Conversations Dashboard

This section offers a centralized hub for managing communications with leads, clients, and prospects via messages and emails. You can effortlessly track all incoming and outgoing communications, including calls, texts, and emails. For businesses integrated with social media platforms like Facebook, WhatsApp, or Google My Business, this tool consolidates all communications into one seamless interface.

✍️Note: Access to certain features may be restricted based on user permissions.

Conversation Categories

At the top left, you can filter your conversations by category—Unread, Recent, Starred, or All—allowing you to tailor your view based on your current needs.

• Unread: Displays messages that have been received but not yet read, helping you focus on what needs your immediate attention.

• Recent: Lists your most recent interactions, ensuring you stay on top of timely follow-ups.

• Starred: Shows conversations you’ve marked as important for quick access.

• All: Provides a full list of all your conversations, which you can scroll through or search within to find specific exchanges.

Search Functionality

Use the Search Bar to swiftly find specific conversations by typing in names, email addresses, or phone numbers associated with the interaction.

Filtering Options

Apply quick filters to refine your view based on your current priorities, making it simpler to manage and respond to different conversation types effectively.

Initiating a New Message

Send a new message to existing contacts or leads via SMS, email, or other connected messaging platforms. This feature is ideal for follow-ups, reminders, or starting new conversations.

Bulk Actions

Select all conversations at once with this option. You can then apply bulk actions like marking messages as read/unread, deleting, or starring/un-starring them, which is more efficient than handling each individually.

Sorting Conversations

You have the flexibility to sort how your conversations are displayed, allowing you to customize your view to suit your workflow.

Conversation Header Details

The Conversation Header gives you a snapshot of the ongoing interaction. Here’s what you’ll find:

• Customer's Name: Shown at the top when you select a conversation.

• Archive/Unarchive: Move inactive chats out of your primary view and restore them when needed.

• Star/Unstar: Mark important conversations with a star for easy access later. Click again to remove the star.

• Read/Unread: Mark conversations as read to indicate they’ve been reviewed, or mark them as unread to flag them for follow-up.

• Delete: Permanently remove unnecessary conversations. Be cautious, as this action cannot be undone.

• Filter: Use filters to view conversations based on specific communication channels or actions within the contact record.

Conversation History

The Conversation Log keeps a detailed record of your interactions with each contact. Messages are categorized by source or type and include timestamps for easy navigation.