Understanding Conversations

The Conversations area is your unified inbox for all client communications. Every text message, email, Facebook message, and more appears here in one place.

What You'll Find in Conversations

• SMS/Text Messages: Two-way texting with contacts
• Emails: Inbound and outbound emails
• Facebook Messages: If connected
• Instagram DMs: If connected
• Google Messages: If connected
• Website Chat: Live chat from your website

The Conversations Interface

Left Panel - Conversation List

• All conversations sorted by most recent
• Unread messages highlighted
• Contact name and preview of last message
• Filter options at the top

Right Panel - Message Thread

• Full conversation history with selected contact
• Message composer at the bottom
• Contact info and quick actions at the top

Conversation Status

Conversations can be:

• Unread: New message you haven't viewed (bold)
• Read: You've seen the message
• Starred: Marked as important
• Done: Conversation complete (archived)

Quick Tips

• Click any conversation to view the full thread
• Use keyboard shortcuts for faster navigation
• Star important conversations to find them later
• Mark conversations as "Done" to keep your inbox clean