Once you join or create a group chat, starting or replying to messages is simple. Use this guide to stay engaged in the conversation, share updates, and keep your team aligned. Tap Group. Tap the group name to open the conversation. Enter your message in the text field. Tap the send icon to post your message in the group. (Optional) Tap the attachme...

Tasks are typically generated automatically when customers reach out through different channels—like calls, emails, or chat. That way, nothing slips through the cracks. But sometimes, you might need to create a task yourself. Let’s say a customer calls with a special request that needs follow-up, like a product customization or a billing question th...

Whether you're in a task, message, call, or chat, you can quickly access a contact’s details with a single tap. This seamless process ensures that all team members can effortlessly view and update contact information, keeping everything organized and up to date. Tap Contacts and select the contact you wish to edit. Tip: Contact names are also highli...

The Spinoco app makes managing chat conversations simple by automatically turning them into tasks, so you never have to track them manually. You reply directly within the task, and your message instantly goes to the chat channels you’ve integrated, like WhatsApp and Facebook Messenger. No need to switch between apps—everything stays in one place, ke...

Call recordings and transcriptions help you keep track of important conversations, whether you're following up with a customer, confirming details, or training a new team member. Use this guide for steps on how to access your call recordings and transcriptions. From contact history Tap Contacts. Select the contact or the phone number, then tap the i...

Group chats make it easy to collaborate with multiple team members in one conversation, ensuring everyone is informed and engaged. Whether you're coordinating a project, sharing updates, or brainstorming ideas, group chats help streamline communication without the need for multiple one-on-one messages. Navigate group chats Groups shows notifications...

Need to check in with a team member or get a quick answer? This guide reviews the simple steps to make a call to a team member in just a few taps. Note: For details on calling a customer or external contact or returning a missed call from a task, check out our additional calling guides. Tap Team. Search for a team member by name. Tap the call icon n...

When calls come into a shared number, like your customer support or sales line, who makes sure that person gets a response? That’s where call tasks come in. Spinoco automatically creates a task for missed calls, so you always know who’s following up. If a task is assigned to you, it’s resolved as soon as you return the call or when the customer call...

Need to send a call to a team member? You can do a warm transfer—where you check in with them first—or a blind transfer, which sends the call straight through. Either way, it’s quick and ensures your customer reaches the right person. This guide reviews both options so you can choose what works best in the moment. Warm transfer A warm transfer is wh...

With everything in one place, managing your calls is simple, whether you're reaching out to customers, checking in with a vendor, or following up on a missed call. No need to juggle multiple apps—just tap and dial. This guide reviews the steps to make a call to an external contact (anyone outside your team)—whether you’re selecting a contact from th...

A key feature of contact details is the ability to view customer interaction history. Regardless of who on your team handled the interaction, the system tracks every customer touchpoint, ensuring full visibility across various communication channels. Use this guide to learn how to access customer interaction history, view past communications, and tr...

Stay connected with your team using the chat feature. Whether you need a quick answer, want to share important updates, or send a file, you can instantly message any team member. All chats are private between you and your team member, ensuring secure and direct communication. Tap Team to view your team members. Find the team member in your list or t...

Contacts help you keep track of people and groups. You can store key details and make sure you always have the right information at your fingertips. Add a person Use this guide to learn how to add an individual to your contact list. Tap Contacts. Tap the plus icon . Select Add Person. Enter the contact’s First name and Last name in the corresponding...