Conversations · 1 min read
Managing Conversations Quick Start Guide
Conversations is your inbox for every contact. You can message, review history, schedule follow-ups, request payments, book appointments, and update the contact without leaving the page.
Find conversations
Use the views at the top:
- Unread for conversations with new activity.
- Recent for the latest activity.
- Starred for ones you marked as important.
- All for everything.
Search by name, email, or phone, or use filters such as channel or assigned user. To clear filters, open the filter menu and choose Clear Filters.
Manage a conversation
Open a conversation to see messages and activity in order. From there you can archive it, star it, mark it read or unread, delete it, or filter the history by type.
Send a message
- Open the conversation.
- Choose the channel, such as SMS or email.
- Type your message. Add attachments, templates, snippets, or personalization if you need them.
- Click Send, or schedule it for later.
Work on the contact from the inbox
The contact panel beside the conversation lets you edit details, add tags and notes, create tasks, book appointments, and add the contact to a workflow.
Request a payment
Send a payment link from the conversation. Set up your payment provider in Payments first so links can be paid.
Save time
- Templates and snippets store messages you send often.
- Trigger links track clicks and can start workflows.
- Manual actions queue calls and texts for your team to work through from a workflow.