Form submissions now appear inside Conversations—so you can review answers and reply from the same screen, with full context and zero tab switching.
conversations
4 Articles
These updates improve visibility, reduce confusion, and make every message more actionable. Read on to see what’s new and how to take advantage of it.
Paul VanThof asked us, “I scheduled a workflow to text 100 people yesterday and the texts are not showing up in my conversations. It says the bulk action was completed. I sent the workflow text to myself and it shows up. How do I know…
Phil Reames asked us, “As was pointed out in the newsletter today, we can record outgoing calls with Agent-CRM. Can we record incoming calls as well?” “Yes, incoming calls can be recorded as well.😁 They are in the conversations. Yes, you can download the recordings.”