Conversations Overview

In this tutorial, we’ll provide a review of the Conversations section of your menu. Read on to learn how to navigate through this section.

Step 1: Accessing Your Messages.

Click into Conversations from the menu bar on the left side of your dashboard.
In the first column on the left, you’ll see a list of your messages.
You can navigate between unread, recent, and all messages. Unread messages are messages that have not yet been read. Recent will show messages received within the last several days. All will of course be all of your messages.
You can search in the box at the top for a specific message.

Step 2: Viewing Conversation History

When you click into a message, you'll see the conversation history in the center.
You can scroll up and [fetch older messages], depending on the length of history of conversations you've had with the particular contact.

Step 3: Marking unread conversations as read. You have a few options to do this...

You can respond using an SMS or email at the bottom of the conversation history section in the center panel.
In the top right, there’s a button to mark the conversation as read.

Step 4: Viewing Contact Information associated with the conversation

The third panel on the right-hand side, provides a snippet of the contact information for the user that you are interacting with.
You can click the phone button to call the phone number, and you can view their email address.
You can add tags, toggle on or off the DND, and you can also add them to a campaign by clicking the add button under active campaigns.
You can click [Create Opportunity], fill out the appropriate details, and click [Add] to confirm. to create an opportunity for someone you'll go ahead and fill out this information, click [Add], and the opportunity will be added.
By clicking* [Schedule]** you can book an appointment for the user.
Conversations can be completely deleted or archived, using the buttons in this 3rd panel too.


NOTE: If you click the icon in the top right, this will close the message without saving. This will not expand the screen.




This has been an overview of what you can do in the Conversations section. This area will be used for communication with individual contacts, where automation is not sufficient or appropriate.

Updated on: 09/09/2021