View Conversation Threads in Converse Desk

You can view individual conversation threads and perform multiple actions on them thus ensuring better customer engagement. The Converse Desk helps you view individual messages in the following ways:

  • Message Reply Panel – You can view individual conversations in a separate message reply panel that provides the entire conversation trail. The reply panel is a convenient way of viewing conversation details and performing basic tasks by remaining on the same page.
  • Conversation Details – The Conversation Detail View consists of two panels:
    • The Conversation thread panel in the center
    • The message composer at the bottom.
  • Related Conversations, if any, will appear on the right when selected. You can pin multiple conversation detail views in this manner and easily switch between the different views.

View Message in Reply Panel

  1. Search Conversations using Global or Conversation Filters. The conversation message list appears.
  2. Click the contact name of the conversation recipient. The conversation reply panel appears on the right hand side of the screen.

  3. Click next to the contact name and then click Show All Messages Sent/Received, To/From from the drop-down menu that appears. The reply pane will display all the relevant messages belonging to the selected contact. You can click Reset to revert to the default view.

    3. Click the icons on the top right of the reply panel to perform the following tasks:

    Icon Description
    Click to get a detailed view of a conversation.

    Click to do the following:
    • Assign a conversation to another user. For more details, refer to the section on Assign Conversations.
    • View related conversations
    • Close a conversation
    Click to execute CRM actions on a record. You can do the following:
    • View contacts
    • Edit Contacts
    • Create new task
    • Create an opportunity
    • Create an event
    • Create a Case
    CRM Actions that are made available to you may vary depending on your organizational requirements and the configurations made by your Administrator.

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Important Announcement!

URGENT! Please register the 10-digit business phone number (e.g. 555-555-5555) that your organization uses to send texts to consumers in the U.S. Failure to register may cause heavy penalties and disruption to all your text messaging communications.