Conversations

The Conversations page provides a unified inbox for all voice call and SMS interactions with contacts. It uses a three-panel layout: conversation list, message view, and contact details.

Layout

Conversation List (Left Panel)

Shows all contacts with recent interactions, sorted by most recent activity. Each entry displays:

• Contact name and phone number
• Interaction type icon (phone or message)
• Direction indicator (inbound/outbound)
• Last message preview or call status
• Relative timestamp
• Contact status badge

Conversation View (Center Panel)

Select a contact to view the full interaction timeline showing all calls and SMS messages in chronological order:

• Voice calls: Status badge, duration, direction, and full transcript (plus a recording link when recording is enabled)
• SMS messages — Individual messages with sender (agent/contact), timestamp, and source indicator

At the bottom, a compose area lets you send SMS messages directly:

• Select a From number (playbook-assigned or agent phone)
• Toggle Agent Mode to enable AI responses to contact replies
• Set the interaction Status (completed, follow-up, qualified, etc.)
• Type and send messages

Contact Panel (Right Panel)

Shows the selected contact's contact information, playbook assignment, and submission metrics (total submissions, delivered count, acceptance rate).

Filtering

The filter toolbar supports:

• Playbook — Filter by one or more playbooks
• Client — Filter by client
• Offer — Filter by offer
• Status — Filter by interaction status
• Date Range — Preset ranges (today, last 7/14/30/90 days) or custom date picker
• Search — Search by contact name, phone number, or ID

Interaction Types

Conversations aggregate two types of interactions:

• Voice Calls: AI-powered or manually triggered phone calls with transcripts
• SMS Messaging — Text message threads with manual and AI-agent responses