How to attach, find, and download files in conversationsShare files from your computer or CRM and revisit them in the conversation history.Read article
How to manage contacts in Connect and tell them apart from conversationsUnderstand when you are viewing a person versus a message thread, and keep them linked correctly.Read article
How to search and filter conversations and review their historyFind a chat by person, channel, or agent and review its messages and recorded events.Read article
How to use the unified inbox and reply to conversations from different channelsReview enabled channels in one place, understand each conversation, and reply with context.Read article
How to view the CRM record and contact context from a conversationLink the chat to the right person and review their details and follow-up without losing the thread.Read article
