Daily Workflows
Work Your Conversations
Summary
Review AI-led conversation activity to prioritize urgent follow-up and handoff actions.
Steps
- Open Conversations and review recent activity.
- Prioritize leads with escalation or qualification signals.
- Open detail views to decide next action.
Expected Result
Important conversations are acted on quickly with the right owner.
Screenshots
Visual reference aligned to each step with desktop and mobile variants.
Step 1
Step 2
Troubleshooting
- If conversation activity is missing, refresh and confirm lead intake.
- If statuses look wrong, review the latest message timeline.



