Help Center

Conversations

One inbox for forms, email, texts, WhatsApp, calls and social messages, sorted by who has waited longest.

• Read your conversations inboxOne thread per person across forms, email, texts, WhatsApp, calls and social messages, with whoever has waited longest at the top.
• Filter the inbox and use the contact panelNarrow the inbox by owner, channel, stage, status and search, and see a person's details, notes, tasks, bookings and deal beside the thread.
• Reply by email, text or WhatsAppAnswer a conversation on the channel you choose, and what each channel needs before it can send.
• Assign and close conversationsGive a conversation to a team member, see what is yours under Mine, and close threads you have finished with.
• Use suggested replies in the inboxLet the inbox assistant draft answers for you to check and send, or ask it for a draft on any thread.
• Why a reply didn't arriveRead the status under a sent message and fix the usual reasons an email, text or WhatsApp message never reached the person.
• See leads by waiting time on the dashboardCheck how quickly new leads are being answered, and open anyone who has waited too long.