What this article helps with: Knowing exactly what Hona writes into CASEpeer and what it reads from it.
Texts become case notes. Every text message to or from a client is saved as its own note on the CASEpeer case. Each note shows whether the message came in or went out, who sent it, who received it, and the message itself. Notes for messages your team or Lia sends also include a link back to the conversation in Hona.
Notifications become case notes. Each notification Hona sends, such as a phase update, drip message, review request or e-signature request, is saved as its own note that starts with the type of event.
Form submissions. When a client submits a form, Hona adds a case note with their answers.
Files. Files clients send by text, upload in a form, or sign through e-signature are added to the CASEpeer case. Hona also adds a short note saying the file was uploaded from Hona. Files larger than 1 GB are not sent.
AI Receptionist calls. When an existing client calls and the AI Receptionist matches the call to their case, Hona adds the call summary to the case as a note.
Client details. Hona brings over the case's client: first name, last name, email, phone and date of birth.
Tasks. Hona reads CASEpeer tasks and can use completed tasks to move a case through phases.
Leads. Hona does not create leads, contacts or cases in CASEpeer. Leads captured by Hona stay in Hona until your team opens the case in CASEpeer.
If you have questions, contact [email protected].