# SMS-Magic Converse Integration with Litify

> **Source**: [SMS-Magic](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify)
>
> <p>The SMS-Magic Converse Guide equips admins with setup and configuration steps. This guide also has content for users to use SMS-Magic.</p>

## Browse Collection

1. [Delete a Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5337gE1C2pQ-delete-a-template.md) (Article)
2. [Change the Template Owner](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4zn32gkZEFw-change-the-template-owner.md) (Article)
3. [Edit a Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2APLxMEISzM-edit-a-template.md) (Article)
4. [Create New Rich Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CkJtvIrpuXM-create-new-rich-media-message-template-package-version-1-73-onwards.md) (Article)
5. [Create New Media Message Template (Package Version 1.73 onwards)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ViireASSkK8-create-new-media-message-template-package-version-1-73-onwards.md) (Article)
6. [Create a New Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Yg40DIZ8img-create-a-new-template.md) (Article)
7. [SMS-Magic Setup & Installation - Litify](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/y70WRykxJic-sms-magic-setup-installation-litify.md) (Article)
8. [Overview - App Navigation](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yaDv2U8vifI-overview-app-navigation.md) (Article)
9. [Overview - Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GK9tsXRB0Rs-overview-facebook-messaging.md) (Article)
10. [Overview - converse desk](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5xkPV1QW3G0-overview-converse-desk.md) (Article)
11. [Workspace Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/NyQKm8SBYvg-workspace-overview.md) (Article)
12. [Setup Organization-Wide Email Address](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/EdwHQf2g65I-setup-organization-wide-email-address.md) (Article)
13. [Setup Email Services](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/JyT4UcoQ5d0-setup-email-services.md) (Article)
14. [Email to Text – FAQs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wPdjy6Se0pc-email-to-text-faqs.md) (Article)
15. [Enable Notification](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/gVjK4LLMsM8-enable-notification.md) (Article)
16. [Create an Email Template (Optional)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GV2DgVUAy6k-create-an-email-template-optional.md) (Article)
17. [Email To Text Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/XN6XAeKDFt8-email-to-text-overview.md) (Article)
18. [Exporting Campaign Statistics](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ki2zOXoInUI-exporting-campaign-statistics.md) (Article)
19. [Email Notification on Campaign Failures](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/JmsFn2VyLog-email-notification-on-campaign-failures.md) (Article)
20. [Accessing Error logs](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ptti2DZ2AN0-accessing-error-logs.md) (Article)
21. [Abort Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/TGC2bTd4Z7k-abort-campaigns.md) (Article)
22. [Clone Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/5wwlGpY0MJg-clone-campaigns.md) (Article)
23. [Schedule Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/vfYS73bU5uI-schedule-campaigns.md) (Article)
24. [Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/xusbm4l2PcM-overview.md) (Article)
25. [Edit Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bC4yTz2rkaU-edit-campaigns.md) (Article)
26. [View Campaigns](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/IGqgZAdpmwg-view-campaigns.md) (Article)
27. [Campaign Results](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4wEDNPV7MM8-campaign-results.md) (Article)
28. [Create a Campaign](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1PrKW8L0WOA-create-a-campaign.md) (Article)
29. [Access Campaign Manager](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/DrBx1QgraF0-access-campaign-manager.md) (Article)
30. [Compliance](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Z3t4S3wU3vI-compliance.md) (Article)
31. [Prerequisites](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/DvdL66nbUgM-prerequisites.md) (Article)
32. [Overview - Campaign Manager](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ZuzUXsKtRGU-overview-campaign-manager.md) (Article)
33. [Overview - Converse Apps](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/czyXDCpgaqY-overview-converse-apps.md) (Article)
34. [Overview - SMS Reports and Dashboards](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ZIbeHmIEx60-overview-sms-reports-and-dashboards.md) (Article)
35. [Introduction - Multichannel compliance](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/04Z1badp4Dc-introduction-multichannel-compliance.md) (Article)
36. [Schedule Bulk SMS](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2TkKQ4FjHg8-schedule-bulk-sms.md) (Article)
37. [Send Bulk SMS](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4s6vXaUqrjM-send-bulk-sms.md) (Article)
38. [User Management](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/En3lMlNjU8Y-user-management.md) (Article)
39. [License Feature Access](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/49nnhu7L60g-license-feature-access.md) (Article)
40. [Message Configuration](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Su3AwPRgXPQ-message-configuration.md) (Article)
41. [Sender ID and Assignment](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/8gbbufQ5jqM-sender-id-and-assignment.md) (Article)
42. [Conversations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4DvfPbEyZ2k-conversations.md) (Article)
43. [Permission Management](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/w1eIDTRHdfs-permission-management.md) (Article)
44. [Send a New Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9hK9A3bUn38-send-a-new-message.md) (Article)
45. [Configure Audit Database](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/QMJ64yDKKTM-configure-audit-database.md) (Article)
46. [Configure Consent Method](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/gzfdHlh1mz4-configure-consent-method.md) (Article)
47. [Create Double Opt-In Configuration](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/90wXodwrqE4-create-double-opt-in-configuration.md) (Article)
48. [Configure Keywords](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/uBHbOm8A3Lc-configure-keywords.md) (Article)
49. [Introduction - Create consent database](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wL2BaO1wGms-introduction-create-consent-database.md) (Article)
50. [Create Consent Automatically](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Jrl8GNxod6s-create-consent-automatically.md) (Article)
51. [Create Consent Manually](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/puDbtlWTQ6s-create-consent-manually.md) (Article)
52. [Create Consent programmatically(via apex)](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/o3SyX3a9MgE-create-consent-programmatically-via-apex.md) (Article)
