- Proactive outreach: When you need to get in touch with a customer on your own initiative.
- Resuming contact: To pick up where a previous conversation left off.
- Quick action: When you are already viewing the contact and need to start messaging immediately.
Start a conversation from a contact
1
Open the Contacts section
In the left sidebar, click Contacts.
2
Select the contact
Click the contact you want to message to open their detail page.
3
Open the actions menu
Click the menu button (three dots) in the upper-right corner of the screen.
4
Choose Start conversation
In the menu that appears, click Start conversation (message icon).
5
Select a team (if applicable)
If you belong to more than one team or department, select the team that should handle this conversation.
6
Select a channel
Choose which WhatsApp number you want to use to contact the customer.
7
The conversation opens
After selecting the team and channel, you are redirected to the conversations inbox with the conversation already open and ready to send messages.
To use this feature you need:
- The contact to have a registered WhatsApp number.
- Permission to start conversations in BluBash.
- At least one WhatsApp channel configured in your account.
- The Start conversation option only appears if the contact has a WhatsApp number registered.
- You are automatically redirected to the conversations inbox after selecting the channel.
- If an active conversation already exists with the contact, that conversation will open instead of creating a new one.
- The conversation is assigned to you automatically.
- You can use this feature for proactive outreach and follow-ups.