Full Video Tutorial:
Contact & Messaging Settings
This is the first page you'll land on after logging in. It allows you to review and edit contact-specific messaging details.
Key Features:
Edit contact name, phone number, birthday, and decedent details
Link to a case in your case management system (Parting Pro, Osiris, SRS, etc.)
Adjust the initial check-in date and message send time
Customize or override message cadence
View and edit automatically generated message previews
Important Tips:
Double-check time zones when setting send times.
Confirm consent is obtained before checking the opt-in box if manually adding a contact.
⚠️Remember:
The time that you have in the DOB and DOD fields are when the messages will be triggered to be sent.
Add Multiple Contacts
Quickly upload multiple families at once through the “Add Contact” form.
Steps:
Click the “Add Contact” button
Fill in the form manually for each contact
Use the “Opt-In Authorized” checkbox only if consent has already been confirmed
Click “Create” to save the contact
If you'd prefer, you can click "Open" on the screen to access a form for another method of entry
Note: If consent hasn’t been received yet, the system will automatically request it.
Add New Contact
Add a single contact manually using the contact form.
Steps:
Select Add Contact
Input name, relationship, and contact details
(Optional) Adjust the date/time for message scheduling
Confirm consent if obtained
Click “Create”
You can repeat this for each family member who should receive Aftercare messages.
All Messages
This view shows every message sent or scheduled for each contact.
Features:
Filter messages by name, delivery status, or direction (inbound/outbound)
Review the full message history for any contact
Monitor delivery status (e.g., “Sent,” “Delivered,” “Undelivered”)
Troubleshooting:
If a message shows as “Undelivered,” give it a moment—sometimes the status takes time to update.
Needs Human Response
Messages flagged for follow-up or manual review will appear here.
Common Examples:
Family asks, “When will my mom be ready for pickup?”
Questions or messages the system can’t answer automatically
Your Role:
Review flagged message
Take the necessary action (e.g., reply, call, update status)
Document what action was taken
Click “Resolve” to close it
This helps Parting Pro improve AI messaging accuracy and effectiveness over time. It also makes sure that messages that require attention are seen and that your families are taken care of.
Send Manual Message
Send one-off texts to opted-in contacts.
How To:
Search for and select a contact
Type your message in the text box
(Optional) Add internal notes for context
Click “Send Message”
Sent messages will appear under “All Messages.”
Account Settings
Update your funeral home’s information and customize your Aftercare message templates.
Features:
Change funeral home name, address, or admin contact info
Customize message templates (timing and content)
Set default message delays based on date of death
Adjust holiday messaging schedules
⚠️ Template Editing Tip:
Do not change or delete the bracketed variables (e.g., [Contact Name] because they’re required for correct message generation.
Dashboard
Overview:
Monitor your Aftercare program performance at a glance.
Metrics Displayed:
% of contacts opted in
Total number of messages sent
AI vs. scheduled message breakdown
Number of inbound messages
Human response queue
List of upcoming scheduled messages
Pro Tip:
Use these metrics to gauge family engagement and identify areas needing attention.