Messaging
Send messages, share information, and communicate with customers and teammates.Sending a Message
Learn how to start a conversation and send a text message.
Group Messaging
Communicate with multiple contacts in a group conversation.
Scheduling a Message
Schedule a message to be sent at a later date or time.
Sending Attachments
Share images, documents, and other supported attachments.
Voice Memos & Files
Record and send voice messages or share files from the Captivated mobile app.
Mentions
Use @mentions to notify a teammate or team within a conversation.
Adding an Internal Note
Share internal information with your team without sending it to the customer.
Templates
Create reusable messages, personalize them with merge fields, and share them with your team.
Conversations
Organize, find, and manage customer conversations efficiently.Transferring Conversations
Take, transfer, join, leave, and complete conversations, or invite teammates to participate.
Filtering & Searching Conversations
Filter and search conversations, and save advanced searches for quick access.
Printing or Downloading a Conversation Transcript
Print or download a PDF copy of a customer conversation.
The Dashboard
View messaging activity, conversation performance, and other account insights.
Contacts
Create, organize, and manage your customer contact information.Creating & Editing Contacts
Add new contacts and update existing contact information.
Importing Contacts
Import multiple contacts at once using a CSV file.
Tagging Contacts
Organize contacts with tags to create groups and filter your contact list.
Archiving Contacts
Archive contacts you no longer need in your active list.
Masking Numbers
Protect contact privacy by limiting who can view their phone numbers.
Contact Exchange Requests
Exchange contact information with customers and collect their texting opt-in.
Sending Your Contact Card
Share your business contact card with customers.
SMS Verification Lookup
Check whether a contact’s phone number can receive text messages.
Blocking a Contact
Block unwanted inbound messages or unblock a contact when needed.
Opting Out
Learn how to opt contacts out of texting and manage their messaging preferences.
Contact Ownership
Assign contacts to specific users to help organize and manage customer relationships.
Calling & Video
Make outbound calls and connect with customers through secure video conversations.Outbound Calling
Make outbound calls and forward incoming calls while keeping personal numbers private.
Secure Video Chat
Connect with customers through secure video conversations.
Message Deliverability
Understand message delivery and troubleshoot common issues.SMS Error Report
Identify failed messages, understand delivery errors, and learn what to do next.