Messages and urgent flags

When Reception takes a message, it shows on the Reception screen right away. Urgent ones are flagged so you know what to handle first.

Where messages show

1. Go to Reception. Messages are on the right, newest first, with a count of new ones.
2. Each message shows the caller's name or number, what it's about, when they called, a summary and the Call back number.
3. Urgent messages have an Urgent tag and a red border.
4. Open Transcript to read the whole call. If recordings are on, you can play it too.
5. Click Mark done once you've handled it.

What counts as urgent

Messages about something urgent, an emergency, or money due today are always flagged. To flag more, add your own words in Also treat as urgent (optional), like outage, contract, invoice, and click Save. When a caller says it's urgent, she tells them she's flagging it.

How you're alerted

• While DialSwarm is open, a new message pops up in the portal with a chime and an Open link. Urgent ones show in red.
• Click Turn on desktop alerts at the top of the Reception screen to get a desktop alert when the DialSwarm tab is in the background. This only works while DialSwarm is open in your browser.
• The Dashboard shows new messages, and how many are urgent, under Waiting on you.

Sending messages by email or text is coming. The Send messages to email and And text boxes are marked soon and don't send anything yet.

Still stuck? Talk to a person.