Introducing the Slim Panel in Conversations—a sleek, streamlined addition on the right side of your screen, designed for effortless navigation and centralized access to key information. This panel can be expanded or collapsed as needed, giving you full control over how you engage with essential data and features.
With just one click, you can seamlessly switch between “Contact,” “Appointments,” and “Opportunity” views, tailoring your experience to your needs. No more switching between multiple modules—everything you need is now right within Conversations.
This enhancement is all about accessibility and efficiency. By refining the user experience, we’ve made information easier to find, interactions smoother, and workflows more intuitive—empowering you to stay productive with minimal effort.
Users can now add, edit, and manage contact details seamlessly, covering everything from name, phone number, and email, to owner details, tags, campaign associations, and the all-important DND (Do Not Disturb) settings. It’s a one-stop-shop for keeping your contact database up-to-date without missing any ongoing conversation.
Users can now effortlessly book new appointments, view both upcoming and past appointments, and even reschedule them—all from the Right Panel. No more cumbersome navigation through multiple screens. With this feature, you can stay on top of your schedule.
Users can create new opportunities, view all existing opportunities associated with a contact, and seamlessly edit opportunity details, all within a single, centralized location
These cards put everything at your fingertips, allowing you to respond, update, and handle opportunities, appointments, contact preferences, and invoices—all without the frustration of switching between screens. The outcome? A smoother, more efficient, and seamless user experience. Option 1 – Opportunities Activity cards instantly update whenever a new opportunity is created, modified, or removed. This […]
The Quick Replies feature allows users to set up predefined response prompts for messages on Facebook and Instagram, streamlining communication for quicker and more efficient interactions. It’s particularly beneficial for businesses that handle frequent inquiries, helping them respond instantly and keep customers engaged. Setting Up Quick Replies: Note: Channel-Specific Conditions:
The Group Chat for SMS feature enables you to create a group and send text messages to multiple contacts within a single conversation. It’s an ideal solution for businesses that need to keep multiple stakeholders in the loop simultaneously, such as real estate agents managing communication with multiple clients. This document covers: Requirements to use […]
The Internal Comments feature lets users leave private notes within conversations, fostering seamless collaboration and communication while keeping discussions confidential and hidden from contacts. How to Use Internal Comments: Adding Internal Comments: During a conversation, select the Internal Comment option within the composer. Type your comment and, if needed, tag users by entering @ followed […]
How to select a phone number for sending SMS 1. Navigate to the Conversations module and open the message composer. Click on the SMS tab to start composing your message. 2. Locate the From number dropdown and click the dropdown to view available phone numbers. 3.When you click the dropdown, you’ll see a list of […]
What are Snippets? Snippets are pre-designed message templates for text or email that enable teams to deliver consistent communication. By using Snippets, you can streamline the process of sending repetitive messages, guaranteeing both accuracy and a consistent brand voice in every exchange. These templates can be easily inserted into conversations, enhancing the speed and efficiency […]
Instagram DM – Action: The Instagram DM workflow action enables you to send a direct message to a contact, provided they have messaged a connected Instagram page within the past 24 hours before reaching this event for the message to be successfully delivered. You can choose from available templates or create your own message. Additionally, […]
By utilizing this workflow action, you can log external calls made through third-party calling tools into the CRM. This helps centralize all your communication data, improving tracking and management. Additionally, you can upload call recordings, which will be accessible in the Conversations section of the contact. How to use this action? This action can be […]
Q. What attachment types are supported in Conversations? A: Conversations supports the following attachment types: .pdf, .docx, .doc, .csv, .xlsx, .xls, .txt, .jpg, .jpeg, .png, .gif, .svg, .mp4, .mpeg, .mp3, .wav, .wave, .aiff, .aif, .aifc, .gsm, .ulaw, .vcf, .vcard, .pptx Q: Why am I receiving an incomplete delivery error email from Gmail when I use […]