CRM How To
Leverage the Powerful Conversation Console
See Every Conversation. Respond Faster. Keep Communication in One Place.
The Conversation Console is where your calls, SMS, email, chat, and other conversations come together inside the CRM. Use it to quickly see what a contact said, what has already happened, and what needs a response next.
One contact. One conversation history. One place to stay on top of communication.
Training Video
What You’ll Learn
See Every Conversation in One Place
Bring your calls, SMS, email, chat, and other conversations together so you never lose track of what was said.
Respond Faster
Quickly see what a contact said, what has already happened, and what needs a response next — all in one view.
Keep Full History Together
Every message, call note, and reply stays connected to the contact so you always have the full context.
Connect Chat & Automations
Let your chatbot, Voice AI, and automations work inside the same conversation stream as your manual replies.
Communication That Stays Organized
When every conversation lives in one place, you stop losing context, dropping replies, or asking contacts to repeat themselves. The Conversation Console keeps your communication clear, connected, and easy to act on.