Conversations

Activity Cards in Conversations Activity Cards in Conversations Summary: Activity Cards offer a consolidated view of important updates, making your experience smoother and providing you with real-time insights. When you

Add Email Snippet Add Email Snippet Summary: To craft a new email snippet, locate the + Add Snippet button situated at the top-right corner of the Snippets tab within the Conversations section of your CRM. Maintaining co

Add Text Snippet Add Text Snippet Summary: How To Build SMS, Facebook, Instagram, & Short Chat Message Snippets Maintaining consistent communication with your customers creates an environment of trust and helps you build

Adding Custom Values & Trigger Links to Messages Adding Custom Values & Trigger Links to Messages Summary: How you can add custom values and trigger links to messages When reaching out to your customers maintaining a per

Analyze Trigger Links Analyze Trigger Links Summary: This guide will walk you through how to access and analyze your trigger link activity, helping you make data-driven decisions to enhance your automation strategy. Effe

Attachments Made Easy in Conversations Attachments Made Easy in Conversations Summary: We're excited to introduce a new feature that makes sharing files easier and more efficient for everyone. Attachments make your commu

Contact Information in Conversations Contact Information in Conversations Summary: This article is going to walk you through everything you need to know about the Slim Panel, a cool tool that helps you manage a contact's

Conversations & WhatsApp Conversations & WhatsApp Summary: WhatsApp Chats in the Conversations view. WhatsApp allows you to communicate with your clients in real-time, the way it works is a mix between SMS and Facebook M

Conversations Overview Conversations Overview Summary: This feature enables you to monitor all inbound and outbound communication, including calls, texts, and emails. For businesses with social media integrations, such a

Create & Use SMS Snippets Create & Use SMS Snippets Summary: How to Create and Utilize SMS Snippets SMS Snippets are pre-written text messages that can be used for various communication needs, saving time and ensuring co

Do Not Disturb Do Not Disturb Summary: DND is also known as "Do Not Disturb". It allows you to remove a contact from one or all communication channels integrated with the CRM. The DND feature is crucial for maintaining c

Finding Call Recordings In Conversations Finding Call Recordings In Conversations Summary: Finding Call Recordings In Conversations Call Recordings aid you and your business in ensuring clarity and customer satisfaction,

How to CC and BBC for email composer How to CC and BBC for email composer Summary: Our email composer has some cool features that help you send emails to different people in a smart way. These features are called CC (Car

How to Manage Bot Status for Individual Contacts How to Manage Bot Status for Individual Contacts Summary: The Conversation AI aids in handling customer interactions but if you need to disable it for an individual this g

How to Schedule a Message in Conversations How to Schedule a Message in Conversations Summary: In this article, we will discuss how to schedule an Email or SMS from the conversation section. Maintaining open communicatio

How to Send a Group SMS How to Send a Group SMS Summary: The Group SMS feature enables seamless engagement with multiple contacts through a single SMS conversation. The Group SMS feature enables seamless engagement with

How to Send an Email How to Send an Email Summary: How to send an email To send an email to a client, first ensure that the appropriate conversation is open. Next, locate and click the Email button situated at the bottom

How To Send An SMS How To Send An SMS Summary: Conversations are a great way to communicate with a contact. The great news is that no matter how you communicate with the contact, all of your conversations will be in one

How To use Conversation Filters & Bulk Actions Overview How To use Conversation Filters & Bulk Actions Overview Summary: These handy tools will help you organize and handle your messages more effectively. In the Conversa

How to Use Snippets for WhatsApp Messaging How to Use Snippets for WhatsApp Messaging Summary: With snippets in your messaging toolkit, you’re ready to streamline your WhatsApp communications like a pro. Craft, save, and

How to Use Your Facebook Integration Within Conversations How to Use Your Facebook Integration Within Conversations Summary: This guide will walk you through the process of connecting your Facebook page, managing message

How to View Call Status How to View Call Status Summary: Tracking and checking the Call Status gives you insights into the success of your power dialler and manual calls. The call status is used in workflow triggers and

Instagram Direct Messaging Instagram Direct Messaging Summary: Integrating your Instagram account with your account enables seamless access to incoming Instagram messages directly within the conversation tab. Integrating

Internal Comments in Conversations Internal Comments in Conversations Summary: With internal comments, you can share information, request feedback, review responses, and capture essential updates within the conversation.