Conversations
Conversations: Comprehensive Configuration Guide
5 min read•Updated 3 days ago
Centralize all client communications—emails, SMS, phone calls, and social media messages—into one unified inbox.
Overview
Centralize all client communications—emails, SMS, phone calls, and social media messages—into one unified inbox.
Step-by-step Guide for Conversations
To configure Conversations in AI4B:
• Navigate to the relevant module from the left CRM navigation sidebar.
• Click the Settings gear or "+ New" action button.
• Fill out the required parameters and verify all webhooks/integrations.
• Test the implementation using the preview simulator or a test contact record.
Frequently Asked Questions
Is Conversations included across all AI4B subaccounts?
Yes, Conversations is available in every enabled subaccount with role-based permissions managed by your agency administrator.
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