When you click on Conversations in your top navigation, you’ll see a list of Conversations. A Conversation is a direct 1:1 correspondence with a constituent. A Conversation can be started when:
- A constituent sends an email to your Conversations email domain
- A constituent sends a text to your Conversations phone number
- You create a message using a Front Desk/Agent channel
As Conversations appear in the list and as you respond to messages in Conversations, they will be updated with the following statuses:
Open
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Brand new incoming message from a constituent |
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Constituent message has been replied to by an organization member and is waiting for a constituent response |
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Constituent has sent an inbound reply to organization member’s response and needs an additional email or SMS |
Closed
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When the conversation is complete, click “Close Conversation” and the thread will be marked as Done |
Archived |
A Conversation will be marked as Archived approximately 4 weeks after being marked as Done |
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