CRM actions - How to use edit conversation

This guide will walk you through the necessary steps on how to use edit conversation

To publish workflows, it is necessary to establish both a workflow trigger and a workflow action. Without both components, you can only save the workflow without publishing it.

1. Click "Marketing"

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2. Click "workflows"

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3. Click "Create Workflow"

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4. Click "Continue"

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5. Click "Add your first action"

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6. Select "Edit Conversation"

This action allows you to manage the conversation by marking it as "Read/Unread" and Archive/Unarchive.

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7. Select "Mark as read"

You can mark a chat as "Read" even without opening the chat, especially for conversations you want to skip.

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8. Select "Mark as unread"

Click on "Mark as Unread" if you have already opened the contact's chat but need a reminder. It will bring back the notification pop-up.

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9. Select  "Archive"

You can hide a chat by selecting "Archive".

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10. Select  "Unarchive-> Move to Recents tab"

You can unarchive a contact chat and move it to the recent tab.

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11. Click "Save action"

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12. "Edit Conversation" is added

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