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Conversations

Text and email your customers from one inbox.

4 articles

  • Conversations inbox basicsFind your way around the inbox: tabs, filters, starting a new conversation and the contact panel.
  • Send a text messageText a contact from the inbox or their record, and text several contacts at once.
  • Send an email to a contactEmail a contact from the inbox, with a subject, CC/BCC, templates and attachments.
  • Internal notes, snippets and scheduled messagesLeave private notes for your team, reuse common replies with snippets, and schedule messages for later.
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