Conversation Assistant
This section describes the fields and actions on the Conversation assistant.
For more information, see Conversations under the Getting Started section of this user guide.
Messages Area
This contains all the messages about the current record or transaction. If you want to delete the last message you sent, simply click the trash can icon to the right of that message. You can delete a message within 15 minutes of sending it.
You can also mark specific messages in the conversation as unread. Hover your pointer at the end of the message line, then click the vertical ellipsis that appears. Click Mark as unread.
Input Area
This is available at the bottom of the pane. You can type your message here, then press ENTER or click the paper plane icon to send. Each message has a 255-character limit.
Assistant Actions
Action | Description |
---|---|
+ Add Participant | Click this action to add a user to the current conversation. The selected user will be subscribed automatically to the conversation. |
Subscribe / Unsubscribe | Click this action to subscribe to/unsubscribe from the current conversation. |
Click the paper plane icon to send your message. |