Conversation View

From the conversation view - use templates, add attachments, leverage merge fields, schedule messages, generate meetings from Mogli Scheduler, build custom short URLs with Mogli URL, summarize conversations, get a recommendation for your next message, and so much more.

Rich Features at your fingertips 

From the conversation view - use templates, add attachments, leverage merge fields, schedule messages, generate meetings from Mogli Scheduler, build custom short URLs with Mogli URL, summarize conversations, get a recommendation for your next message, and so much more.

Support Customers with Your Full Team

Multiple team members can assist a single client via their contact record and related records, enhancing support and coverage. Mogli allows for team collaboration and ensures continuous client support, rather than relying on a single individual.

Security Compliant & Flexible Visibility

Since Mogli is built on Salesforce, you can leverage the platform’s sharing and visibility rules to set permissions for your text messaging related data.  Allow the right people to see the right messages - however flexible or tight your business processes allow.

Notifications

Users receive notifications inside of Salesforce when an incoming message arrives. These real-time notifications alert users when responses or actions are needed so they can work on other tasks, but still be responsive to incoming messages. Blink, Chime, Push, Text, Email

Manage Conversations

Use filtering tools to find and drill down on relevant conversations had by specific users or within particular records to find the conversations that are most important to you.