SoarSCRM
Operations & data

Messaging tasks and automated replies

Organise repeated work into tasks you can inspect, from choosing accounts and recipients to reviewing progress and setting reply rules.

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Mass Send setup: choose recipients, add materials and set message and chat intervals before submitting a task.
Mass Send setup: choose recipients, add materials and set message and chat intervals before submitting a task.

Open sending tools from a conversation

Open the tools menu beside a conversation to access Mass Send or Import & Send for the current platform. You can also use the main Tools page, keeping message preparation within your conversation workflow.

Conversation tools menu detail: open Mass Send, Import & Send and group tools for the current platform.
Conversation tools menu detail: open Mass Send, Import & Send and group tools for the current platform.

Confirm accounts, recipients and content

Select sender accounts and target chats separately, or apply a saved group set. Add content from the material library or import replies, set message and chat intervals, then send immediately or schedule the task.

Sending scope detail: select sender accounts and target chats separately. Account and contact IDs are redacted.
Sending scope detail: select sender accounts and target chats separately. Account and contact IDs are redacted.

Review execution in Task Center

Check scheduled, running, successful and failed tasks, then search and open details to inspect results. The screenshot shows one successful record. Review individual records alongside totals; a successful send does not establish that a recipient has read it.

Task Center detail: task status and execution records. This example shows one successful record.
Task Center detail: task status and execution records. This example shows one successful record.

Configure replies and check their status

Manage keyword and welcome replies, apply team rules when needed and inspect Recent hits. The pictured rule requires account reselection and is not running. Click Edit, select the account again and save, then check its status and trigger records.

Keyword reply detail: this rule is not running and requires account reselection. Edit, select the account again and save.
Keyword reply detail: this rule is not running and requires account reselection. Edit, select the account again and save.

Getting started

  1. Choose the platform and tool, then confirm accounts, target chats or the reply-rule scope.
  2. Configure materials, sending intervals or triggers and validate on a small set before submitting.
  3. Review results in Task Center, or check availability and Recent hits for automatic replies.

Availability and setup

Broadcast tasks, automatic replies and group rules are configured separately. Platforms, actions and quotas depend on your plan and permissions. Scheduled sending requires a running client and available accounts; confirm automatic replies through rule status and actual trigger records.

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