Create New Conversations

Create new conversations that can be visible only to specific resources or to everyone in your organization.

To create a new conversation:

1. On the Inbox screen, tap .
2. On the Create Conversation screen, perform the following:
   • Tap to add a resource to the conversation.
   • Tap the Message box and enter your message.
3. Tap any of the following:
   • Private: The conversation is only visible to the resources who can log into your organization's WorkBook platform. Also, tap the Private conversation slider to the right to notify only the resource in the conversation.
   • Public: Clients or anyone else without access to your WorkBook platform who are included in the conversation are notified through an email, which includes a link to the conversation that they can use to reply back.
   The conversation is created and displayed on your Inbox screen.