Conversation Actions

Actions Available

Leave a Note

• Track important information about a contact or conversation for your team.

• Notes appear as yellow bubbles in the conversation feed and include the author's name and timestamp.

• The note becomes part of the contact’s history and can be viewed by anyone on your team.

Tutorial: Leaving a Note

Opt Out a Contact

• Ensure the contact no longer receives outbound messages, auto-responses, or broadcasts.

Mute a Contact

• Stop inbound calls and texts from appearing in the inbox or integrated apps, while still logging them for records.

Email a Transcript

• Send a copy of the conversation (with timestamps) to a contact.

Show/Hide Data Events

• Toggle the visibility of informational events, such as conversation status changes or transfer of ownership.

Accessing Notes:

1. In Classic or Compact View:
• Click the pencil compose button in the top-right corner of the conversation window.

1. In Wide View:
• Open the feed, click the three-dot icon in the top-right corner, and select Notes from the dropdown.
 

1. Via Hotkey:
• Press “N” in an open conversation feed to open Notes.

Hotkeys for Notes Actions:

• “N”: Open Notes.

• “I”: Show or hide informational events in the feed.