Answer your messages in one inbox

Conversations is the screen you’ll spend most of your time in. Every text, email, Facebook message, Instagram DM and website chat arrives here, grouped by person, so you reply in one place and nothing gets missed.

Find your way around the inbox

Select Conversations in the left menu. The screen has three parts:

1. The list on the left: one row per person, newest at the top. The tabs above it switch between Unread, All, Recent and Starred.
2. The conversation in the middle: every message you’ve exchanged with that person, across every channel, in order.
3. Contact details on the right: their phone, email, tags and notes, so you don’t have to leave the conversation to check something.

Reply

1. Select a person in the list.
2. At the bottom, check the channel shown on the left of the message box. Kanamé picks the channel they last used; select it to change to text, email or another channel.
3. Type your reply. For email you’ll get a subject line and formatting; for text it’s just the message.
4. Select Send, or use the arrow next to it to schedule the message for later. To send something to a person who hasn’t messaged you, select the new message icon at the top of the list and search for their name.

Keep it tidy

• Star a conversation (the star icon at the top) to find it later under Starred.
• Mark as unread (the envelope icon) to come back to it.
• Assign a conversation to a teammate from the Owner field in the right panel, so it’s clear who’s handling it.
• Use the search box at the top of the list to find a conversation by name or by a word in the message.

Attachments

You can attach photos, PDFs, documents, spreadsheets and short videos with the paperclip icon. Texts carry small files only; use email for anything large.

Where to go next

• Find the conversations you need: filters, sorting and clearing a busy inbox.
• Copy someone on an email: CC and BCC when you email from Kanamé.
• Install the Lead Connector app: the same inbox on your phone.