What is the Conversations Tab?
The Conversations tab is your centralized hub for communicating with leads and customers. You can send and receive:
✅ Text messages (SMS & WhatsApp)
✅ Emails
✅ Phone calls & voicemails
✅ Facebook & Instagram messages
✅ Google messages & live chat
Everything is tracked in one thread so you never lose context!
Navigating the Conversations Tab
When you open the Conversations tab, you’ll see three main sections:
1️⃣ Left Column: Message List & Filters
📌 See all conversations at a glance (unread messages are highlighted).
📌 Filter messages by type (inbound, outbound, unread, assigned users, etc.).
📌 Choose specific channels (SMS, email, calls, WhatsApp, etc.).
💡 Tip: Click the star icon ⭐ to save important conversations for later!
2️⃣ Middle Column: Active Conversation Window
📩 View full message history with a contact.
✍️ Reply via any available channel (SMS, email, etc.).
📎 Attach files, send emojis, or use pre-written snippets.
💳 Request payments directly from the conversation!
⏳ Schedule messages to send later.
💡 Internal Comments: Leave private notes for your team that customers won’t see.
3️⃣ Right Column: Contact Details & Actions
👤 View contact info (email, phone, tags, etc.)
🔄 Check automations they’re in (in case they got added to the wrong workflow).
🔕 DND (Do Not Disturb) settings – Stop unwanted messages/calls.
📅 Book appointments, update deals, create tasks & notes without leaving the page.
💡 Tip: Need to block a spammy contact? Mark them as "DND Inbound" to stop all messages from them! 🚫
Why the Conversations Tab is a Game-Changer
🚀 See & manage all customer communication in one screen.
🚀 No more switching between apps for emails, texts, or calls.
🚀 Faster response times = better customer relationships.
🎯 Next Steps:
🔹 Watch our deep-dive tutorials on snippets, trigger links, and automation.
🔹 Start using the Conversations tab to streamline your customer interactions.