CRM
Conversations
One inbox for every email, text and call, with one conversation per contact and channel.
The inbox
- 1Every email, text and call, one conversation per contact and channel.
- 2A call Ava (Voice AI) answered: the summary.
- 3Who answered, why they called, and whether to follow up.
- 4The transcript, including what Ava did (here: texted the booking link).
- 5Call them back.
On the left, your conversations, newest first, with the number of unread messages. Open one to see everything in it:
- Emails you sent and received, with their delivery status (Sent, Delivered, Opened, Clicked, Bounced…).
- Texts in and out, with delivery status.
- Calls in and out, with their length; recordings and voicemails play right in the conversation.
- Voice AI calls: the summary, why they called, whether to follow up, and the whole transcript (click Transcript to open it). See Voice AI.
Replying
- 1Texts in…
- 2…and out, with delivery status.
- 3Which number it goes out from (when you have several).
- 4Reply by text or by email.
- Choose SMS or Email under the conversation, write, and send.
- With several phone numbers, From picks which one the text goes out from. By default a reply goes from the number the contact wrote to, so the conversation stays on one number.
- Call calls them back; New message at the top starts a conversation with anyone.
Texting in the US
US carriers need A2P 10DLC registration (your brand and how you text) before texts from local US numbers are delivered. Calls work right away. Toll-free numbers need toll-free verification instead.