“Reach Out First” feature

Published: 3 January 2023

Updated: 8 September 2026

The Reach Out First feature in Umnico is an effective tool for proactive communication with your audience. It allows employees to initiate conversations in messengers with new customers whose details have not yet been added to the Umnico Inbox workspace.

This feature is also essential for setting up automated trigger-based messages directly from your CRM through the built-in Umnico widget. It helps automate customer notifications at key stages of the sales funnel.

To send the first message to a customer from Umnico Inbox, you must first configure an integration with one of the following channels:

WhatsApp
Telegram Personal
MAX
Email
WhatsApp Business API

Sending the First Message from Umnico

To send a new or first message, open the Chats section. In the New, Accepted, and Archive tabs, you will see a notepad-and-pencil icon and the New message button.

After you click the icon, a window will open where you can select the channel you want to use: WhatsApp, Telegram Personal, Messenger MAX, Email, or WhatsApp Business API (WABA).

To reach out first through WhatsApp:

Open the WhatsApp tab.
Select the source account that will be used to send the message.
Enter the recipient's phone number.
Enter the message you want to send to the customer. You can also use emojis and templates or attach files if needed.
Click Send.

Telegram Personal

To reach out first through Telegram Personal:

Open the Telegram tab.
Select the source account that will be used to send the message.
Enter the recipient's phone number or account username.
Enter the message you want to send to the customer. You can also use emojis and templates or attach files if needed.
Click Send.

Messenger MAX

To reach out first through MAX:

Open the MAX tab.
Select the source account that will be used to send the message.
Enter the recipient's phone number.
Enter the message you want to send to the customer. You can also use emojis and templates or attach files if needed.
Click Send.

Email

To reach out first by email:

Open the Email tab.
Select the source email account that will be used to send the message.
Enter the recipient's email address.
Enter the email subject.
Enter the message you want to send to the customer. You can format the text, add headings or quotes, create numbered or bulleted lists, use emojis and templates, and attach files if needed.
Click Send.

WhatsApp Business API (WABA)

To reach out first through WhatsApp Business API:

Open the WABA tab.
Select the source account that will be used to send the message.
Enter the recipient's phone number.
Select the template that will be sent to the customer.
Click Send.

Help & Support

If you still have questions, contact us and we will be happy to help.

To reach Umnico support, click the "Chat with support" bubble in the bottom-right corner of your screen. Or go to the "Help — Chat with support" section in your Personal account.

Chats
Sales pipeline
Cross-channel reply

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