Start a Conversation

You can use the conversations functionality to correspond about a specific record or transaction with other employees in your company.

To start a conversation:

1. Go to the relevant workspace, and drill down to a tab or subtab if needed.
2. Select a record or transaction from the filter list.
3. Expand the Conversation assistant found on the right side of the workspace.
4. In the input area, type your message. If needed, mention a specific person by typing @[name] as part of the text.
5. Click the paper plane icon or press ENTER to send the message.