# SalesRook Conversations Tab Guide

{% embed url="<https://salesrook.clarityflow.com/c/9504390f89d7f6044fc74db7e>" %}

### Step 1: Accessing the Conversations Tab

1. **Navigate to the Conversations Tab**: On the left-hand side menu of your dashboard, locate the **chat bubble** icon.
2. **Click on the Icon**: Click on the **Conversations** icon to open the Conversations tab.

### Step 2: Types of Conversations

In the Conversations tab, you will see several types of conversations. These categories help you organize and manage your messages more efficiently.

1. **Unread**: Shows conversations that have unread messages.
   * If there are multiple unread messages in a thread, you’ll see an indicator with the number of unread messages.
   * If only the last message is unread, you’ll see a small dot indicating that.
2. **Recents**: Displays all recent conversations, including messages you’ve just received or sent.
3. **Starred**: This section includes conversations that you’ve manually marked with a star for easy tracking.
   * Use this if you want to prioritize a conversation (e.g., for upcoming appointments or potential leads).
   * You can mark conversations as **starred** or **unstarred** by clicking on the star icon next to the conversation.
4. **All**: This shows all conversations in the account, including those with your AI persona or team members.

### Step 3: Understanding Conversations

When you open a conversation, here’s how to read and interact with it:

1. **Message View**:
   * **Blue Bubbles**: These represent messages you’ve sent.
   * **Gray Bubbles**: These represent messages from your client.
   * Conversations are updated **chronologically** in real time, so you’ll see new messages appear instantly.
2. **Responding to a Message**:
   * To reply to a conversation, simply type your message in the input box and send. The message will appear immediately in the conversation history.

### Step 4: Contact Details

On the right-hand side of the conversation, you’ll find detailed information about the contact.

1. **Contact Information**:
   * **Full Name**: View the contact's full name.
   * **Contact Card**: Click on their initials to open the contact card, which shows their email, phone number, and more.
2. **Owner**:
   * The owner indicates who in your team is assigned to manage this contact. You can assign or reassign the contact by selecting a user from the dropdown list.
3. **Tags**:
   * Tags give additional context about the contact’s journey or engagement. For example, you might see tags like "Reactivation Campaign" or "Responsive" to indicate the type of interaction or status.
4. **DND (Do Not Disturb)**:
   * If a contact requests not to be contacted, you can enable **DND** to stop all future messages from being sent to them.
   * You can toggle the **DND** setting on or off by clicking the checkbox. This action is logged, and your client will not see it.

### Step 5: Appointments and Opportunities

In the right-hand sidebar, you can also view information about scheduled appointments and opportunities.

1. **Appointments**:
   * If any appointments are scheduled with the contact, they will appear here. For example, you may see an appointment with a confirmed status or past appointments.
   * You can also manually book new appointments directly from this section.
2. **Opportunities**:
   * Opportunities show the lead’s current status in your deals pipeline. For example, you might see that the contact is in the **Responsive** stage.
3. **Call History**:
   * Calls made or received will also be logged in this section.
   * Outbound calls will appear on the right side, while incoming calls are listed on the left.
4. **Email Logs**:
   * All emails sent to the contact will also be logged in the conversation thread, providing a complete history of your communications.

### Step 6: Tracking and Managing Conversations

The **Conversations** tab provides a comprehensive view of your interactions with each contact. You can see real-time updates, track appointments, and monitor the status of each opportunity. Use the **Starred** section for easy access to important conversations, and ensure you can always stay on top of follow-ups.

### Final Step: Additional Support

If you have any questions or need further assistance with the **Conversations** tab in SalesRook, feel free to reach out to the SalesRook support team. We’re happy to help!