Conversations
ConveYour conversations are targeted at managing your business-specific conversations, and without using your personal mobile number. You can keep your work life separate! You also have the ability to block and unblock messages from specific senders - which is helpful for unwanted SPAM messaging!
Admin Users and Guest Users can be added to your account to help manage your account, respond to requests, and manage your contacts.
Key Features in Conversations
Presence feature: Allows you to see other users who are "working" a conversation.
Assign Users to conversations.
Keystroke: Use the keys: [shift + return/enter] to send messages.
Media support for images and video.
Snippet search and quick navigation.
Search by topic or person.
Categorization: Conversations threads are separated by the original sender - for those companies who are using teams.
Additional Features
Use the conversations tool, like you would any other texting app AND ALSO know that you can:
Use snippets to re-use standard replies.
Use placeholders to pull in data from the contact profile, such as their name, location or company name.
View contact information while messaging them.
View the delivery status of sent messages.
Include URL links in text sends that are automatically shortened.
How do I clean up my inbox?
Hover over an older conversation, or one you have responded to.
Click the checkmark on the left to archive the conversation.
Archiving a conversion does not delete the thread. You can always view a conversation with a contact by clicking on the message icon on a contact's profile.
How can I block a number?
If you receive a message that is unwanted and unnecessary, you can block the sender.
When you receive a message that is obviously SPAM...
Click on that contact's context menu on the far right of the conversations dialogue box
Click Block Incoming Messages
And if, for some reason, you blocked this contact by mistake, you can also unblock their messages.
Assigning Conversations to Another Team Member
Assigning conversations to others, allows you to segment your rep conversations to responders. This helps individual responders close out conversation tasks more easily.
This feature is only for an account where "teams" are enabled.
Assigned Conversations are automatically enabled for any account with Teams.
You can assign a conversation to any admin as well as any guest user who has been assigned to a team.
There are two ways to assign users to a conversation.
Hover over the thread on the left side menu and select a conversation. Then click the person icon at the top. A User assignment will pop-up. Select users and click “assign” at the bottom.
2. In the conversation itself, click the person icon to open the assignments popup.
How do I know who is assigned to a conversation?
The initials of each assigned user will appear within the conversation thread menu. You can hover over the initials to get the user’s full name.
Can I un-assign myself (or others) from a conversation?
Yes, follow the same steps you take to assign a user, and then uncheck you or the other user(s) you want to un-assign.
Does the recipient know who is assigned to a conversation?
No, not even within portal messaging.
Can I filter the conversation list to conversations assigned only to me or another user?
Yes! Click on the 3 vertical line, funnel icon on the top of the conversations/threads list.
Use the "assigned" to filter to set your filter.
How will I know if I’ve received another assigned conversation?
There are no email alerts as of yet (2/14/2025).
Assignment changes, however, are done in “real-time” so if your browser is on the conversations page and someone assigns you to a conversation, you will immediately see this change.
If two people are assigned to the same conversation, how do you make sure they don’t accidentally both engage?
ConveYour has a “presence” feature that helps two users avoid talking over each other. When a user is viewing the conversation, the message box shows the user's initials, to avoid mishaps.
Adding Media to Your Conversation
Multimedia enhances your conversation!
Drag and Drop
Add images / pictures to your text, or small video files to your conversation by dragging and dropping the media from your system to the conversations interface.
When you drag a media file to the conversations interface, the screen will darken and you are prompted to "Drop file here!"
This actions opens the media manager, where you can crop and manage the media to add to your conversation.
Conversations Tool Bar
The ^ icon allows you to maximize or minimize the conversation message composing area.
The "camera icon" in the conversations toolbar opens the media manager by Filestack. View options of links, video, and your connected social media accounts, so that you can include media in your message.
Once an image is added, you can crop, encircle, or rotate the image and then click save. Then click "upload" to upload your image to the conversation.
The conversations interface lets you know the attachment is ready - and will be sent along with your next typed message when you click "SEND".
How can I see if my message was delivered?
If you send out a message to numerous recipients, you can also view stats to see who has seen the message and the percentage of views, delivery rates, and bounces, if any.
Is there a way to save and reuse common responses?
Yes! The "clipboard" icon lets you select from your saved snippets, saved text, in order to include oft-repeated information in this message.
The {...} icon will access placeholders and enhance your ability to personalize the message, when sending to multiple persons, or include your fields like "company name" into your message.
Learn More
Snippets: Re-use Frequent Standard Replies
Learn More on Placeholders