+1 323 641 4417
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+91 852 710 0131Conversation Manager Single-Window Productivity for All Communication
Bulk & Individual Replies, Filtered Views, and In-line Record Updates - All in One Place.
A one-stop, single-window solution for all your messaging requirements that conveniently lets you send bulk messages, export filtered views to PDF and Excel, filter messages by keywords, edit records in-line, and fetch lists of respondents to trigger next-steps like sharing important information or URLs.
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1Filter Messages & Records by Any ConditionApply text conditions to message bodies, filter by service codes, keywords, field values, character length, or arithmetic bounds.
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2Send Bulk or Individual Targeted MessagesSend custom or templated messages to just the filtered records. Access approved text message templates from within the same window.
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3Edit Records In-line Without Leaving the ConversationUpdate Salesforce records while in conversation - no separate record page, no new tab, no lost context.
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4Trigger Next-Steps from Filtered Respondent ListsFetch respondent lists, add to Salesforce Tasks, enroll in campaigns, send venue addresses, or respond to service codes at scale.
Everything Your Team Needs to Manage Conversations - In One Place
A one-stop, single-window solution for all your messaging requirements that conveniently lets you send bulk messages, export filtered views to PDF and Excel, filter messages and records based on conditionals or existing List Views, edit records in-line, and fetch lists of respondents to trigger next-steps like sharing important information or URLs.
Use keyword filters to quickly find relevant records, send custom or templated messages to selected records, and take action directly from the same window. Create or update records, edit fields inline, and add follow-up tasks without navigating away.
Single-View Filters for Bulk Operations - Everything You Need, Nothing You Don't
Filter, reply, update, and export - all from one Salesforce window, no tab-switching, no data loss.
Filtered Views & Custom List Views
Use existing Salesforce List Views to create filtered List Views. Apply filtering criteria to field columns and get custom views containing only those records that fulfill criteria. Saved filters can also be dragged and dropped directly.
Bulk Send & Export
Send bulk messages or individual replies to filtered records. Export any filtered view to PDF and Excel for reporting, follow-up tracking, or campaign handoff - all from the same window.
In-line Record Editing
Update records while in conversation. The Conversation Manager supports in-line editing over records - all without opening a separate record page or window. Reduce record update friction for your reps.
Service Code & Keyword Responses
Look for responses that contain designated service codes and respond to them. Filter message bodies for keywords, phrases, and character conditions, then fire templated or custom responses at scale.
Filter Responses and Act on Them – All in One View
Use configurable views to display the Salesforce records and fields you need in a single tabular console. Apply filters to quickly find records based on keywords, message content, field values, and other criteria.
Conversation Manager for Every Team & Use Case
From bulk campaign responses to one-on-one service conversations, Conversation Manager keeps every rep productive inside a single Salesforce window.
Keyword-Triggered Responses
Detect keywords in filtered messages and respond automatically or manually. Use designated service codes to look up responses and trigger the right follow-up to the right audience.
Send Addresses & Invitations
Fetch lists of respondents matching criteria and send venue addresses, invitations, or event details in bulk - directly from the filtered view without leaving Salesforce.
Privileged Information Delivery
Send privileged information to limited, filtered respondents only. Control exactly who receives sensitive content using filtered List View criteria before sending.
Approved Template Access
Access approved text message templates directly within the Conversation Manager window. Ensure brand consistency and compliance in every bulk or individual reply sent by your team.
Opt-in, Opt-out & Sentiment
Receive and process opt-outs and opt-ins from within the conversation window. Analyze sentiment and response patterns using filtered views to drive smarter campaign decisions.
Task & Campaign Automation
Add filtered records to Salesforce Tasks to drive meaningful automation. Enroll matched respondents in campaigns directly from filtered views to fast-track next-step execution.
Tab-Switching Is a Silent Productivity Killer for Sales & Support Reps
Every time a rep opens a new tab to update a record, they lose context, break flow, and slow down the conversation. Conversation Manager eliminates that entirely. Records update in-line, responses go out in bulk, filtered views export in one click - and your reps stay inside the conversation from start to finish, never losing the thread.