Conversations - Activity Cards
This article introduces Activity Cards, a new feature designed to streamline your interactions on the platform by providing real-time updates on opportunities, appointments, DND settings, and invoices.
Conversations - Attachments
This article introduces a new feature for easy file sharing in conversations, allowing direct uploads and automatic handling of large files for smoother communication.
Conversations - Contact Details
This article guides you on accessing contact details in a CRM, editing them, and utilizing features like creating opportunities and scheduling appointments directly.
Conversations - Do Not Disturb
This article explains how to set and manage Do Not Disturb (DND) settings for contacts in a CRM across various channels like email and SMS.
Conversations - How to CC and BBC for email composer
This article explains the use of CC (Carbon Copy) and BCC (Blind Carbon Copy) in emails, helping you manage who sees the recipients of your messages.
Conversations - How to use Conversation Filters & Bulk Actions Overview
This article explains how to use Conversation Filters and Bulk Actions in the Conversations UI to efficiently manage and organize your messages.
Conversations - Live Chat
This article discusses Live Chat, a real-time communication feature that enhances user engagement on websites by providing customizable and immediate interaction options.
Conversations - Quick Filter
This article explains how to use the Quick Filters button to efficiently manage chats by sorting messages and contacts based on various criteria.
Conversations - Right Panel & Expandable Sidebar
This article provides a guide on accessing and managing contact details in a CRM, including editing contact info, setting DND options, and adding to workflows or campaigns.
Conversations - Sending Messages
This article outlines how to send messages in a CRM, switch communication channels, and manage conversation views for better client engagement.
Conversations
This section outlines how to manage and navigate conversations in your CRM, integrating communication across various channels including emails, calls, and social media platforms.
Conversations - Email & SMS Scheduling
This article explains how to send an email directly within a client conversation on your CRM platform, detailing every step and feature available for composing an effective email.
Conversations - How To Send An SMS
This article guides you on sending an SMS to a client via your CRM's messaging platform, detailing steps for message composition, customization with custom values, and options for immediate or scheduled sending.
Conversations - Finding Call Recordings
This article explains how to listen to call recordings within your CRM by navigating to the contact's conversation timeline, where you can play or download the recordings directly.
Conversations - How to send an email
This guide shows how to send an email through your CRM system, adding custom values, attachments, and links, and managing the sending process including scheduled emails.