Conversations
64 articles
3 min read
Conversations Overview
In this tutorial, we’ll provide an overview of the Conversations section of your menu. Read on to learn how to navigate through this section.
1 min read
Checking Conversation Message Details
All messages in your Conversations section have a vertical navigation menu. (The three dots menu dropdown will appear when you hover over a message.) Select “Details” from the…
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Using Filters and Bulk Actions in Conversations
Organizing your messages is easier than ever with Bulk Actions and Filters in Conversations. In this article, you’ll learn what you can do in the Conversations tab to ensure…
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How to Schedule Emails and SMS
This Article goes over the schedule an email & SMS feature on the conversation page. Schedule messages (Email & SMS) for different time zones, view them on your conversation…
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Set Up a Contact Engagement Score
Build a score profile that adds or subtracts points for contact activity, then sort and filter Conversations by score.
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Activity Cards in Conversations
See updates about opportunities, appointments, Do Not Disturb, and invoices right in the conversation, and act on them without leaving the inbox.
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Conversation Views: Save Your Filters
Save the conversation filters you use most as views, like unassigned or high-priority chats, and switch between them in one click.
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Create and Use Snippets in Conversations
Save reusable text and email messages as snippets, organize them in folders, and insert them into any conversation.
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Conversations FAQs
Supported attachment types in Conversations, and why Gmail may send a "Delivery incomplete" notice when you use BCC with a synced inbox.
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Conversation SLA Workflow Triggers and Permissions
Run workflows when a conversation's SLA is due soon, overdue, or dismissed, and choose who can dismiss SLAs.
2 min read
TikTok Messaging and Comment Automation
Auto-reply to TikTok comments and direct messages with workflows, using comment triggers, Customer Replied, and the TikTok Interactive Messenger action.
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View Form Submissions in Conversations
Turn on Create Conversation on Submission so form responses show in the contact's conversation, then review and reply in one place.
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Use CC and BCC in the Email Composer
Add CC and BCC recipients when you send or reply to emails from Conversations.
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Send WhatsApp Media Messages with Captions
Send images, videos, audio, and documents over WhatsApp from Conversations, add captions, and save media to the contact's documents.
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Set Up and Track Conversation SLAs
Set response-time targets for your inbox, choose whether automated and AI replies count, and see SLA timers on every conversation.
2 min read
Track SLA Performance in Conversations
Use the SLA Performance dashboard to see how often your team replies on time, broken down by user and channel.
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Conversation Filters, Bulk Actions, and Sorting
Filter your inbox with quick filters, sort by time, star conversations, and update up to 100 conversations at once.
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MM Lite Banner in Conversations
Eligible WhatsApp accounts see a banner above the message box to switch to MM Lite for marketing messages. Here's what it means and how to switch.
3 min read
Meta Marketing Messages on Messenger
Send paid promotional Messenger messages to contacts who opted in: connect Meta, collect opt-ins with a workflow, handle opt-outs, and run campaigns.
2 min read
Email Preference Management
Let contacts choose which types of email they get: create preference types, add a preferences link to your footer, assign types to campaigns, and track changes.
1 min read
Choose the SMS From and To Numbers
Pick which of your numbers sends an SMS and which of a contact's numbers receives it, and learn how the sender is chosen automatically.
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Web Chat in Conversations
Chat with website visitors in real time from Conversations: create a live chat widget, install it, and manage chats in your inbox.
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Why Calls or Messages Show Incorrectly in Conversations
Fix wrong timestamps, activity on the wrong contact, and missing or duplicate calls and messages in Conversations.
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Managing Conversations Quick Start Guide
Find, organize, and reply to messages, schedule follow-ups, and update contact records from one inbox.
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Chat Widget Spam Protection
Turn on bot detection to stop spam bots from sending messages and creating fake contacts through your chat widget.
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Set Up a Live Chat Widget
Create a live chat widget and add it to your website or funnel with the embed code or straight from the site settings.
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Two-Way Email Sync for Outlook
Connect your Outlook account so emails sync both ways between Outlook and FunnelStreams.
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Create and Use Text and Email Snippets
Save messages you send often as snippets and reuse them in conversations and workflows.
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Create an Embedded Live Chat Widget
Place live chat inside your page content instead of a floating bubble, on funnels, websites, landing pages, or custom HTML.
2 min read
Mixed Use Case in the Pre-Built A2P Chat Widget Flow
Register an SMS campaign that sends both marketing and informational texts using the pre-built chat widget, with separate consent for each.
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Pre-Built A2P Campaign Registration with a Chat Widget
Register an SMS campaign with a guided flow that builds a compliant chat widget and locked consent wording for you.
3 min read
Send Forms Through WhatsApp Flows
Turn one of your forms into a WhatsApp Flow so customers can fill it in without leaving WhatsApp, then send it from Conversations, a workflow, or bulk actions.
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Connect WhatsApp to Your Account
Connect your existing WhatsApp Business app (coexistence) or a new number, import contacts and chat history, and disconnect coexistence when needed.
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Choose Your WhatsApp Sender Number in Conversations
Pick which connected WhatsApp number sends your message, and understand when the number is pre-selected, locked, or needs a template.
