Conversations

The "Conversations" tab shows all Conversations with supporters you have access to. Tap the title at the top to switch categories, such as My Conversations (People whose Assigned Agent you are), My Unread Conversations, My Starred Conversations, and My Calls. Only Team Members with the "View, Text, and Call All People" permission see the categories that start with "All", for their logged in Scope.

To add a Person, tap the person icon with a plus sign at the top right. Your organization administrator can set a custom form for this screen in Settings > Chapter Structure > [Your Root Organization], under the App "Add Person" Form setting.

In a conversation, you exchange text messages with the Person. Messages go out from the phone number of the conversation's Chapter. The "Scripts" button opens the Text Templates for the conversation. An RSVP bar shows upcoming events that the Person is invited to. The "Info" button opens the Person's profile.