Utilizing Conversation Widgets on Your Dashboard The Importance of the Conversations Widget for Your Business Enhanced Insight: Gain immediate access to key metrics related to unread messages, allowing you to prioritize responses and ensure

The Importance of the Conversations Widget for Your Business

• Enhanced Insight: Gain immediate access to key metrics related to unread messages, allowing you to prioritize responses and ensure that no crucial communication is overlooked.

• Active Client Engagement: By keeping an eye on unread messages in real-time, your business can swiftly respond to client inquiries and leads, supporting a more active approach to customer engagement.

• Streamlined Communication: This widget simplifies the tracking of unread messages, improving time management and boosting your team's productivity.

Steps to Implement the Conversations Widget on Your Dashboard

To enhance your communication management process, follow these steps to add and utilize the Conversations Widget on your dashboard:

1. Navigate to the Dashboard: Begin by selecting the dashboard from the left-side navigation menu.

2. Edit Your Dashboard: Click on the "Edit Dashboard" icon to begin customizing your dashboard.

3. Add a New Widget: Select the “+Add Widget” button to explore and add available widgets.

4. Choose Conversations Widgets: From the list, select the Conversations Widgets to add them to your dashboard.

5. Customize Your Display: After adding, the widgets will appear on your Dashboard, providing you with a quick view of unread messages.

By incorporating these widgets into your dashboard, you’ll have a clear overview of your communication channels, facilitating more efficient and effective client interactions.

Troubleshooting and Frequently Asked Questions

• What if the Conversations Widget isn’t showing any data?
  Ensure that there are active conversations in your CRM. If the problem continues, check your dashboard settings or reach out to support for help.

• Can I choose which messages are displayed in the Conversations Widget?
  At this time, the widget shows all unread messages automatically. Customization options may change with future CRM platform updates.

• How frequently is the data in the Conversations Widget refreshed?
  The widget updates in real-time, so you always have the latest information on unread messages.