Overview Internal Chat allows users to communicate privately with their sub-account users within the Conversations module. This streamlines discussions and enhances internal collaboration. Unlike contact conversations, internal chats are visible only to participants, ensuring conversations remain private. What's Covered in This Document Inbox Overview How to Start an Internal Chat How to Add Users to an Existing Internal Chat How to Get Notified About Internal Chats Who Has Access to Internal Chats Inbox Overview Once you enable Internal Chat from Labs, a new Inbox panel appears on the left side of the Conversations interface. This panel includes two key inboxes

We are thrilled to introduce a feature that redefines how users interact with our platform—Activity Cards. This innovative addition is your window to a consolidated view of essential updates, designed to streamline your experience and empower you with real-time insights. They empower users to stay up to date on critical changes in real-time. No more delays, or navigating to different modules. The impact is real-time awareness that enhances your decision-making capabilities. TABLE OF CONTENTS 1. Opportunities 2. Appointments 3. Do Not Disturb (DND) DND Attribution in Activity Cards  4. Invoices   These cards bring the action to you. You can

Overview The Quick Replies feature enables users to create predefined response prompts for Facebook and Instagram messages, allowing for faster and more efficient communication. This feature is especially useful for businesses that receive frequent inquiries, enabling them to respond promptly and maintain engagement with customers. Setting Up Quick Replies: Navigate to the automation section in your dashboard, select “Workflows” at the top, and "Create Workflow" or edit an existing one. Set up a trigger, such as a customer comment on a Facebook or Instagram post, and select the specific post if needed. Choose “Reply to comment via DM” or “Reply via DM” under Facebook’s

Group Chat for SMS lets your team message small groups of contacts from a single conversation thread on both desktop and mobile. This article shows you how to use the Group Chat feature to start conversations with multiple clients, team members, or stakeholders so you can communicate faster, clearer, and more effectively. TABLE OF CONTENTS What is Group Chat for SMS? Key Benefits of Group Chat for SMS Requirements to use Group Chats Group Chat Behaviors and Limitations How to Create a Group Chat (Desktop) How to Create a Group Chat (Mobile) Managing Group Chats Frequently Asked Questions Related Articles What

Use Internal Comments and @mentions in HighLevel Conversations to collaborate privately inside a contact thread without exposing notes to the contact. This article defines what internal comments and @mentions are, who can use them, and how to post, search, and notify teammates. TABLE OF CONTENTS What is Internal Comments in Conversations? Key Benefits of Internal Comments in Conversations How to Add Internal Comments in Conversations How to Filter Internal Comments Managing Notifications Frequently Asked Questions Related Articles What is Internal Comments in Conversations? Internal comments are private notes you add to a conversation thread that are never sent to or

Overview: In this article, we will discuss how to select the phone number for sending SMS messages in the Conversations module. This feature gives you flexibility to choose the right number for each message, making your communications more relevant and efficient. Covered in This Article How to select a phone number for sending SMS Role level access to phone numbers How to select a phone number for sending SMS 1. Navigate to the Conversations module and open the message composer. Click on the SMS tab to start composing your message. 2. Locate the From number dropdown and click the dropdown to view available phone

Snippets are a time-saving tool designed to streamline communication by providing reusable pre-crafted text templates. This article guides you through understanding, locating, and using the Snippets feature effectively. It also explains how organizing these templates can enhance efficiency and maintain brand consistency in your messaging. TABLE OF CONTENTS What are Snippets? Benefits Of Using Snippets Where You Can Find Snippets How to Set Up Snippets Organize Snippets into Folders Use Snippets in Conversations User Access & Permissions Frequently Asked Question Related Articles What are Snippets? Snippets are reusable templates for text or email messages, created to help teams maintain consistent

Exciting news! We've rolled out the capability to automatically retain unsent messages in Conversations, allowing you to resume your work seamlessly. Drafts in Conversations save automatically so you can continue working without losing progress. What’s New?  Message drafts in Conversations save automatically. If you start typing and leave before sending, your draft remains available when you return. Internal Comment drafts persist when you switch channels, collapse or expand the composer, or move between conversations. The composer remembers your last selected channel when you collapse These updates help you resume work faster and keep context intact.

Instagram DM - Action: The workflow action Instagram DM allows you to send an Instagram DM to the contact (contact needs to have previously messaged a connected Instagram page no more than 24 hours before arriving at this event in order for the message to successfully deliver) You can select from pre existing templates or even right your own message.You also have the ability to attach files. Click on "Add attachment" and select an attachment from your drive or enter the URL to add the files. Use this action with the Trigger - "Customer Replied" and reply channel is "Instagram DM".  Please

This document explains how to use the workflow action - Log External Call, to log calls from third-party calling tools into the CRM. Covered in this Article: What is the Workflow Action - Log External Call? How to use this action? What is the Workflow Action - Log External Calls? Using this workflow action, you can post your external calls, that take place from third-party calling tools, to the CRM. This ensures that all your communication details are centralized within the CRM for better tracking and management. You can also pass the call recordings using this action and this will