Introduction to Conversations
The Conversations section is your unified communication hub where you can manage all interactions with your contacts across multiple channels.
Overview
Conversations brings together calls, text messages, emails, Facebook messages, Instagram DMs, and more into a single, easy-to-navigate inbox.
Key Features
Unified Inbox
- View all conversations in one place
- Filter by channel (SMS, Email, Call, etc.)
- Search across all message history
- See conversation history with each contact
Multi-Channel Communication
Send and receive messages through:
- SMS/Text Messages - Two-way text messaging
- Email - Send and receive emails
- Phone Calls - Make and receive calls with call recording
- Facebook Messenger - Respond to Facebook messages
- Instagram DMs - Manage Instagram direct messages
- Google My Business - Reply to GMB messages
- WhatsApp - Send and receive WhatsApp messages
Conversation Tools
- Snippets - Save and reuse common responses
- Trigger Links - Track when contacts click specific links
- Manual Actions - Add tasks and follow-ups to conversations
- Notes - Add internal notes to conversations
Getting Started
- Navigate to Conversations in the left sidebar
- Click on a conversation to view the full history
- Use the compose area at the bottom to send messages
- Switch channels using the channel selector
Next Steps
- Making Calls - Learn about the phone system
- Using Snippets - Save time with message templates
- Trigger Links - Track engagement with links