Conversations
Managing Business Conversations in ConveYour
ConveYour Conversations allows you to manage business-specific messages without using your personal mobile number. This keeps work and personal communication separate. Additionally, you can block and unblock messages from specific senders, helping to reduce unwanted spam.
Admin Users and Guest Users can also be added to help manage conversations, respond to messages, and oversee contacts.
Key Features in Conversations
Presence Feature – See which team members are actively working on a conversation in real time.
Assign Users to Conversations – Easily delegate conversations to specific team members.
Keystroke Shortcut – Press Shift + Enter to send a message.
Media Support – Send images and videos within conversations.
Snippet Search & Quick Navigation – Reuse pre-written responses efficiently.
Search by Topic or Person – Quickly locate conversations based on keywords or contacts.
Categorization – Threads are automatically grouped by the original sender when using teams.
Additional Features
ConveYour Conversations functions like any standard text messaging app, with added business-focused tools:
Snippets – Store and reuse frequently sent messages.
Placeholders – Automatically personalize messages using contact data (e.g., name, company, location).
View Contact Info – See relevant details about a contact while messaging them.
Delivery Status Tracking – Check whether a message has been successfully delivered.
Automatic Link Shortening – Any included URLs are shortened automatically.
Cleaning Up Your Conversations Inbox
Hover over an older or responded-to conversation.
Click the checkmark on the left to archive it.
Note: Archiving a conversation does not delete it. You can always access past conversations by clicking on the message icon within a contact’s profile.
Blocking a Number
If you receive an unwanted or spam message, you can block the sender.
Click on the contact’s menu (three dots) in the conversation window.
Select Block Incoming Messages.
If you need to unblock a phone number, you can unblock them in the same menu.
Assigning Conversations to Team Members
Assigning conversations helps distribute inquiries among team members, ensuring prompt responses. Admins and guest users with Team access can be assigned to conversations.
This feature is only for an account where "teams" are enabled. The Assigned Conversations feature is automatically enabled for ConveYour accounts with Teams.
How to Assign a Conversation
Option 1:
Hover over a conversation in the left-side menu and click to open it.
Click the person icon at the top of the conversation.
In the pop-up, select a user and click Assign.
Option 2:
Inside the conversation, click the person icon to open the assignment pop-up.
Select the user(s) and confirm the assignment.
Conversation Assignment FAQ
How do I know who is assigned to a conversation?
The initials of each assigned user will appear within the conversation thread menu. You can hover over the initials to get the user’s full name.
Can I un-assign myself (or others) from a conversation?
Yes, follow the same steps you take to assign a user, and then uncheck you or the other user(s) you want to un-assign.
Does the recipient know who is assigned to a conversation?
No, not even within portal messaging.
Can I filter the conversation list to conversations assigned only to me or another user?
Yes! Click on the 3 vertical line, funnel icon on the top of the conversations/threads list.
Use the "assigned" to filter to set your filter.
How will I know if I’ve received another assigned conversation?
There are no email alerts as of yet (2/14/2025).
Assignment changes, however, are done in “real-time” so if your browser is on the conversations page and someone assigns you to a conversation, you will immediately see this change.
If two people are assigned to the same conversation, how do you make sure they don’t accidentally both engage?
ConveYour has a “presence” feature that helps two users avoid talking over each other. When a user is viewing the conversation, the message box shows the user's initials, to avoid mishaps.
Adding Media to Conversations
Multimedia messages can enhance communication and engagement!
Drag & Drop Method
Drag an image or small video file into the conversation window.
The screen will darken, and a prompt will appear: Drop file here!
The media manager will open, allowing you to crop or edit the image before sending.
Using the Conversations Toolbar
Click the camera icon to open the media manager via Filestack.
Select images, videos, or social media links.
Once an image is added, you can:
Crop
Apply a circular mask
Rotate the image
Click Upload to attach the media to your message.
Tracking Message Delivery
For bulk messages, you can click View Stats to track:
Who has seen the message
View percentage rates
Delivery success and bounce rates
Using Snippets & Placeholders
Snippets – Quickly insert pre-saved responses using the clipboard icon.
Placeholders – Personalize messages using dynamic fields (e.g., {{contact.first_name}}). Access placeholders via the {...} icon.
Learn More
Snippets: Re-use Frequent Standard Replies
Learn More on Placeholders