Folder
21 published articles
Staying updated on client interactions is crucial for efficient communication and team collaboration. This guide explores the functionality, benefits, and use cases of Activity Cards to help you streamline your workflow.TABLE OF CONTENTSWhat are…
A consolidated analytics dashboard lets you evaluate all Conversation AI agents from one place. Use filters for date range, channel, and agent to quickly compare outcomes, spot trends, and act faster—without opening each agent…
Conversation Views let you save frequently used conversation filters as reusable views, making it faster to focus on the messages that matter most. You can create views for unassigned conversations, specific channels, tags, or…
Conversations • Snippets • Reusable MessagingCreate and Use Snippets in ConversationsSnippets let teams save reusable text and email content for frequently used messages. They can include supported personalization, helping users respond faster while keeping…
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,…
Conversation SLA workflows let you automate follow-up when a conversation becomes Due Soon, Overdue, or when an SLA is manually dismissed. You can use these events to notify users, reassign conversations, or trigger other…
TikTok Messaging and Comment Automation lets you manage eligible TikTok comments and direct messages through workflows. You can trigger automations when someone comments on a TikTok post or sends a matching direct message, then…
Access form submissions directly in Conversations to review responses and follow up faster without leaving the conversation thread. This article shows how to enable the feature, view individual or all submissions, and filter submission-based…
Our email composer is equipped with the functionality of CC and BCC capabilities, providing a robust emailing experience. This feature allows users to effectively manage their communication by engaging multiple stakeholders in a single…
WhatsApp media messaging lets you send supported images, videos, audio files, and documents directly from Conversations. In the new Conversations experience, you can add captions to WhatsApp media, upload files from the message composer,…
Conversation SLAs (Service Level Agreements) help teams maintain consistent response times and ensure no customer message is missed. This article shows how to setup and track SLAs for Conversations. TABLE OF CONTENTSWhat is a Conversation…
Conversations • Analytics • SLA ReportingHow to Track SLA Performance in ConversationsSLA Performance Reporting helps you understand how consistently your team responds within configured Conversation SLA targets. The dashboard combines SLA compliance, response-time trends,…
The Conversation left panel is a new addition to the Conversations UI, which helps users filter conversations & perform various actions on them.Features:Bulk actions (limited to 100 conversations at a time)You can perform Conversation specific…
Instagram DM - Action:The workflow action Instagram DM allows you to send an Instagram DM to the contact (contact needs to have previously messaged a connected Instagram page no more than 24 hours before…
Mobile • Conversations • WhatsAppMessage WhatsApp Contacts by Username on MobileMessage existing WhatsApp username contacts directly from the mobile app, even when they do not have a phone number on file.What You'll LearnMobile users…
Eligible WhatsApp accounts may see an MMLite adoption banner directly inside Conversations. The banner provides a quick way to start the MMLite setup while managing WhatsApp messages and is designed to help improve messaging…
Preference Management helps you manage email subscription choices at the contact level so each person receives only the types of communication they want. You can create custom preference categories, assign them to campaigns, automatically…
Conversations • SMS • Phone NumbersSelect SMS To and From Numbers in ConversationsThe platform lets you choose both the business phone number that sends an SMS and the contact phone number that receives it.…
Web Chat inside Conversations allows businesses to communicate with website visitors in real time through a website chat widget. Messages sent from the widget appear directly in the Conversations inbox, where teams can manage…
ConversationsWhy Calls or Messages May Appear Incorrectly in ConversationsUnderstand why calls or messages may display with incorrect timestamps, contact associations, or activity details in your Conversations view.What You'll LearnConversations in LeadConnector displays all communication…
