Reach Mobile Application

To provide our users with a comprehensive mobile experience, we have developed the Reach mobile application, available for various devices. Below, you will find the corresponding links to download the app from the respective app stores:

The Reach mobile application allows you to efficiently access the conversations section of the platform, providing an optimized experience for users on the go. Download the app and enjoy the convenience of using Reach from your mobile device.

Available Features

Monitoring Table

Real-time access to a summary of active conversations, including their status and assignment. This section allows you to quickly view the operational load and the distribution of tasks among agents.

Conversations Area

• Custom Filters: Allow the user to apply specific filters to organize, search, and prioritize conversations according to their needs.

• Default Filters: Include quick options such as:
  • Conversations with paid or pending orders
  • Unread or unattended conversations
  • New or recent conversations

• Features within the Conversation:
  • Sending attachments
  • Sending products from the catalog
  • Use of quick replies and WhatsApp templates
  • Direct creation of payment orders

• Conversation Transfer: allows you to reassign conversations to other users or agents from the chat, facilitating collaboration between teams and ensuring that each case is handled by the most suitable person.

Creation and Management of Payment Orders

• Order Generation: From the chat, by pressing the ”+” button at the bottom left, you can select the Smart Link option to generate a payment order. The required fields include:
  • Customer name
  • Address
  • NIT or RTN
  • Payment method
  • Additional notes

• Sending the Order Summary: Once the information is completed, you can send the customer an automatic message with the order summary.

• Order Confirmation: When an order is generated, a tab will appear at the top of the chat with the order number. By clicking, you will access the detail to review and confirm the payment order.

Conversation Information

• Notes: Check relevant details about the conversation through tags and comments added by agents, located at the bottom of the conversation.

• Product Catalog: send images and information of the products from the catalog connected to the account.

• Customer Contact Information: View data such as name, phone number, email, and address.
• Conversation History: Access past interactions to follow up and provide context to the current conversation.
• Order History: Check all previous orders associated with the contact, along with their status.

Contact Management

• Creation of new contacts: name, phone, email, address, etc.

Orders Section

• Start WhatsApp conversations using templates previously approved by Meta.

• Administrators: access to all orders generated within the account.

• Agents: limited access to orders created only by their user.

Settings and Permissions

• Configure notifications (all, only assignments, or only payment notifications)
• Manage access permissions to the camera, microphone, and gallery
• Adjust settings according to privacy policies and user preferences.

Not available in the mobile app

Access to the following features is only available through the web application:

• Creation of independent orders
• Reports Area: area of conversation reports, comments, campaigns, ads, etc.
• Account Settings: creation of customer interactions, channel connection, assignment settings, payment methods, and users.
• Campaigns: sending mass messages through the WhatsApp channel

This structure ensures that critical functions for more advanced management and configuration are centralized in the web version, while the mobile application focuses on providing essential tools for effective communication from anywhere.