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

Q. What attachment types are supported in Conversations? A: Conversations supports the following attachment types: .pdf, .docx, .doc, .csv, .xlsx, .xls, .txt, .jpg, .jpeg, .png, .gif, .svg, .mp4, .mpeg, .mp3, .wav, .wave, .aiff, .aif, .aifc, .gsm, .ulaw, .vcf, .vcard, .pptx Q: Why am I receiving a delivery incomplete error email from Gmail when I use a BCC address while sending emails from my 2-way sync email?     A:  You may receive a "Delivery incomplete" error from Gmail when using BCC addresses. Despite the error, your email might still be successfully posted to the CRM. This occurs because we use BCC for logging purposes, and Gmail

Attachments play a crucial role in enhancing communication by allowing users to share aimportant files, documents, images, and videos. Whether you’re sending contracts, product brochures, or instructional videos, attachments help convey information efficiently. In HighLevel, attachments can be included in emails, SMS, and the media library, ensuring seamless file sharing across different communication channels.   TABLE OF CONTENTS What Are Attachments? Key Benefits of Attachments How to Use Attachments Access the Conversations Section Attaching a File to a Message Paste Attachments from Clipboard Choosing an Upload Method Automatic Media Library Uploads Interactive Video Thumbnails Frequently Asked Questions Related Articles What

Introducing the Slim Panel within Conversations. This slim, sleek panel, located on the right side of screen, represents the future of intuitive navigation and consolidated information access. It can be expanded or collapsed at your discretion, enabling users to engage effortlessly with the data and features you need. Within the Slim Panel, users are granted the power of choice. Users can seamlessly switch between "Contact," "Appointments," and "Opportunity" views with just one click. In This Article Feature 1 - Contact  Feature 2 - Appointments 

Live Chat inside Conversations enables real-time communication between businesses and website visitors directly within HighLevel. This article explains the key benefits of using Live Chat, outlines the necessary setup steps, and provides guidance on managing and responding to messages efficiently. TABLE OF CONTENTS What is Live Chat? Key Benefits of Live Chat in Conversations Prerequisites for Using Live Chat in Conversations Using Live Chat Inside Conversations Frequently Asked Questions What is Live Chat? Live Chat inside Conversations is a powerful tool that allows businesses to engage with website visitors in real-time, providing instant support and fostering stronger customer relationships. Unlike

The Contact Engagement Score is a metric that helps businesses track, prioritize, and engage with leads based on their level of interaction. By assigning scores to actions like email opens, form submissions, and purchases, businesses can focus on high-score leads ready for conversion while nurturing low-score leads to improve engagement. In this article, you’ll learn how to set up engagement scoring, where to view scores in the platform. TABLE OF CONTENTS What is Contact Engagement Score? Where to View Contact Engagement Scores Understanding Action Types in Engagement Score Rules   How to Set Up and Manage Score Frequently Asked Questions

Our email composer is equipped with the functionality of CC and BCC capabilities, providing a robust emailing experience. This feature allows users to effectively manage their communication by engaging multiple stakeholders in a single thread while preserving individual confidentiality. As an integral part of our user-friendly solutions, this feature continues to redefine user control in communication, in alignment with our commitment to offering feature-rich email experiences. Please note: This feature is available only in the New Message Composer and can be accessed via Labs. Covered in this Article: What is the CC and BCC capability in the Email Composer? Usage

In this article, you’ll learn how to enable filters, manage multiple conversations effectively, and use additional tools to streamline communication. TABLE OF CONTENTS What are Conversation Filters? Key Benefits of Conversation Filters Filters Panel Filter Builder AND / OR Logic Managing Multiple Conversations Starred Conversations Sorting Conversations Frequently Asked Questions Related Articles What are Conversation Filters? Conversation Filters are tools within the Conversations inbox that determine which conversations are displayed based on specific conditions. They are designed to help users stay organized, prioritize work, and focus on the most relevant conversations without manually searching through the inbox. Conversation Filters work

This article provides a comprehensive guide about how to view the components of AI-generated responses and edit knowledge base entries directly from the conversation view. This functionality increases transparency, enables real-time updates, and enhances the accuracy of AI responses by giving users greater control. TABLE OF CONTENTS AI Response Info in Conversations Benefits of AI Response Info in Conversations What AI Response Info is Available? View & Edit AI Response Info in Conversations Frequently Asked Questions AI Response Info in Conversations AI Response information allows users to: View the AI's underlying components, such as prompts, intents, actions, and data sources.