Automotive - Re-initiating a Container with a Customer (if an automated container has Expired or manually Terminated).

There are two simple ways that a container can be re-initiated if you still need documents or information from a customer.

1. The Remote User can send their automated URL (SMD) to the customer again with the request for needed information.

2. A Manager/Botdoc User can initiate a new container from inside the Conversations Dashboard.

The Remote User can send their automated URL (SMD) to the customer again with the request for needed information.

If more documents/info need to be received from the customer, one way that can be handled (if their container has expired or been terminated) is to simply have the salesperson/Remote User send them their remote URL (SMD) again via text message.

Because the cookie is saved on their phone when the customer engages with the URL again it will start a fresh container on their end to upload documents, then it will come back to the existing Conversation for that customer on the User’s End.

A Manager/Botdoc User can initiate a new container from inside the Conversations Dashboard.

If more documents/info need to be received from the customer, another way that can be handled (if their container has expired or been terminated) is to re-initiate from the Botdoc User side of the Conversation.

Simply access the Conversation of the customer you would like to re-initiate. On the right-hand side, there is a box for “Participants” which shows the customer’s name.

 Next to the Customer name you will see three small dots. If you click there you'll see an option to “Edit Participant” or “Delete Participant”. Select “Edit Participant”. 

Within the next box that opens you can add any additional info, in this case, contact info. Once you've added the necessary contact info you can then click “Save” at the bottom left of the box.

(Optional) Before you Open/Send a new container, you can also scroll to the bottom on the left-hand sidebar to “Conversation Settings”. There, you can change the Email subject, Email Body Text, or SMS Text Body to reflect what you'd like the customer to receive when they are notified.

Once you have your Customers Contact info saved (and the conversation settings edited to your liking), on the right sidebar you can then click “Start a New Conversation” and the customer will be notified for the container.

Lastly, type a new chat message or send a new Pull to the container for the Customer to upload to, and you're good to go!