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Using the Conversations card

Reviewing every communication touchpoint with a candidate in one chronological view.

Written by Amogh Balikai

The Conversations card consolidates every communication touchpoint with a candidate - calls, meetings, emails, social messages, SMS, and custom activities - into one chronological view.

What it's for: a single place to review engagement history instead of switching between separate tabs for email, calls, and messages.

Things to know:

  • Email threading works well within the card, but SMS and social chat can't be threaded the same way due to platform limitations.

  • This card is customizable, it can be added to a view like any other card.

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