Communication Center All Channels in One Place
Manage emails, SMS, WhatsApp and calls from one unified inbox.
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What is the Communication Center?
The Communication Center is your central hub for all customer communication in Tesoro CRM. Instead of switching between Gmail, WhatsApp, SMS and your phone, you see all conversations in one place.
Supported Channels
- Email: Gmail and Outlook via OAuth
- SMS: Via Twilio integration
- WhatsApp: WhatsApp Business API
- Phone: Call history and notes
Key Benefits
- All communication automatically linked to contact
- Complete conversation history per customer
- No missed messages or follow-ups
- Context of all interactions in one view
- Respond faster to customers
Accessing the Communication Center
Navigating to Your Inbox
- Click Communication in the main menu
- Or use keyboard shortcut
Shift+C - You now see the unified inbox
Inbox View
The inbox shows:
- Left sidebar: Conversation list with contact names
- Center: Selected conversation with full history
- Right: Contact details and actions
Inbox Filters
Filter messages by:
- Channel: Email, SMS, WhatsApp, Calls
- Status: Unread, Replied, Follow-up needed
- Assigned: To me, To team, Unassigned
- Date: Today, This week, This month
Unified Conversation View
All Channels in One Thread
When you open a contact, you see all communication chronologically:
- Emails: Complete with subject and content
- SMS: Text messages with timestamp
- WhatsApp: Messages including media
- Calls: Duration, direction (inbound/outbound), notes
Conversation Actions
From any conversation you can:
- Reply: Choose channel (email/SMS/WhatsApp)
- Add tag: Label for categorization
- Assign: To teamlid
- Create task: Follow-up reminder
- Link deal: Connect to sales opportunity
- Add niete: Internal niete (niet visible to customer)
Smart Context
Tesoro automatically shows:
- Linked properties that were discussed
- Open deals with this contact
- Recent activities and interactions
- Contact preferences and tags
Best Practices
nietifications and Alerts
Real-time nietifications
Receive alerts for:
- New message: Email, SMS, WhatsApp incoming
- Contact reply: Response to your message
- Missed call: When customer calls
- Assigned conversation: Team member assigns
nietification Settings
Personalize your nietifications:
- Go to Settings > nietifications
- Choose per channel:
- Desktop push: Browser nietifications
- Email digest: Daily summary
- Mobile push: Via Tesoro app
- Off: No nietifications
- Set Quiet Hours (e.g., 8pm-8am)
- Click Save
nietification Badge
Red badge shows number of unread messages:
- In main menu at Communication
- In browser tab title
- Click to go directly to inbox
Frequently Asked Questions
Can I use the Communication Center on mobile?
Yes, the Tesoro mobile app has full access to the Communication Center. You can read and reply to messages via email, SMS and WhatsApp from your phone.
How long is communication history retained?
All communication is retained indefinitely in Tesoro. You can always scroll back to the very first conversation with a contact.
Can I export conversations?
Yes, open a contact, go to Communication tab, click ... menu and select 'Export to PDF'. This is useful for legal purposes or archiving.
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