Conversations Overview

You can search for a specific message using the search box at the top, or use the dropdown menu to sort messages by Oldest or Latest first. Additionally, you can filter messages by Assigned (Contact Owner), Last Message Direction, Last Outbound Message Type, and Last Message Channel (e.g., Facebook, Instagram, SMS, etc.).

• You can also start a conversation. Click on the write icon, and type your contact to start a conversation.

• Next to the contact's name, you'll see four buttons: Archive, Mark as Starred, Mark as Read/Unread, and Delete.

  Additionally, you can select multiple conversations and use the 'Actions' tab to mark them as Read or Unread, or to Star or Unstar multiple conversations simultaneously.

You also have the option to filter by activity. This feature allows you to select what you want to see in the conversation panel. The options are, conversations (you can also filter this by channel), and activity (updates in the contact, appointments, opportunities, payments, and invoices)

1. Composing a Message via Email - You have the option to change from conversation channels. 

• Email Composition Features

  When sending an email, you can use the CC and BCC fields to include additional recipients.

  The email composer now provides extra space for designing and arranging your email content, allowing you to create emails with longer text sections and more elaborate layouts.

  At the bottom of the email composer, you'll find a toolbar with the following options (from left to right):

  • Formatting Options
  • Attach Files
  • Add Link
  • Add Image
  • Insert Emoji
  • Insert Template
  • Request a Payment
  • More Options

• Here’s an example of how to use the formatting option. 

• We also have the option to drag and drop files, which makes it easier to share them.

Note: If your file/files you're uploading exceed the total attachment limit of 25 MB, files within the limit will be sent as regular attachments and the remaining will be uploaded as a media library link

• You can reply to the emails that show up in the thread by clicking on the 3 dots and then in the reply option. 

Click on Details to see the message details, such as who sent the email, the “to email address”, if it’s an outbound or inbound, the timezone if it was sent from a workflow, and the email status.

4. Composing a Message via SMS

You can compose a message to send via SMS if you have a phone number integrated. The options here are from left to right: Attach files, insert emojis, insert templates, request payment, and more (custom fields, custom values, and trigger links). 

5. Schedule Messages

This feature allows you to schedule messages directly from the conversation page with your contact, including both SMS and Emails.

You can select the date and time for the message to be sent. By default, Captivation Hub schedules it for the next day at 9 am. You can also choose the desired time zone for sending the message.

To use this feature, write your message, click on the Schedule icon, and then click the Send Schedule button.

• If you want to cancel the schedule message, click the pencil icon, select the Cancel Send Link, and close the pop-up. 

Right Panel

The right panel features an expandable sidebar with a Slim Panel, allowing you to conveniently toggle between managing contacts, appointments, and opportunities.

6. Contact Management:

• • Access and manage contact details such as name, phone number, email, owner details, tags, campaign or workflow associations, and Do Not Disturb settings.
  • View the creation details of the contact, including the date and source, at the bottom of the panel.

7. Appointments

• Book, view, and reschedule both upcoming and past appointments directly from the right panel. This feature allows you to manage your schedules efficiently without switching screens.

8. Opportunity

• Create new opportunities, view all related opportunities, and edit details. This integration enables you to manage your sales pipeline effectively within Conversations.