# SMS Magic Interact for Zoho CRM > **Source**: [SMS-Magic](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm) > >

This integration streamlines your communication efforts, allowing you to engage with your contacts more effectively through SMS-Magic's innovative features. Whether you're sending personalized messages, automating workflows, or tracking interactions,

## Browse Collection 1. [Configuring Modules ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FmBITofFCzs-configuring-modules.md) (Article) 2. [Overview Messaging Services](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/Okz0WTkf8m8-overview-messaging-services.md) (Article) 3. [IP Whitelisting](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/DzLqto6KaLM-ip-whitelisting.md) (Article) 4. [Message Template](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/3pNcGDK9EFo-message-template.md) (Article) 5. [Overview- Set up autoresponders in Zoho](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/QpHX5tKMfng-overview-set-up-autoresponders-in-zoho.md) (Article) 6. [Adding send sms button](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/cstLhZj4L6E-adding-send-sms-button.md) (Article) 7. [Converse desk - Overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/4FOPo5JS47Y-converse-desk-overview.md) (Article) 8. [Incoming messages overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FTQMLI6zogc-incoming-messages-overview.md) (Article) 9. [Overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/ff2RmXcCS0A-overview.md) (Article) 10. [Create a New Campaign](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/hyTJsQbesbk-create-a-new-campaign.md) (Article) 11. [Incoming Message Notification](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/C38NFh9ZrOk-incoming-message-notification.md) (Article) 12. [Url shortening](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/qwsWNqyfi88-url-shortening.md) (Article) 13. [Pre-requisites](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/JE4f9gxRubA-pre-requisites.md) (Article) 14. [Transfer SMS History from Leads to Contacts](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/VJbR15qiVU8-transfer-sms-history-from-leads-to-contacts.md) (Article) 15. [Manage Access](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/manage-access.md) (Article) 16. [Account Activity](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/account-activity.md) (Article) 17. [SMS History in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/uXJ9BbAZOOM-sms-history-in-zoho-crm.md) (Article) 18. [Module Lookup on SMS History](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/5LvnCzIPigs-module-lookup-on-sms-history.md) (Article) 19. [Setup Converse Desk in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/MHxMNeujOvk-setup-converse-desk-in-zoho-crm.md) (Article) 20. [Email Notification on Incoming Messages ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/NR2f7nROc8w-email-notification-on-incoming-messages.md) (Article) 21. [Manage Your Message Templates](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/pMuINfyGd9M-manage-your-message-templates.md) (Article) 22. [Send Single from Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/I03m5CddWnM-send-single-from-zoho-crm.md) (Article) 23. [Understanding the JSON Payload Configuration for Automation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/jpiRCnokU70-understanding-the-json-payload-configuration-for-automation.md) (Article) 24. [Manage Campaigns](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/tRuviPwePmo-manage-campaigns.md) (Article) 25. [Configuration - URL shortening](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/SaB8uMqITic-configuration-url-shortening.md) (Article) 26. [Messaging dashboard](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/bcOs3EMY5ds-messaging-dashboard.md) (Article) 27. [Zoho setup-overview](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/v4xBnfdKomM-zoho-setup-overview.md) (Article) 28. [Coverage](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/coverage.md) (Article) 29. [Initiate a New Conversation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/gUkh4biEyL8-initiate-a-new-conversation.md) (Article) 30. [Sender ID/ Numbers Setup in Zoho CRM](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/FRxeLRuUov8-sender-id-numbers-setup-in-zoho-crm.md) (Article) 31. [Adding send bulk sms button](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/d0rIJ5xFHQY-adding-send-bulk-sms-button.md) (Article) 32. [Signup for free trial](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/0J2G0J1ICsc-signup-for-free-trial.md) (Article) 33. [Create Webhooks](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/VW6XpAXKtGQ-create-webhooks.md) (Article) 34. [Shortened Links](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xHBCSOzNfG8-shortened-links.md) (Article) 35. [Manage Conversations](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xIHnOhlXu3g-manage-conversations.md) (Article) 36. [Deleting a Shortened URL](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/YtHcuBm9E9Y-deleting-a-shortened-url.md) (Article) 37. [Inbox](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/6Jw3m028sjs-inbox.md) (Article) 38. [Associate the Webhook with the Workflow Rule](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/ntQHpBOI7u0-associate-the-webhook-with-the-workflow-rule.md) (Article) 39. [Setup Outbound and Inbound Sender IDs](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-outbound-and-inbound-sender-ids.md) (Article) 40. [Installation](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/qO2HiOSNkfY-installation.md) (Article) 41. [Send Message as Campaign from Zoho ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/KfBH7wC2JW4-send-message-as-campaign-from-zoho.md) (Article) 42. [Using Short links in Converse Desk](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/OaRzWo5thuM-using-short-links-in-converse-desk.md) (Article) 43. [Invite new users](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/kueBjT9QV2U-invite-new-users.md) (Article) 44. [Manage your Sender IDs](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/0Zd2JtOcruU-manage-your-sender-ids.md) (Article) 45. [Bulk SMS to List](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/6eKrX03qllg-bulk-sms-to-list.md) (Article) 46. [Sending Bulk messages from Zoho Lists](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/cPGerQQWQxw-sending-bulk-messages-from-zoho-lists.md) (Article) 47. [Setup Business Hours