would like to trigger the SMS Alert for. To do this:

  1. Go to Alerts > Setup
  2. Click Add Alert to add a new Alert.
  3. Choose the type of Alert you would like to trigger the SMS Alert.
    Some examples of Alerts commonly used to trigger an SMS Alert message to a customer include the Job Created Alert and the ETA Alert but there are other alerts that you may also want to use. 
  4. Complete the Which Dispatchers Should Receive In-App Notifications and the Who Should we Notify by Email? Sections if these are required for the alert. 
  5. Scroll to Who Should We Notify by SMS? and click the checkbox next to one or more of the customer contact options - you must select at least one of:
         Send to Customer’s Site Contact, or
         Send to Customer’s Billing Contact, or
             Ad Hoc SMS Recipient.
  6. Click Create (or Update if this is a change to an existing alert).

    Three_way_messaging_SMS_Alert_settings.png


2. Customer SMS Response Received Alert

The Customer SMS Response Received Alert is an alert that notifies dispatchers when a customer sends an SMS message in response to an SMS text alert or SMS message from a worker or dispatcher. It is useful to set this up as customer SMS messages are only visible to the dispatcher in the Customer Message tab in the Job. This alert notifies the dispatcher to check the job for a new message.

To set this up:

  1. Go to Alerts > Alert Settings. 
  2. Click Add Alert to add a new Alert.
  3. Name your Alert in the Alert Name field.
  4. Select your filters to match the Customer SMS Alerts or Ad Hoc SMS Recipient Alert you have created.
  5. Scroll to Select an Alert Type and click to select the Customer SMS response received alert.

    Three_way_messaging_Customer_SMS_Response_received_Alert.png

  6. Scroll to the Which Dispatchers Should Recieve In-App Notifications? section. Make sure that you select every dispatcher that you want to receive the In-App Notifications for this alert.

    Three_way_messaging_Alerts_Dispatchers_receive_in-app_notifications.png

  7. If required set up an Email notification for this alert and customize the email address used to send replies, the subject, and the message as required. 
  8. Click Create to save the alert.
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