With the new Weave experience, you can communicate with customers, see call history, and more within a browser on your computer or a new desktop app.
Enable the New Weave Experience
Open the Weave Portal and click on your user icon in the top right corner. In the blue "Try our new web app experience" box, click Try it out.
After you enable the new web experience, click Download Weave App in the top left corner of the Weave Portal, and within the pink "The New Weave App Experience is Here" box, click Download and Try Today to download the new desktop app.
Open the New Weave Experience
- Open the Weave Portal
- Click App at the top left of the page
- Open the new Weave desktop app
- Click App at the top left of the app
Use the left navigation to get started using Weave.
If applicable, change your location by clicking the current location in the top right corner.
Click the Message icon in the left navigation to see threads with your customers. Use the icons at the top of your inbox to complete bulk actions, filter the threads, or start a new message. The left navigation allows you to see Scheduled, Archived, and Blocked messages.
Right-click on a message with a thread to add a tag.
When responding to a message, click the dropdown next to the send button to schedule the message. Right-click on the message before it has sent to adjust the text, date & time, or save the content. If a customer sends a text before the scheduled message goes out, it will stop the message from being sent.
When your phone is synced with Weave, you can click the Call icon to see your recent calls & access voicemails using the tab at the top of the page. Click the Page icon next to a voicemail to read the transcript and see Call Details. Click Dial Pad in the left navigation to start placing calls.
If you have a Softphone, select the Dial icon at the top of the page to adjust settings, see Parked Calls, and place calls.
Click the Digital Forms icon to check if a form has been submitted in the Inbox, Reviewed, Completed, Sent, and Archived tabs in the left navigation.
Keep track of what customers are saying in Reviews. Use the left navigation to see All, Google, Facebook, or Private reviews. Click on a review to start responding.
Check contact information or create a contact by clicking the Contacts icon in the left nav and filtering by All, Active, or Inactive. Click on any contact to see their information and history, and start a call, message, or send digital forms. Select Lists to view customers that have been added to your Collections, Overdue Patients, and Birthdays lists.
Learn more about your office communications through Analytics. Use the left navigation to see the Overview, Practice, Auto Recall, Phone, and Messaging Analytics. Click See More or the Analtyics Info icon in the top right corner of any analytics tile to dive into the data.
In the top right corner, click the Team Chat icon to open messages between your team members. The + icon allows you to start new Direct Messages or Group Chats.
Within the Messages or Calls tab, click the Settings icon in the bottom left corner to:
- Create and manage tags
- Create and manage templates