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Conversations Settings

Learn about the various settings within the Conversations module.

Michael Stephenson avatar
Written by Michael Stephenson
Updated over 2 weeks 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 your one-on-one conversations. This saves time compared to typing the same replies repeatedly.

Conversation Views

Custom Views bring flexibility and personalization to your Conversations Inbox. These saved, filtered views allow you to organize and access conversations based on your specific needs. Unlike System Views, which are preset and cannot be edited, Custom Views let you define and save filters tailored to your unique workflows.


Content Moderation

The Content Moderation feature helps you maintain a safe and respectful environment by automatically flagging conversations that may contain inappropriate, harmful, or manipulative content (both text and images). With customizable actions and flags, you can manage flagged content efficiently and tailor responses based on the nature of the content.


Email

  • Settings

    • Enable Anonymous Conversations: If enabled, the email channel will be able to receive inbounds from contacts that are not associated with a contact record.

      Enabling anonymous conversations means no filtering will be applied, and every email sent to the email address connected to Element451 will be forwarded to your Element451 inbox.

  • 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.

    • Explore more on saved replies here.

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


SMS

  • Settings

    • Enable Anonymous Conversations: If enabled, the SMS channel will be able to receive inbounds from contacts that are not associated with a contact record.

  • 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.

    • Explore more on saved replies here.


WhatsApp

  • With Element451’s WhatsApp integration, you can connect with students directly through one of the world’s most popular messaging platforms — all within the Conversations module. It’s especially valuable for engaging international students who may prefer WhatsApp over SMS or email.


Messenger (Live Chat)

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


✨ Looking for help on configuring settings for Bolt Agents in Conversations?

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