Facilio DocsWork Coordination Guide
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05 / 09
05Everyday work

The Inbox

Every call, WhatsApp chat and email between Atom and your vendors, with Atom's analysis on top and the full conversation underneath. Calls come with a recording you can play back.

Find it inInbox›CallsInbox›ChatsInbox›Emails
4 sections1 how-to guides3 min readDownload .md

05.1Three channels, one layout

Open Inbox in the menu and pick Calls, Chats or Emails. All three pages work the same way: a searchable list of conversations on the left, and the conversation you picked on the right.

Page What's in it
Calls Calls Atom made to vendors, for example to chase a job nobody has answered
Chats WhatsApp conversations: jobs sent out, vendors confirming, photos of the finished work
Emails Email threads, shown like a mail app: jobs sent out, confirmations and quotes
Inbox › Calls: Atom's chase call to Daniel Brooks about the generator job. The recording player sits at the bottom.
Fig. 05.1Inbox › Calls: Atom's chase call to Daniel Brooks about the generator job. The recording player sits at the bottom.

05.2Inside a conversation

The conversation list

Each row shows who it was with, the last line of the conversation and how long ago it happened. The open conversation is highlighted. The newest conversation opens automatically.

Who it was with

The vendor's name, the channel and their number or address, with Download call (or Download chat, Download email) on the right.

Atom's analysis

Analyzed by Atom shows the tone Atom picked up, such as Calm, and a one-line read of the conversation. Click View summary to see Atom's full Summary, and Hide summary to fold it away.

View summary: what happened on the call in a few lines. Daniel will be on site at 2:00 PM, and the job moved to Scheduled.
Fig. 05.2View summary: what happened on the call in a few lines. Daniel will be on site at 2:00 PM, and the job moved to Scheduled.
Tone What Atom picked up
Satisfied Pleased, with no remaining issues
Calm Relaxed and not expressing concerns
Concerned Unsure or worried about the issue
Frustrated Upset and having difficulty
Urgent Needs immediate help or escalation

The conversation

Atom's lines are marked Agent, and the vendor's show their name. Every line has a time. A call runs from Call started to Call ended, with its duration.

05.3Chats and emails

WhatsApp conversations look like a messaging app, with photos and documents shown in place. Email threads look like your mail app. Click a message header to collapse or expand it.

A WhatsApp chat with Jonas Weber: the job sent out, his confirmation, and Atom moving the job to In progress when he arrives.
Fig. 05.3A WhatsApp chat with Jonas Weber: the job sent out, his confirmation, and Atom moving the job to In progress when he arrives.
An email thread with Park HVAC: the job sent by email, and Lina's reply with an arrival time.
Fig. 05.4An email thread with Park HVAC: the job sent by email, and Lina's reply with an arrival time.

05.4Read conversations

How to find a conversation about a job

  1. 1
    Open Inbox and choose Calls, Chats or Emails.
  2. 2
    Type in the search box at the top of the list (Search by name, email or number, or Search on Emails). The list updates as you type.
  3. 3
    Click a conversation to open it.

More things you can do

  • Play a call recording. Use the player at the bottom of a call to play it, skip back or forward, change the speed or download the recording.
  • Translate a conversation. If it's in a different language from yours, click Translate to English (or your language). Use the toggle to switch back to the original.
  • Download a conversation. Click Download call, Download chat or Download email at the top right to save it as a text file.