Compliance](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-business-hours-compliance.md) (Article) 48. [Setup Consent Management ](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/KL26A5kIfbw-setup-consent-management.md) (Article) 49. [Setup Multi-Channel Integrations](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/setup-multi-channel-integrations.md) (Article) 50. [Messaging Quickstarts](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/m89VOpsezFY-messaging-quickstarts.md) (Article) 51. [Alert and Subscription Management](https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xU2cdRS8uAQ-alert-and-subscription-management.md) (Article) --- # ARTICLE: Manage Conversations ## METADATA - id: IrhAAqgA6Sxw0JYdd9OExg - type: article - source: SMS-Magic - content_url: https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm/xIHnOhlXu3g-manage-conversations - collection_url: https://docs.sms-magic.com/CxEiDhI6bks-sms-magic-interact-for-zoho-crm ## CONTENT You can manage your conversations and take a few actions as per your need for one or more conversations. ### **Conversation Window** This is a chat interface to communicate easily with a customer. You can see the outgoing and the incoming messages in a selected conversation. Follow the below steps to open the conversation window for a conversation and start chatting. - Click on the conversation in My Inbox/Sent Messages/Team Inbox you wish to view or send a message. You can identify the conversations with a particular customer by their name on the conversation and the module their record belongs to in Zoho CRM. - You can view the outgoing and incoming messages in this conversation so far separated with Date and Time - You can type in your message in the compose box, at the bottom of the Conversation Window and Send the message - You can use Media files and Emoticons while composing the message - You can use saved Message Templates of type Conversation. You can search from the available list of templates. - You can see the status of the sent messages update on the window. The status can be interpreted as- - Single tick - Message Sent successfully - Double tick - Message Delivered - Blue Double tick (for WhatsApp) - Message Read by the recipient - Red Triangle Icon - Message not sent - Clock Icon - Message is queued. This can be because of the network traffic or when you try sending a message outside the set Business Hours. *[Image]* **Conversation over SMS Channel** For having a conversation with your customers via the SMS channel, you can send text or media messages over the SMS channel to your customer.  *[Image]* **Conversation over WhatsApp Channel** For conversing with your customers via WhatsApp channel, during an Active Customer Care Window, you can send text or media messages over WhatsApp to your customer. You can select WhatsApp registered or non-registered templates to send the messages. *[Image]* In case, your Customer Care Window is closed, you will not be able to send a custom message. You can only send a WhatsApp registered template. *[Image]* > You need to have Opt-In Consent uploaded/received on SMS-Magic Web Portal’s Consent Management, to send WhatsApp Registered Templates. ### **Search for Conversations** You can type in Name or Mobile Number to search a conversation in My Inbox and Sent Messages. Hit Enter or click on the Search Icon to begin the search. ### **Read/Unread Conversation/s** You can mark your conversations as Read/Unread in My Inbox and Sent Messages. Select one or more conversations to mark them as Read/Unread. *[Image]* Admin Users can read the conversations in Team Inboxes without affecting the read status of the conversations for the Standard User’s Inbox. Admin users can manually read/unread a conversation in the Team Inbox to change the status of the conversation in the Standard User’s Inbox. A confirmation dialog appears as shown below. *[Image]* *[Image]* ### **Assign Conversation/s** Admin Users can assign one or more conversations from My Inbox and from Inboxes of Standard users to any other standard user. You can select the standard user you want to assign the conversation to from the dropdown in the Assign Conversation dialog box. Once the conversation is assigned, it will be moved to the assigned user’s Inbox, thus transferring the ownership of the conversation to the assigned user.  The assigned conversation/s will be marked unread in the User's Inbox so that the user can easily identify the new conversations in their Inbox. A notification of the assignment will also be visible to the standard user on the browser tab when Converse Desk is open. > - Conversations are created in Converse Desk, only when an incoming is received on the sent Campaign message > - Messages are not sent to opted-out recipients > - Messages are not sent outside business hours > - You cannot delete conversations ### **Open / Close Conversations** You can now manage your conversations by closing them and viewing them in the Closed tab. *[Image]*Click on the 'close conversation' to move this to the closed tab. *[Image]* ### Pin Conversations You can pin important conversations in the Converse Desk for quick access and better management. *[Image]* This is how the pin conversations will look. *[Image]* ### **Limitations:** - If a Zoho CRM record is newly created, it might not immediately show up in the Auto-Search while sending a message through New Message Window - If a Zoho CRM record is updated, it will not get updated on Converse Desk - If a Zoho CRM record is created/updated just a few minutes before you receive a message initiated by your customer, the Customer Record Lookup  in Zoho CRM will not be successful. This is because the latest update is not sent over by Zoho in API response immediately. These conversations will show the mobile number of the customer instead of their name. ### **Glossary:** - **Customer Care Window -** A WhatsApp messaging session starts when a user sends your business a message and lasts for 24 hours in the most recently received messages window. This active window is the Customer Care Window. You can send regular text messages or media messages (i.e., any non-template messages) in this 24-hour active window. - **Registered WhatsApp Template -** Registered WhatsApp Template messages are pre-approved message templates called MTMs for outbound notifications such as delivery alerts and appointment reminders. They cannot be used for marketing. You must use a WhatsApp Template Message if more than 24 hours have elapsed since the user last responded to you. Any other type of message will fail.