Communications
Conversations, tickets, email, text, calls and safety.
Connect an inbox, send and sort email from Nova.
Text messages
Text customers from Nova and keep the conversations tidy.
Calls
Calls, voicemails, recordings and live call handling.
Tickets
Customer requests tracked to resolution.
- Block a spam caller or texter
Use the Blocked Senders list to block or unblock a phone number's texts and calls, mark it as spam or not spam, and see the history behind the decision.
- Find a conversation across email, text and calls
Search one list of every email thread, text conversation and call with a customer, filter it by channel or state, and open the one you need.
- Read and reply from a conversation's timeline
Open one conversation to see its texts, emails, calls, recordings and voicemails in one timeline, link it to a customer, and text, email or call them back from the same page.
- Reply to a Facebook or Instagram message
Open the Social inbox, find a direct message from Facebook, Instagram or another connected social account, reply with text or a file, and link the sender to a customer.
- Set up spam protection for calls and texts
Decide how Nova treats suspicious callers and texters, which reputation lists it checks, whether it shares reports, and review the numbers it has flagged.
- Use the Communications overview
Open the Communications overview to look up a customer, start an email, text or call, and see how many messages need a reply or are waiting on you.
- Work the conversations assigned to you
Use the Communications Workflow page to see the texts, emails, calls and voicemails you own or follow, then assign, claim, mute, snooze or hand them off in bulk.
- Connect a Microsoft 365 shared mailbox
Connect a shared mailbox such as support@ or info@ through the sign-in of someone who is a member of it. The mailbox needs no password or licence of its own.
- Connect a Microsoft inbox
Connect an Outlook.com, Hotmail, Live or Microsoft 365 mailbox so its email shows up in Nova. Name the mailbox, answer one question about your administrator, then sign in at Microsoft as the mailbox.
- Finish a Microsoft sign-in that asks for two-step verification
What to do when Microsoft wants a second verification step, such as an app code or security key, before Nova can be connected to a mailbox.
- Fix a Microsoft account problem when connecting an inbox
What to check when the Microsoft account itself stops a mailbox connection, such as the wrong account, a disabled or locked account, an expired password, or no mailbox.
- Fix a Microsoft sign-in blocked by security rules
What to do when Microsoft blocks the sign-in for a mailbox connection because of your company's conditional access, device or location rules.
- Fix an inbox that stopped syncing
Read the status badge on an inbox card, tell Sync stopped from Needs reconnecting, and use Try again, Reconnect or Force resync to get mail arriving in Nova again.
- Get administrator approval for a Microsoft inbox
What to do when Nova asks whether you are the Microsoft 365 administrator, how to approve Nova yourself or send the request to the person who is, and what they see.
- Read, reply to and sort your email
Move between mailboxes and folders, search and filter messages, reply or forward, and archive, star, snooze, file or link a message to a customer's account.
- Report a Microsoft app setup problem
What the Microsoft app configuration error means when connecting an inbox, what to try once, and what to send to support so it can be fixed.
- Send an email from Nova
Write a new email from a connected mailbox, add recipients, a subject, attachments and a template, then send it or save it as a draft.
- Create an account from a text conversation
Review names, phone numbers, email addresses and work addresses from a text conversation, then create or link the customer account.
- Link a text conversation to the right contact and set who owns it
Open a text conversation's details to link the number to a contact and account, add people to a group text, pause alerts, choose how replies are sent, hand it to a teammate and leave internal notes.
- Send a text message
Start a text to a customer or a group from the Text page, pick the line it sends from, attach a photo or PDF, schedule it, and send it.
- Star, file, pause or block a text conversation
Keep the text inbox tidy by starring, coloring, filing, pausing alerts on, archiving, trashing or blocking a conversation, and search inside it or across all of them.
- Star, save or check the delivery of a text message
Open one text conversation, then star a message for the team, save it for yourself, copy it, file its photos, react to it, or see when it was sent, delivered and read.
- Assign, note and follow up on a call
From one call's detail, hand the call to a teammate, leave an internal note, move its follow-up through Start, Waiting, Escalate and Resolve, and act on what NovaAI suggests.
- Check how NovaAI for calls is running
Use NovaAI Ops to see whether NovaAI for calls is ready, what it has cost and how busy it has been over the last 30 days, for the whole organization or one phone line.
- Review and approve what NovaAI suggests after a call
Open a call's NovaAI review to read the summary and what was said, then approve, reject or carry out each change NovaAI suggests, and undo one that already ran.
- Review calls, voicemails and recordings
Find a call on the Calls Desk, listen to its recording or voicemail, read the transcript, link the caller to a customer, and call them back.
- Transfer, take over or coach a live call
Watch the calls in progress right now, bring a teammate in, transfer a caller, send them to voicemail or a callback, change who owns the call, and listen in or coach.
- Assign, prioritize and resolve a ticket
Find a ticket in the queue, take it or hand it off, change its queue, status and priority, add internal notes, and mark it waiting or resolved.
- Create a ticket
Start a support ticket by hand, choose its queue and request type, set the priority, and leave a kickoff note for the team.
- Reply to a ticket
Write a reply to the customer from a ticket, save it as a draft, attach files, and send it without stepping on a teammate who is already replying.