Tag: dashboard

Creating a Widget for every workflow step

To better identify the leads in the step they have reached in the workflow, consider creating a widget for every workflow step.

Creating a widget for every workflow step

On the Dashboard Widgets “Workflow summaries LSR” and “Workflow Summary ASR”, you can see the leads that reached every step of the workflow.

  • From the Dashboard widget “Workflow Summary LSR” / ASR, click on the dynamic number in blue next to the workflow step.Creating a Widget for every workflow step
  • It shows you the leads that have reached that step.
  • Go ahead and save this query / Smartlist.
  • Name it with both the workflow name and the step name. Therefore, you will be able to recognize the leads in it. Example: LSR/New Leads/In-process.

See the Workflow step in a Widget

  • Go to your dashboard and click on the little gear on the top right.
  • Enable the Smartlist that you’ve just created to show as a widget on the Dashboard.
  • Repeat the above for all the steps in your workflows. As a result, you can have a widget for every step of your workflows shown on the Dashboard.

Message Statuses for the Bulk Text Sequences

“Bulk text sequences message statuses” refer to the status updates associated with the delivery and processing of text messages sent as part of a bulk SMS campaign.

These statuses can provide valuable information about the status and count of messages and the success of the campaign.

Where can I see the bulk text sequence message statuses

  • You can see the Bulk text sequence message statuses in the Dashboard Widget “Bulk Sequences”.
  • However, if you can’t see this widget on your dashboard, just enable it from the little gear on the top right of the Dashboard.
  • For an overview of the dashboard, go ahead and click on the help (?) icon next to Dashboard.Bulk Text Sequence Message Statuses

Bulk text sequence message statuses

Bulk text sequence statuses indicate the status of the bulk sequence:

  • Being processed: The system is preparing your Bulk text for delivery.
  • Canceled: This indicates a Bulk text that you have canceled.
  • Done: The system has successfully delivered the Bulk text to all the recipients with a confirmation from the destination carriers.
  • In progress: The Bulk text is on the way and it started to reach the recipients gradually.

The bulk sequence sets itself to completed once all the messages have gone out.

In some cases, some messages get stuck in the “Outbox” because the carrier doesn’t return with a reply. The status of those messages changes to “Delivery unknown” in a few days.

Usually, the standard protocol is to give the carrier a window of 48 hours after the last SMS was sent successfully, before closing the bulk sequence (status done).

Count of messages

The stats column displays the count of messages in different stats, which includes:

  • Error: The texts did go out through our Carrier, but they were not delivered to the lead.
    • You can check the description of the error message in the lead view.
      • In the Bulk Sequence widget, click on the blue number next to “error”; then click on the name of the lead. In the history of interactions, you can see an info bubble next to the error under the text. Hover over it to see the message.
  • In-queue: The messages are in-queue and waiting to be sent out.
  • Outbox: The messages have been sent through aNinja, and the system is awaiting confirmation of success from the destination Carriers.
    • Click on the info bubble next to “outbox”: “Awaiting response from destination carrier”
    • Some destination carriers don’t return a confirmation message.
    • In this case, the status of the sequence remains “in progress” even though the messages went through aNinja.
    • And it will change to “Delivery Unknown” in a few days if we didn’t receive from the Carriers.
  • Sent: The messages were successfully sent out and the destination carriers confirmed delivery success.
  • Deleted_leads_count: This indicates the leads that were part of the initial request but have been deleted since the request was made.

Error type: Unknown error

If a message you sent is not delivered to the end device and returns a 30008 error code, this means that the delivery of your message failed for unknown reasons.

When our carrier receives a very generic error from the destination carrier that he has no further details about, he then associates the message with the error code 30008; letting you know that he truly doesn’t know what caused this error from the provider.

Possible reasons:

  • The phone/device you were sending to is not turned on or can’t receive messages.
  • Or, the phone is roaming or off-network. They cannot guarantee message delivery on roaming phones.
  • Or, the issue is likely device-related. Test sending to other phones who have the same mobile carrier.

We can still contact our Carrier to connect with the destination carriers to ask about the reasons/explanations for the unknown error.

Important!

As per the US country guidelines: https://www.twilio.com/guidelines/us/sms

Gambling content being sent in the US is not allowed.

For reference, here is the documentation for sending MMS: https://support.twilio.com/hc/en-us/articles/223179808-Sending-and-receiving-MMS-messages.

aNinja Centralized Inbox

The aNinja Inbox is a centralized view of all your incoming communication emails, texts, voicemails, missed calls, open tasks, and the chatbot conversations too.

Accessing the Inbox

On the left sidebar, click on Inbox icon.New Centralized Inbox

Inbox activities

You should be able to work exclusively from your aNinja Inbox.

From your Inbox items, you can:

Dynamic Inbox

The Inbox badge in the sidebar dynamically updates to show you how many Inbox items are available.

Concluded Tasks

  • Ultimately, all items of the aNinja centralized inbox should be completed on daily basis. However, if that was not possible, you can report them to the next day. Just toggle all the remaining items of the inbox and click on future in the toolbar.
  • The Inbox badge in the sidebar will show a green checkmark when all your Inbox items are done!

Task Management

  • You can also bulk mark inbox items as done / not done.

  • Answering a Lead from the Lead view (send/reply to an email, or send/reply to text) will automatically mark previous inbox items of the same type (e.g. email/text) as done.
  • Admin users can view inbox items for other team users, as well as filter them by type.

Adding aNinja Chatbot to your WordPress website

No matter whether you’re a growing company or a market leader, aNinja Chatbot helps you communicate better with customers and push your business forward. Adding aNinja Chatbot to your WordPress Website can be done by using a simple Javascript code.

Adding aNinja Chatbot to your WordPress website

For the WordPress websites:

If you can’t see the Headers and Footers plugin in Settings, you just want to install the “insert-headers-and-footers” plugin directory that allows the plugin to appear in Settings.

Where do the Chatbot Conversations appear in aNinja

Now that you’ve added your Chatbot to your website, as a result, after every chatbot conversation, a new lead is created into your aNinja account with the info captured in the conversation.

If the lead closed the chatbot conversation before your reply, your message will appear in a bubble next to the chatbot on the website:

You can see these conversations:

  • In your inbox. Just select “Chatbot” from the All types dropdown.
  • And in your Dashboard widget “Chatbot Conversations”. If you can’t see this widget, just enable it from the little gear on the top right of the dashboard.

Chatbot behavior

The chatbot pop-up gets triggered only for the first user visit to your site. It doesn’t automatically re-pop up on their subsequent visits, mainly because it gets annoying for repeat users. However, they can see that it’s in the bottom right section.

We can customize the following Chatbot behaviors:

  • Exposing the Chatbot initial greeting on every visit
  • Hiding the initial greeting message on page load
  • Delay showing the Chatbot widget for a number of seconds
  • Customizing widget container style to fit on the load page

Send us your request to support@aninja.com and we will implement the changes for you.

aNinja Dashboard

The aNinja dashboard gives you a quick overview and deep view of your aNinja system using Widgets.

 

Overview of your aNinja Dashboard

  • Your dashboard is composed of Widgets. These give you various views into saved results or Smartlists. 
  • Go ahead and click on the help (?) icon next to Dashboard. It redirects you to a short youtube video to get an overview of the dashboard.

Configure Dashboard

  • Click on the gear on the top right side of the dashboard page.
  • Choose to display on the dashboard the widgets that are the most useful for you.aNinja Dashboard