Conversations Settings

Learn about the various settings within the Conversations module.

Michael Stephenson avatar
Written by Michael Stephenson
Updated over a week ago

Overview

Conversation settings allow you to customize and control your communication across various channels, such as email, SMS, messenger, and phone. This gives you more flexibility and personalization in managing your conversations.

Accessing Conversation Settings

Navigate to Engagement > Conversations > Settings.


General

  • Inboxes

    Add individual or shared email accounts to forward emails to your Element451 Conversations inbox.

  • Automation Settings

    Automate processes within Conversations, like adding assignees, participants, and tags.

  • Saved Replies

    Create canned responses to frequently asked questions and reuse them easily in emails, chats, etc. This saves time instead of typing the same replies repeatedly.

    • Custom replies can be added from the General section of Conversation Settings. You will be prompted to choose the channel(s) to save your reply. The corresponding channel settings page will also display the saved reply.


      If you want to learn about inserting saved replies, click here.


Email

  • Saved Replies

    • Replies for the Email channel added in General will be displayed here.

    • Additionally, you can create new replies using the + Create Reply button. Replies created here will also be added to the Saved Replies in General.

To add new email inboxes to your Element451 inbox, view our help article on Email for complete details.


SMS

  • Saved Replies

    • Replies for the SMS channel that were added in General will be displayed here.

    • Additionally, you can create new replies using the + Create Reply button. Replies created here will also be added to the Saved Replies in General.


Messenger (Live Chat)

  • Messenger has many different settings and configurations. View our help article on Messenger for complete details.


BoltBot

  • Are you a BoltBot customer and want to learn more about configuring BoltBot settings? View our help article on BoltBot for complete details.


Phone

  • Are you an In-App Calling customer and want to learn more about configuring In-App Calling settings? View our help article on In-App Calling for complete details.

Did this answer your question?