Checking Conversation Message Details

Checking Conversation Message Details

Conversations
July 30, 2024•1 min read

All messages in your Conversations section have a vertical navigation menu. (The three dots menu dropdown will appear when you hover over a message.) Select “Details” from the dropdown to view various message details including the direction of the message, type of message, if a specific automation automatically fired it off (vs. being manually sent), and more. Using this feature, you can take more control over managing your conversations and understanding where specific messages come from.

Follow these simple steps to view your message details…

Step 1: Accessing the Message Details

  • Navigate to Conversations

  • Click into a conversation and hover over a message to display the 3 dot menu.

  • Choose “Details” and a popup window will appear.

Step 2: Understanding the Message Details

  • In the popup window, you’ll be able to view various message details.

  • You can see the from/to information and view the message direction (inbound and outbound).

  • Details also include a date/time stamp.

  • Any automations that fired off the communication message will be hyperlinked in the popup (such as a workflow, trigger, campaign, or bulk action).

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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