Conversations Overview▶️

In this section, you can effectively manage and stay connected with leads, clients, and prospects through messages and emails. This feature enables you to monitor all inbound and outbound communication, including calls, texts, and emails. For businesses with social media integrations, such as Facebook, WhatsApp, or Google My Business, this platform consolidates your communications into a single interface.

✍️Note: Access to certain components may vary based on user permissions.

Conversation Type #

Select the desired view for your conversations using the filter bar at the top left, with options including Unread, Recent, Starred, or All Conversations.

• Unread Tab: Displays incoming and marked unread messages that require attention.
• Recent Tab: Shows recent interactions to ensure timely follow-up.
• Starred Tab: Access conversations marked as important.
• All Tab: Provides a comprehensive list of all conversations. Scroll through or use the search bar to find specific interactions.

Search Bar #

Utilize the Search Bar to quickly locate conversations by entering their name or an identifier such as their email address or phone number

Filters #

Apply a quick filter to tailor your view according to your current needs or priorities, making it easier to manage and respond to different types of conversations efficiently.

Create a New Message #

Reach out to existing contacts or leads by sending a new message, whether it be through SMS, email, or other integrated messaging channels. This is useful for following up, sending reminders, or initiating new discussions.

Bulk Actions #

Click this box to select all conversations. Apply actions such as marking messages as read/unread, deleting conversations, or starring/unstarring messages in one go, rather than handling each individually.

Sorting #

You can customize how your conversations are displayed by using the sort feature.

Conversation Header #

The Conversation Header provides an overview of your current interaction. It includes:

1. Customer’s Name: Displayed at the top when you select a conversation.
2. Archive/ Unarchive: Manage your conversations by moving inactive chats out of the main view and restoring them when needed.
3. Mark as Starred/Unstarred: Click the Mark as Starred button to highlight important conversations. Click again to unstar the contact.
4. Mark as Read/Unread: Use the Mark as Read button to indicate that a conversation has been reviewed. Click again to mark it as unread, allowing you to track conversations for follow-up.
5. Delete: Remove unnecessary conversations by clicking the delete button. Note that this action is permanent and cannot be undone.
6. Filter: Apply filters to view conversations based on specific communication channels or particular activities within the contact record.

Conversation Log #

The Conversation Log presents a detailed history of exchanges with a specific contact. Messages are organized by source or type and timestamped for easy reference.

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