Conversation Types Concepts

If the conversation type is disabled, the assistant is still visible in the workspace, but you cannot add or send messages. The conversations remain in the database but are no longer visible in the workspaces.

These conversation types are enabled by default and are available in assistants in workspaces:

  • Blanket Invoicing
  • Invoices
  • Job
  • Job Invoicing
  • Vendor Invoice

You can add other conversation types to workspaces using the extension framework.

You can:

  • Edit existing conversation type.
  • Enable or disable a conversation type.