View and manage all customer conversations across all businesses in your organization.

Accessing Conversations

1. Click Conversations in the left sidebar

2. You'll see a list of conversations from all your businesses

Page Overview

The Conversations page shows all customer text message and messaging conversations from across your organization. This is your central hub for viewing and managing customer communication.

Page Description

As shown at the top of the page:

"View conversations across all businesses in your organization. Select a specific business or view all conversations."

How It Works

Conversation List

The main area displays all conversations, typically showing:

• Customer name (if available)

• Phone number or contact info

• Business the conversation belongs to

• Most recent message preview

• Timestamp of last activity

• Status or indicators

Filtering Options

You can typically filter conversations by:

• All businesses or specific business

• Time period - Recent, today, this week, etc.

• Status - Active, archived, needs response

• Source - Where the conversation came from (Yelp, Google LSA, website, etc.)

Viewing a Conversation

1. Click on any conversation in the list

2. The full conversation thread opens

3. You can see the entire message history

4. Message details and customer information displayed

Conversation Details

When viewing a specific conversation, you'll see:

Message Thread

• All messages in chronological order

• Automated messages sent by the system

• Customer responses

• Timestamps for each message

Customer Information

• Name and contact details

• Source (where they came from)

• Associated business

• Any captured lead information

Conversation Summary

Some conversations may include:

• AI-generated summary of the conversation

• Key points discussed

• Action items or next steps

• Appointment details (if scheduled)

Managing Conversations

Depending on your permissions, you may be able to:

• View read-only conversation history

• See which messages were automated vs. manual

• Identify conversations that need attention

• Filter and search for specific conversations

Business Selection

Viewing All Businesses:

• See conversations from all businesses you manage

• Helpful for agencies managing multiple clients

• Useful for multi-location businesses

Filtering by Business:

• Select a specific business from the dropdown

• See only conversations for that business

• Focus on one client or location at a time

Search and Organization

Look for search features to:

• Search by customer name

• Search by phone number

• Find conversations with specific keywords

• Filter by date range

Understanding Conversation Status

Conversations may have different statuses:

• Active - Ongoing conversation, recent activity

• Needs Response - Customer sent a message waiting for reply

• Responded - System or staff has replied

• Archived - Older completed conversations

Tips for Using Conversations

For Agencies:

• Monitor client conversations for quality

• Identify which clients get the most leads

• Review automated message effectiveness

For Multi-Location Businesses:

• See which locations have the most customer engagement

• Ensure consistent communication across locations

• Train staff based on real conversation examples

For All Users:

• Check conversations daily for any issues

• Verify automated messages are working correctly

• Look for patterns in customer questions

Next Steps

• Set up messaging configuration to improve automated responses

• Review business settings for each business

• Check conversation insights for analytics

Note: This is primarily a viewing/monitoring interface. Most conversation configuration happens at the individual business level in the Messaging section.