Welcome to the Salesmsg Conversations Page.
The Conversations Page provides a streamlined layout with efficient tools such as inbox folders, calling enhancements, Focus mode, and improved organization to help you manage your communication with
ease.
Main window overview
The Conversations Page includes all the core features you rely on, presented in an updated and intuitive layout designed for daily use. The window displays your inboxes, conversations, and message tools in a clean and efficient format.
Collision Management
Collision management helps you stay aware of who is currently viewing or typing in a conversation.
If another user is typing, their name or a count of active typers is displayed.
Active users in a conversation appear at the bottom, with up to three user icons shown at once.
These indicators support smoother collaboration across teams.
Message Status
Every message you send displays its status for quick reference. Status types include:
Created
Failed
Undelivered
Paused
Queued
Sent
Delivered
This visibility helps you quickly understand message progress and identify any issues.
Unread Messages Count
Each inbox displays a count of unread messages and missed calls, helping you stay organized and aware of pending communication.
Inboxes
The inbox view contains several features, mainly within the sidebar that easily shows all of your inboxes that can now be favorited, renamed, and muted.
In addition, the inboxes can now be grouped into folders that act as a grouped inbox, showing a combined unread conversation counter. This helps reduce the clutter and organize your inboxes, especially for larger accounts.
Conversations list
The conversations list retains essential management features including filtering, sorting, and mass actions.
We also added a few useful bits of functionality like conversation color coding, call history view, conversation search, allowing you to find what you are looking for even faster.
Contact allows you to search all of your contacts to find the exact right person, area code, or group that you want to be messaging.
Tag allows you to search through your applied tags and find all the users listed under a certain tag, such as those you need to follow up with or invite to an event.
Inbox filters the users to the certain inboxes that they were assigned to.
Assignee checks who created the inbox and sorts based on who created what inbox.
Created Date sorts the contacts by when they were created, such as today, yesterday, or 90 days ago.
Message Box and Conversation View
With the Salesmsg Conversations page, creating conversations is easier than ever.
The interface allows you to send a new message to any contacts, whether already existing or new numbers, along with placing a call. This can be done from any existing inbox and corresponding number or any new inboxes that have been created.
Creating and managing conversations is simple and efficient.
You can message any contact or place calls from any inbox. The message box supports:
Saved replies
AI assistance
Emoji
Notes
File uploads
Scheduled messages
Recently sent media
Audio and video recording
Tools like URL shortener, Merge Fields, and Message Signature remain available via the ellipsis symbol within the message box ( ... ).
Transcript Recordings
When viewing call recordings, users might notice a "transcribe" icon, indicating that clicking it will generate a transcript, which incurs a charge, 1 credit per minute of the recording. However, if a transcript has already been created or is still in progress, users will see a different icon—a down-facing arrow. Hovering over this icon will display a tooltip,
“See transcript,” clarifying that no additional charge will apply for viewing. This feature helps users easily distinguish between generating a new transcript and accessing an existing one.
Contact details
The contact details sidebar provides a customizable overview, divided into sections:
Conversation Details: inbox and assignee
Contact Details: phone number, name, email, and owner
Integration Details: connected integrations, related deals, and associated objects
Tags: applied tags, with the ability to add or remove them
Notes: stored notes for reference
Focus mode
Focus mode allows you to take out all the distractions and just focus on the contact, conversation or inbox that you need to work on.
This works by hiding all other inboxes and details about the contacts and just seeing the current window you are working on with no distractions.
For any contacts that you no longer need to see directly in your inbox, you can close the conversation, mark a message as unread, make the message a priority, hide your activity, or export your conversation.
Calling
The calling interface provides clear controls and options for managing calls, including:
Mute Microphone will mute your microphone so that the contact will not hear you until unmuted.
Record Call allows you or any member in the inbox to download a copy of the phone call. The call will be recorded preliminarily but this behaviour can be disabled at any point.
Show Keypad opens up the keypad and allows you to press a key if you encounter an IVR or a phone tree.
Put on Hold (Pause) will put your contact on hold and mute your microphone. You can press the same button again to resume the call.
Transfer Call forwards your current call to any of your inboxes or an external number of your choice.
Add People to Call converts your current call into a conference call and adds participants. As with the transfer function, you can add any inbox to the call or an external number of your choice.
End Call (on top of the call box) as the name states, this will end the active call.
Call Queue
Call Queue allows you and your team to efficiently handle a high volume of incoming calls.
Call History
Call history provides a detailed breakdown of previous calls, showing whether the call was answered, missed, or routed to voicemail. You can easily call or message contacts directly from this view.
Frequently Asked Questions
How do I create group chats in Salesmsg?
When creating a chat simply add as many contacts as you want, that can be manually put in or placed through filters, choose the inbox you want the group chat to go through and simply text away.
Can I still use custom fields with my updated Conversations Page?
Yes! You can continue using custom fields to store additional information about each conversation. Just hover over a contact's profile picture to access their custom field data in the Right Sidebar.
Can I filter the call list by specific outcomes?
Yes, you can filter the call list by specific outcomes such as answered, missed, voicemail, and more.
What actions can I take directly from the Call History view?
You can quickly initiate a call or send a message by using the quick actions that appear when hovering over a contact name.
Need Help? ✋🏻
Contact us on live chat or send an email to us at [email protected].