Getting Started/Setup

Inviting Staff/Delegates to Text on Your Behalf

Within the Web UI for Relate, workspace owners have the ability to invite their staff to text on their behalf. To accomplish this, the workspace owner will need to:

  1. Log into the Web UI of Hearsay Relate
  2. Click the user-panel in the top-right corner of the screen.
  3. Choose Workspace Settings.
  4. At the bottom of the page, enter in your staff member's email address and click Invite.
  5. Your staff member will receive an invitation in their inbox. Inside, the staff member will need to click the blue Accept Invitation button. This will grant them access into the workspace.

 

If you have any questions regarding the above process, please review the following video:

 

 

 

Visual Annotations for Owners & Members

When viewed within Hearsay Relate:

  • Messages sent by the workspace owner are reflected in blue.
  • Messages sent by a workspace member are represented in green.

Further:

  • Text messages YOU send will have You annotated above them.
  • Text messages sent by another person on your team will have <Workspace Member Name" on behalf of <Workspace Owner Name> annotated above them.

Hearsay Relate in the Web UI:

Screen_Shot_2020-07-10_at_4.17.51_PM.png

 

Hearsay Relate on Mobile:

IMG_3093.PNG

 

Please note that the contact receiving text messages will not see these differentiators on their personal device:

IMG_3092.PNG

 

 

Team Texting Identification

If enabled for your organization, text attribution adds an assistant's name to a text that is sent by them. When an assistant sends a message through Relate, their first name and last initial (ex. Amanda M.) will be added to the message, as shown in the example below. The assistant’s name is pulled from the name for the user account associated with the workspace they are in. This will show in the text sent to the client, indicating to the client that a member of the workspace owner’s staff has responded to the message. 

Team_Texting_Web_Mockup.png

FAQs:

Q: Will this apply only to assistants in a workspace or will the workspace owner’s name be put in parentheses as well?
A: This will apply only to assistants. This behavior will not occur for workspace owners. 

 

Q: Is this available at the point of attestation?
A: No, this will only display for messages sent after the attestation message is sent. 

 

Q: Will it apply to previous text messages or only messages moving forward?
A: This will not be applied retroactively. It will apply only to messages that are sent after the setting is enabled. 

 

Q: Is the name considered “plain text” or part of the SMS that’s being sent?
A: The attribution name is considered part of the SMS that is being sent.