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Conversations

Bea

Last Update 8 months ago

The Conversations section serves as a unified communications center, consolidating all interactions with your contacts, including emails, SMS, and other communication channels. This centralized view helps you manage and track all contact communications.

Within Conversations, there are several tabs:

  • Manual Actions: Set up and manage manual tasks such as calls, which are listed as pending, and automatically trigger the next task upon completion.


  • Templates: Create reusable email and SMS templates for your automation campaigns, ensuring consistent messaging and saving time.


  • Trigger Links: Use custom links that trigger specific actions when clicked, automating tasks based on user interactions.

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