How do I read and reply to a conversation?

You will have answered a conversation or left a note.

Before you start

You need the conversations view and write permissions.

Steps

1. Open the top-bar envelope and press Open Inbox.
2. Choose the tab, then click the conversation.
3. Pick Send or Add note, type, and press the button (or Ctrl/Cmd + Enter).
4. For email-like conversations choose Send from if you want a particular address.

What you will see

Your message appears on the right at once and the box clears. There is no success message.

If something goes wrong

• A reply that fails to deliver still looks sent; confirm important SMS and WhatsApp messages another way.
• Support conversations: your reply becomes a ticket comment and an error shows if it fails.
• Press the shortcut only once; a fast second press used to send twice.
• Notes never reach the customer.