Who it’s for: Anyone handling customer messages.
Time needed: 10 minutes to get comfortable.
You’ll need: Any channels (email/social/WhatsApp) connected in Settings ▸ Integrations.
Open Conversations.
Filter by Unread or Assigned to me to find priority items.
Reply directly or use a Template for quick answers.
Attach files/photos when needed.
Assign to a colleague for hand‑offs.
Add a note (internal only) to keep context.
Close or snooze when done or when you want a reminder.
Create Saved Filters (e.g., Facebook only, High‑value leads).
Use a Workflow to auto‑reply out of hours and escalate to a person in the morning.
Can I schedule messages? Yes—compose, then set a future send time.
Can I see message history? Yes—open the contact to see their full timeline.
Channel connected but no messages: Re‑authorise the integration in Settings ▸ Integrations and send a test.
Wrong sender showing: Choose the correct number/email in the composer.
