Reply to and manage a conversation

Who can do this: Team members with access to Conversations
Where to find it: Apps › Conversations

Reply to clients and keep your inbox organised from the message thread.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Conversations.
2. Select a conversation to open the thread.
3. Write your reply. Thread tools include templates, attachments and AI help.
4. Assign the conversation to a team member, change its status or add tags to keep track of it.

Result

Your reply is sent and the conversation is organised for your team.