When RMA is installed in your application, several functionalities are automatically activated in Carerix.
What is activated after installation?
WhatsApp Inbox - Activity menu
WhatsApp Inbox - Activity menu
The WhatsApp Inbox shows in the left Activity Menu below 'Email'. This menu is visible for all users.
WhatsApp Count Badge
A number of active conversations will be shown behind the WhatsApp menu.
What causes the number to be visible for you?
A Conversation started by an Automation, the recipient replied, you are the owner of the Conversation and the Conversation is not finished yet.
A candidate/contact sent and inbound message
You started a Conversation with a manual template and the recipient answered.
WhatsApp Inbox - How does it work?
WhatsApp Inbox - How does it work?
In the WhatsApp Inbox, you will find “My Chats” and “All Chats”.
When are WhatsApp conversations visible in “All Chats”?
All conversations with Candidates and/or Contacts are visible in All Chats, regardless of the conversation status.
When are WhatsApp conversations visible in “My Chats”?
A conversation appears in My Chats when:
The chat is Open and you are the Responsible user for the Candidate or Contact person.
The chat is Closed and you are the Responsible user for the Candidate or Contact person.
You initiated the conversation with the candidate and the conversation is still Active.
Conversation Statusses
A conversation can have 4 Statuses:
Ongoing Chat - Managed by you
You are the owner of the conversation and can send messagesOngoing Chat - Managed by someone else
You are not the owner of the conversation. Only the owner of the conversation can send messagesSession Open - No active chats
Everyone can start a conversation with without using a templateSession Closed
There hasn't been contact for over 24 hours. Everyone can start a conversation by using a template.
Close Chat
Are you the owner of the conversation and would you like your colleagues to be able to take over? You can close the conversation with the "Close Chat" button.
The conversation will be set to the status "Session Open". Everyone can take over the conversation and will be the new owner.
WhatsApp Tab - Candidate file
WhatsApp Tab - Candidate file
In the Candidate’s file, you will find a tab called “WhatsApp”. Here you see the full conversation history with this candidate. You will also see:
The name of the candidate
The candidate’s contact information linked to this conversation
The Owner of the conversation (Merzieh Amini)
By clicking the “i” icon, more details become visible. You will see the contact information as well as the Owner/Responsible user of the candidate.
Once this conversation with Merzieh Amini has ended after 24 hours, or if she uses the “Close Chat” button, the conversation will receive the status Open and will become visible in My Chats of Milan, because he is the Owner of the candidate.
Because this chat is now Open, anyone can start a conversation with this candidate within the next 24 hours.
From this overview, you have the option to use a Template or create an internal note for yourself and/or your colleagues.
WhatsApp Tab - Match file
WhatsApp Tab - Match file
In the Match file, you will find a tab called “WhatsApp”. Here you see the full conversation carried out with the linked candidate. You will also see:
The name of the candidate
The candidate’s contact information linked to this conversation
The Owner of the conversation (Merzieh Amini)
By clicking the “i” icon, more details become visible. You will see the contact information and the Owner/Responsible user of the candidate.
Once this conversation with Merzieh Amini has ended after 24 hours, or if she uses the “Close Chat” button, the conversation will receive the status Open and will become visible in My Chats of Milan.
Because this chat is now Open, anyone can start a conversation with this candidate within the next 24 hours.
From this overview, you have the option to use a Template or create an internal note for yourself and/or your colleagues.
WhatsApp Tab - Contact file
WhatsApp Tab - Contact file
In the Contact Person’s file, you will find a tab called “WhatsApp”. Here you see the full conversation that has taken place with the linked Contact person. You will also see:
The name of the Contact Person
Their contact information linked to this conversation
The Owner of the conversation
By clicking the “i” icon, more details become visible. You will see the contact information as well as the Owner/Responsible user of the Contact person.
Once this conversation has ended after 24 hours, or if the “Close Chat” button is used, the conversation will receive the status Open and will become visible in My Chats of the responsible user.
Because this chat is now Open, anyone can start a conversation with this contact person within the next 24 hours.
From this overview, you have the option to use a Template or create an internal note for yourself and/or your colleagues.
