Workflow Action - Edit Conversation

What is the Edit Conversation Action?

• The 'Edit Conversation' action allows you to automatically mark conversations as read or unread, or archive them directly from a workflow. This helps keep your team's inbox clean and organized.

How to Add the Action

• 1. In your workflow, click the '+' icon to add a new action.
• 2. Search for and select 'Edit Conversation' under the CRM section.
• [IMAGE PLACEHOLDER: Edit Conversation Action]

Configuring the Action

• In the action settings, choose the desired operation:
• - Mark as Read: Automatically marks unread messages as read (useful for automated replies).
• - Mark as Unread: Highlights a conversation so a team member knows it requires attention.
• - Archive: Moves the conversation out of the active inbox, keeping the view clutter-free.

Search Tags

• Tags: workflow, action, edit conversation, inbox, archive, read