The Conversations Widget is essential for keeping on top of your communication strategy. It gives you instant visibility into unread messages so important conversations never slip through the net. Real-time monitoring means you can respond quickly to client enquiries and leads, and the widget makes tracking unread messages much simpler, saving your team time and keeping productivity up. This guide walks you through adding the Conversations Widget to your dashboard.

Navigate to the Dashboard by selecting it from the left navigation menu.

Edit Dashboard

Look for the Edit Dashboard icon and click on it to customise your dashboard view.

Add New Widget

Click on the "+Add Widget" button to explore available widgets.

Select Conversations Widgets

From the list of options, choose the Conversations Widget you want to add to your dashboard.

Customise Your View

Once added, you can see the widgets on your Dashboard, giving you a quick overview of your messages at a glance.

Adding these widgets gives you a clear picture of your communication channels, making it easier to stay on top of client interactions.

Frequently Asked Questions

Q: What if the Conversations Widget does not display any data?

  • Make sure you have active conversations within the CRM. If the issue persists, check your dashboard settings or contact support for assistance.

Q: Can I customise which messages appear in the Conversations Widget?

  • Currently, the widget automatically displays all unread messages.

Q: How often is the data in the Conversations Widget updated?

  • The widget updates in real-time, so you always have the most current information on unread messages.