1
Understanding Conversations
Learn how the conversations inbox works and how to manage client communications.
conversationsinboxbasics
2
Sending Messages & Replies
How to send SMS, emails, and respond to client messages.
sendreplysmsemail
3
Filtering & Organizing Conversations
Keep your inbox organized with filters, tags, and smart views.
filterorganizeinbox
4
Assigning & Transferring Conversations
Route conversations to the right team member.
assigntransferteam
5
Adding Internal Notes
Leave private notes for your team on conversations.
notesinternalteam