Overview

Creating a new outreach in Chatavise allows you to start a conversation with a contact — whether they're new or already in your system. You can send a text message directly or assign a workflow to automate follow-up communication. This feature is accessible from any page within Chatavise, making it easy to reach out to contacts whenever you need to.

Opening the New Outreach Modal

To start a new outreach:

  1. Look for the New Outreach button at the bottom of the screen — it's available on every page in Chatavise.
  2. Click the button to open the New Outreach modal.

Entering Contact Information

In the New Outreach modal, you'll enter the contact's details:

  • Location — If you have multiple locations, select the appropriate one from the dropdown.
  • Phone Number — Required. Enter the contact's phone number.
  • First Name — Required. Enter the contact's first name.
  • Last Name — Optional. Enter the contact's last name if available.
  • Email — Optional. Add an email address if you'd like to include it.

At minimum, you need a phone number and first name to create an outreach.

Sending a Text Message

To send a text message as part of your outreach:

  1. Select your sender phone number from the dropdown. If you have multiple phone lines under a location, choose which one you want to use.
  2. Type your message in the text area.
  3. Optionally, click Select Template to use a pre-written message template (for example, an appointment reminder).
  4. Click Send to deliver the message.

Once sent, the outreach starts a new chat thread that you can view in the Chats page.

Assigning a Workflow Instead

If you'd prefer to automate follow-up communication, you can assign a workflow to the contact instead of sending a manual text.

  1. In the New Outreach modal, click Assign a Workflow.
  2. Select the workflow you want to use from the dropdown — for example, a "Reviews Nurture" workflow that sends emails and assigns contacts to other workflows.
  3. Click Send to assign the workflow to the contact.

The contact will immediately be enrolled in the selected workflow, and all configured actions will begin running automatically.

Need Help?

If you have questions about creating outreach or need assistance with workflows:

  • Click your profile in the side menu and select Get Help.
  • Browse support articles or click Contact Us to submit a question.

The Chatavise team is happy to help you get started.