Using Prokeep

Articles related to the functions of Prokeep such as messaging and managing contacts.

Threads - Inbox Tab
The idea behind the Inbox is that it is shared between everyone at your location. Everyone that is logged into Prokeep will be notified when a new message h...
Wed, 21 Apr, 2021 at 1:34 PM
Threads - Open Tab
Once you claim a thread from the Inbox tab, the message will then be moved down to your Open tab. The Open tab is where you will have a one-to-one conversat...
Wed, 21 Apr, 2021 at 1:35 PM
Threads - Closed Tab
Once you close a thread from the Open tab, the message will then be moved into the Closed tab. The Closed tab is where you will find all closed threads for...
Wed, 21 Apr, 2021 at 1:39 PM
Starting a Thread
Please note, you cannot reopen a closed thread.  To continue a conversation with a customer, simply start a new thread using the directions below.  Once yo...
Wed, 21 Apr, 2021 at 1:40 PM
Single User Routing(Beta)
Single User Routing allows customers' messages to bypass the Shared Inbox and go directly to a designated Account Rep for a specific period of time. If ...
Wed, 21 Apr, 2021 at 1:45 PM
Presence
The Presence feature allows you to see which users are logged in and which users are not. This can be helpful if you are looking to transfer a thread to an...
Wed, 21 Apr, 2021 at 1:48 PM
Switching Between Groups
Prokeep allows a user to switch which groups/location's Inbox they are viewing and messaging from. By default, Administrators have access to all groups/...
Wed, 21 Apr, 2021 at 1:51 PM
Adding a New Contact
To add a new contact to Prokeep, please see the steps below: Log into your Prokeep profile. Click on the plus button under your initials Next, cl...
Wed, 21 Apr, 2021 at 1:53 PM
Editing a Contact
To edit a contact, follow these steps: Log into your Prokeep profile. Click on the Contacts section. Find and click on the the contact you are wa...
Wed, 21 Apr, 2021 at 1:53 PM
Deleting a Contact
To delete contacts, please see the steps below: Log into your Prokeep profile. Go to the Contacts section. Click on the contact that you are want...
Wed, 21 Apr, 2021 at 1:54 PM