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Conversations Overview
Learn how to navigate your Conversations inbox in BizStackPro — filters, inbox views, composing email/SMS, scheduling, and the right-side tools that help you manage contacts fast.
Managing Conversations Without Losing Track of Contacts
You may have messages coming from multiple channels, but keeping everything organized in one place can be difficult.
The Conversations inbox brings together messages, contact data, and activity so you can manage communication without switching between tools.
Without a clear workflow, conversations can become scattered and harder to manage as your contacts grow.
This guide will show you how to navigate the Conversations area so you can stay organized and respond efficiently.
Once you understand how the Conversations inbox works, follow the sections below to filter messages, manage contacts, and handle communication inside your BizStackPro account.
Inbox Navigation & Filtering
- Switch inbox views like Unread, Recents, Starred, or All.
- Search conversations and sort by Oldest or Latest.
- Use filters to narrow results:
- Assigned (Contact Owner)
- Mentions
- Last Message Direction
- Last Outbound Message Type
- Last Message Channel
- Use the compose (pencil) icon to start a new direct or group message.
Quick Wins
- Filter first before bulk actions to avoid mistakes.
- Star priority chats so they don’t get lost.
- Use snippets for faster replies (email + SMS).
Message Viewing & Panel Actions
- Click a conversation to open the full message history in the center panel.
- Use top-bar actions (varies by account/channel): Archive, Star, Mark Read/Unread, Delete, and activity filters.
- Select multiple conversations to apply bulk actions where available.
- Filter the conversation timeline by Conversations vs Activity (appointments, opportunities, invoices, etc.).
Composing Messages
Email Composer
- Add CC and BCC.
- Attach files, insert images, links, emojis, and snippets.
- Use formatting tools for longer messages.
- Request payments (when enabled) directly from the composer.
SMS Composer
- Select your From and To numbers (labels help distinguish numbers).
- Insert templates/snippets, emojis, files, and trigger links.
- Keep messages clear and compliant for deliverability.
Drafts are saved for unsent messages. Note: WhatsApp drafts are not currently supported.
Scheduling Messages
Use the Schedule option to send messages later. The default schedule time is typically the next day at 9:00 AM, but you can change the date, time, and time zone.
Tip: If you schedule something by mistake, look for the edit option (often a pencil icon) and use the cancel option.
Internal Comments
Use internal comments to collaborate with your team. You can @mention teammates, and these comments remain private (contacts won’t see them).
Right Panel (Slim Sidebar)
The right panel gives you fast access to contact tools without leaving the conversation.
Contact
- Edit name, phone, email
- Manage tags and owner
- Set Do Not Disturb (DND)
- View campaign/workflow associations
Appointments
- Book or reschedule appointments
- View upcoming and past events
Opportunities
- Manage pipeline entries
- Update deal details quickly
Tasks & Notes
- Create and manage tasks
- Add internal notes
- Undo deleted items (where available)
Want Conversations + automations in one place?
BizStackPro brings email, SMS, contact management, workflows, and AI together so your follow-up system stays organized and consistent.
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Frequently Asked Questions
How can I filter conversations by specific criteria?
Use filters like Assigned (Contact Owner), Mentions, Last Message Direction, Last Outbound Message Type, and Last Message Channel.
What options are available when composing a message via email?
You can CC/BCC, attach files, insert images, emojis, snippets, and (when enabled) request payments.
Can I schedule messages to be sent later?
Yes — both SMS and email can be scheduled. The default is typically next day at 9 AM, and you can adjust the date/time/time zone.
How do I manage contact details in the right panel?
Use the Contact tab in the right panel to update name, phone, email, tags, campaign/workflow associations, owner, and DND settings.
Are unsent messages saved as drafts?
Yes — drafts are saved for most channels. WhatsApp drafts are not currently supported.
Keep Your Follow-Ups Organized
Conversations is where your relationship-building happens. Combine inbox filters, snippets, scheduling, and the right-side contact tools to respond faster and stay consistent.
Reply faster. Track better. Close more.
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