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Managing Conversations via the Kayako iOS Mobile App

Overview

Kayako created an app for both Android and iOS so you can stay in touch with your clients and your team, wherever you are. Kayako apps are free and available for both iOS and Android devices. This app allows you to:

This article provides details on how to use the Kayako iOS App for the functions listed above. 

 


Prerequisites

You can download the Kayako App to your iPad or iPhone from the App store.

Once you've installed it on your iPad or iPhone, the app will prompt you to enter your Kayako URL, username, and password.

We also recommend that you go through the following articles first to have a better understanding of the Kayako App features:

If you're an Android user, please refer to the article Managing Conversations via the Kayako Android Mobile App instead.

 

Lastly, to use the Kayako mobile app, you will also need an agent, collaborator, or administrator account to log in with. Now, let us proceed with learning how to use the app. 

 

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Solution

The app has two main sections: Conversations and Settings.

Under Conversations, you will find all of the same views and conversations you are used to seeing on the browser. Tap on a view to see its list of conversations, and tap on a conversation to open it up. 

You can catch up on the conversation's history, send a reply, and update all the normal conversation properties from the sidebar. 

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Disclaimer! All names, company information, and scenarios displayed in the images and examples in this course are fictional and are used for training and presentation purposes only.

 


 

Replying to or Updating a Conversation

Just like with Kayako on the browser, once you have reviewed a conversation and understand the customer's issue, your next step is to draft and send a reply. In the example below, we will reply to and update a support conversation in your inbox.

NOTE: This platform does not support the use of macros as well as adding conversations, users, or organizations. Only Kayako for Android does.

Check out the Replying to or Updating a Conversation in Kayako iOS Mobile App KB article to learn more about this topic.

For more information about sending a response, read our article about replying to support conversations

 


 

Adding a Note to a Conversation

In addition to sending messages, you can also use the Kayako iOS app to leave private notes on a conversation. The process is similar to sending a reply.

Check out the Adding a Note to a Conversation in Kayako iOS Mobile App KB article to learn more about this topic.

For more information about adding a private note, read our article Adding Private Notes to Capture More Context.

 


 

Trashing Conversations

Spam, newsletters, and other automated messages will sometimes end up cluttering your inbox. But you do not need to wait until you are back at your desk to clear out unwanted conversations. You can trash a conversation either directly from a view or from within the conversation itself. 

Check out the Trashing Conversations in Kayako iOS Mobile App KB article to learn more about this topic.

 

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Testing

Download the Kayako Mobile App for iOS and click the link of the article to get the steps for each solution above.

 

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