Run your business · Customers
Customers
Conversations
One thread per person, with the record it belongs to and a next action attached.
Updated September 13, 2026 2 min read
Use this when
Use this guide when your team needs customer history, identity, or appointment context in one place.
Conversations at /admin/conversations is the reply-ready inbox. Gmail, inbound forms, chat leads, and transcripts land on the same person and the same deal when identity can be resolved.
What you do here
Read the thread. Reply. Assign a follow-up. Link the conversation to the contact and opportunity it belongs to. Filters exist for assignment, campaign, and follow-up state so a busy inbox is still searchable.
Sending
A reply you type yourself goes through the communication sender with an idempotency key and a receipt. A reply the assistant drafts is a staged action until you approve it. Both paths share the same send service. See Approvals.
How to filter, send, and link is in Replying.
How it relates
Inbox is intake for items that have not been worked. Today is the ranked subset that should happen now. Conversations is where the actual reply is written.
What to know
Availability depends on enabled modules, workspace permissions, provider connections, and the current installation. Check the recorded status before relying on a live result.
Next: Review Today to see how this work fits into the daily operating flow.