Daily Workflows

Work Your Conversations

Summary

Review AI-led conversation activity to prioritize urgent follow-up and handoff actions.

Steps

  1. Open Conversations and review recent activity.
  2. Prioritize leads with escalation or qualification signals.
  3. Open detail views to decide next action.

Expected Result

Important conversations are acted on quickly with the right owner.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Desktop screenshot for Work Your Conversations: Open Conversations and review recent activity.
desktop Open Conversations and review recent activity.
Mobile screenshot for Work Your Conversations: Open Conversations and review recent activity.
mobile Open Conversations and review recent activity.

Step 2

Desktop screenshot for Work Your Conversations: Prioritize leads with escalation or qualification signals.
desktop Prioritize leads with escalation or qualification signals.
Mobile screenshot for Work Your Conversations: Prioritize leads with escalation or qualification signals.
mobile Prioritize leads with escalation or qualification signals.

Troubleshooting

  • If conversation activity is missing, refresh and confirm lead intake.
  • If statuses look wrong, review the latest message timeline.