Conversations Settings

If you have multiple responders to inbound texts messages and would like implement a systematic way of keeping track of conversations, take a look at this video!

Force Tagging

  • When enabled, users must tag a conversation before closing a message thread.

  • Helps track conversation topics in reports.

Confirm Closing

  • Displays a confirmation prompt before closing one or multiple message threads.

  • Prevents accidental closure of important conversations.

Claim Automatically

  • Assigns a conversation thread to the first person who responds.

  • Useful for distributing a high volume of inbound messages among your team.

Block Reassignment

  • Prevents Guest users from reassigning a conversation thread to another user.

  • Admin users can still reassign threads as needed.