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Access Detailed Conversation History Across Inboxes

Track Message History for Contacts with Full Transparency, No Matter the Inbox

Summary

In this video, we’ll showcase the enhanced Unified Conversation History feature in Salesmsg. You’ll discover how to easily access the full message history, activities, and notes from both the Conversations and Contact pages, even if you're not the contact owner. We’ll walk you through how conversations are color-coded by inbox for clear identification, show how to track who sent messages, when they were sent, and review delivery status. This detailed view ensures smooth transitions between team members and keeps everyone on the same page, improving overall communication and collaboration.

Transcript

Do you interact with customers from multiple inboxes and want to see all conversations in one unified view? If yes, then this video is for you.

Up until today, if you've been communicating with customers across multiple inboxes, you'd have to jump between them to piece together the full story. But now, with Unified Conversation History, that's a thing of the past.

To access it, simply click the three dots and choose "Conversation History." You will see one unified thread of all messages, notes, calls, and recordings. Each entry clearly shows the team member who sent it and the inbox used. Messages from different inboxes are color-coded, making it super easy to spot where each conversation comes from.

When it comes to configuration, we've got advanced controls. Admins can enable or disable Conversation History for all inboxes with just one click. For more precise control, you can enable it for only specific inboxes, sharing exactly what's needed.

That's Unified Conversation History—simplifying how you track and manage conversations across multiple inboxes.

Thanks for watching!

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