1 min read
Use the WhatsApp Template Library
Start WhatsApp templates from ready-made content, filter by category, industry, and language, customize them, and submit them to Meta.
2 min read
Create a WhatsApp Template
Build a WhatsApp template with the right category, numbered variables, sample values, and buttons, then submit, edit, or clone it.
1 min read
WhatsApp Verification Code Not Received
Why you might not get the one-time code when connecting a WhatsApp number, how to check if the number is already on WhatsApp, and how to fix it.
1 min read
Request a Phone Number from WhatsApp Username Contacts
Ask customers who message you by WhatsApp username to share their phone number, using a template button or a workflow action.
1 min read
MM Lite Explained: Smarter WhatsApp Marketing Delivery
What WhatsApp Marketing Messages Lite (MM Lite) is, why it helps your marketing messages get delivered, and how to turn it on.
1 min read
Manage WhatsApp User Permissions
Control who can create, edit, or delete WhatsApp templates and Flows, update the business profile, manage numbers, or disconnect WhatsApp.
1 min read
Add a Marketing Opt-Out Button to WhatsApp Templates
Add a marketing opt-out button to new WhatsApp marketing templates, and follow best practices for a good opt-out experience.
2 min read
WhatsApp Onboarding Options
Choose how to connect WhatsApp: keep your WhatsApp Business app with coexistence, create a new WhatsApp Business account, or move from another provider.
4 min read
Troubleshoot WhatsApp Coexistence Signup
Fix common WhatsApp coexistence errors, from ineligible numbers and missing QR codes to stuck syncs, partner conflicts, and Meta error codes.
2 min read
WhatsApp Calling
Make and receive WhatsApp voice calls in FunnelStreams: requirements, setup, call permissions, and where team members' calls ring.
1 min read
WhatsApp Call Recording and Transcripts
Record WhatsApp calls and get automatic transcripts in the contact's conversation, with playback controls and a choice of language.
1 min read
WhatsApp Error: Message Failed to Maintain Healthy Ecosystem Engagement
Why Meta blocks some WhatsApp marketing messages with the "healthy ecosystem engagement" error, and how to improve delivery.
1 min read
WhatsApp Error 132000: Number of Parameters Doesn't Match
Fix WhatsApp error #132000 by making sure every variable in your template gets a value when you send it.
2 min read
WhatsApp FAQs
Answers to common questions about WhatsApp numbers, coexistence, data backups, business verification, and delivery limits.
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WhatsApp Limited-Time Offer Templates
Create WhatsApp marketing templates with an expiration date, countdown timer, and one-tap Copy Code button for time-limited offers.
3 min read
WhatsApp Media Card Carousel Templates with Trigger Links
Send WhatsApp messages with up to 10 scrollable image or video cards, track button clicks with trigger links, and automate follow-ups.
1 min read
WhatsApp Setup Error: Payment Method Already Exists
Fix the "create a new WhatsApp Business Account since a payment method already exists" error by creating a new WhatsApp Business account in Meta.
2 min read
WhatsApp Quality Rating and Messaging Limits
How WhatsApp rates your messaging quality, how daily messaging limits and tiers work, what happens when your rating drops, and how to recover.
1 min read
WhatsApp Template Builder and Dynamic Media URLs
Build WhatsApp templates on one page with a live phone preview, and use custom fields in media headers to send each contact their own file or image.
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WhatsApp Template Error: Content Being Deleted, Try Again in 4 Weeks
Why Meta won't let you add new content in a language you just deleted from a template, and how to get around it.
1 min read
WhatsApp Template Error: Body Parameter Contains URL
Fix the "body: Parameter at index contains URL" error by putting the link in the template body or a website button instead of a variable.
2 min read
WhatsApp Template Statuses and Best Practices
Understand WhatsApp template review, the variable checks, common rejection reasons, and what each template status means.
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WhatsApp Setup Error: Unsupported Currency
Why WhatsApp setup fails when your WhatsApp Business account uses a currency other than USD or INR, and how to fix it.
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WhatsApp: Unsupported Message Type
Why some WhatsApp messages show as unsupported in Conversations, which message types work, and what to do (error 131051).
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WhatsApp Error: Business Account Is Restricted from Messaging Users in This Country
Why WhatsApp blocks some cross-country messages to and from Brazil and Indonesia, what still works, and your options.
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WhatsApp Error: Unable to Send Text Due to Invalid Parameter
Fix the WhatsApp "invalid parameter" error that appears when the From and To numbers are the same.
1 min read
WhatsApp Error: Maximum Number of Phone Numbers Linked
Fix "You have already linked the maximum number of phone numbers allowed for this Business Account" by freeing up a number or requesting more in Meta.
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WhatsApp Error: Your WhatsApp Business Account Is Locked
What to do when Meta locks your WhatsApp Business account: appeal in Account Quality, send the right documents, and avoid future blocks.
1 min read
WhatsApp Error: This Phone Number Is Already Registered to a WhatsApp Account
Fix the "already registered to a WhatsApp account" error by releasing the number from the WhatsApp app or another provider, then trying again.
2 min read
Why a WhatsApp Display Name Is Declined
Common reasons Meta declines WhatsApp Business display names, how to choose a name that gets approved, and how to change it.