53. [Importing Existing Consents](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/XKPoxXHQoHs-importing-existing-consents.md) (Article)
54. [WhatsApp Channel Overview](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/KQkVMV4xcvE-whatsapp-channel-overview.md) (Article)
55. [Understanding WhatsApp Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yUGt1h9XkPc-understanding-whatsapp-messaging.md) (Article)
56. [Steps to get started and configure WhatsApp-enabled business number](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/3wQo24BNfCg-steps-to-get-started-and-configure-whatsapp-enabled-business-number.md) (Article)
57. [Creating WhatsApp Templates](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/3dasNhzayr0-creating-whatsapp-templates.md) (Article)
58. [WhatsApp Tagged Sender IDs, Templates and Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ybBajubpTP8-whatsapp-tagged-sender-ids-templates-and-messages.md) (Article)
59. [FAQ's](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Cidn1i3Qf1Q-faq-s.md) (Article)
60. [Configure Run SMS Campaign Button in Classic](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/kV7I7Nndwu0-configure-run-sms-campaign-button-in-classic.md) (Article)
61. [Configurate Notifications for New Conversations ](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PSx2ROQf7f8-configurate-notifications-for-new-conversations.md) (Article)
62. [Send a Message from Conversation View on a Record Page](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/WXSZvd68UtI-send-a-message-from-conversation-view-on-a-record-page.md) (Article)
63. [Send a Message from Record Details](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/1jrUmcJUjJA-send-a-message-from-record-details.md) (Article)
64. [Send a Message from Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PqODCulW220-send-a-message-from-converse-inbox.md) (Article)
65. [Reply to a Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Bxv7oh1vfCg-reply-to-a-message.md) (Article)
66. [Send a Multimedia Message](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/92Pc4EokREo-send-a-multimedia-message.md) (Article)
67. [Filter Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/W45yp40aY6Q-filter-template.md) (Article)
68. [Search Template](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/yzPDtPFSP2Y-search-template.md) (Article)
69. [Litify Configuration Use Cases](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/6SGJly0oBEM-litify-configuration-use-cases.md) (Article)
70. [Features Available as per the Selected Plan](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/0hLwVF36BTw-features-available-as-per-the-selected-plan.md) (Article)
71. [Configuring User Profiles](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/eE63F7rmLlM-configuring-user-profiles.md) (Article)
72. [Search Conversations in Converse Desk](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bVmBx8fqtvY-search-conversations-in-converse-desk.md) (Article)
73. [Creating Facebook Templates](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/OpODtN7sRCA-creating-facebook-templates.md) (Article)
74. [Add Navigation Bar](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/mdK3Q4cw4DU-add-navigation-bar.md) (Article)
75. [Create a New Converse App](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/F8demj8m7O8-create-a-new-converse-app.md) (Article)
76. [Converse Dashboard - User](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ql1r9wYNQZE-converse-dashboard-user.md) (Article)
77. [SMS-Magic Converse Compatibility with Salesforce](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Yy69sjtAZVs-sms-magic-converse-compatibility-with-salesforce.md) (Article)
78. [Url shortening](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/qwsWNqyfi88-url-shortening.md) (Article)
79. [View Conversations using Global and Conversation Filters](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/KU2e04Mk9bk-view-conversations-using-global-and-conversation-filters.md) (Article)
80. [Pick & Choose - Additional configurations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CGZu3H2lxhc-pick-choose-additional-configurations.md) (Article)
81. [Converse Dashboard - Team](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/9A2hqn09NN8-converse-dashboard-team.md) (Article)
82. [Add Message Flow](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/7mc4vpLvJgI-add-message-flow.md) (Article)
83. [Understanding Facebook Messaging](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/hYsmf7yj9eU-understanding-facebook-messaging.md) (Article)
84. [Configure Run SMS Salesforce Campaign Lightning Steps](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/jkNGgcL3ZZY-configure-run-sms-salesforce-campaign-lightning-steps.md) (Article)
85. [Manual Sync-up of System Settings](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/HavUvP6w6pk-manual-sync-up-of-system-settings.md) (Article)
86. [Enable Facebook Messenger for Your Business Page](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/GDUm3BW9FyQ-enable-facebook-messenger-for-your-business-page.md) (Article)
87. [Converse Dashboard - Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/lUnQ794NTWI-converse-dashboard-messages.md) (Article)
88. [SMS Magic - System Update Notifications](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Xhr8aykESO4-sms-magic-system-update-notifications.md) (Article)
89. [Use Action Key](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Tmw60vWC9jg-use-action-key.md) (Article)
90. [Connect Production Accounts from Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/Ei4DXAAv9CI-connect-production-accounts-from-workspace.md) (Article)
91. [Expiring Short Links](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/A33NDXg4j44-expiring-short-links.md) (Article)
92. [Conversations in Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/U6RVM28z6zE-conversations-in-converse-inbox.md) (Article)
93. [Overview - Configure Converse Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PUEE4m3s57U-overview-configure-converse-inbox.md) (Article)
94. [Search Converse App](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/J6VmwmfZofI-search-converse-app.md) (Article)
95. [Deleting Short URL](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/rqn1sHIEOiE-deleting-short-url.md) (Article)
96. [Configure Converse Inbox on Classic Side Panel](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/ICpw3vlh5E8-configure-converse-inbox-on-classic-side-panel.md) (Article)
97. [Overview - Analytics Dashboard](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/jbuXJpvfZO8-overview-analytics-dashboard.md) (Article)
98. [View Conversation Details](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/bf3b4wqG9V4-view-conversation-details.md) (Article)
99. [Connect Salesforce Sandbox from Workspace
](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/wuOp2Z5M2E0-connect-salesforce-sandbox-from-workspace.md) (Article)
100. [Steps to Integrate Facebook Business Page via Customer Portal](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/W5NBs3txPr0-steps-to-integrate-facebook-business-page-via-customer-portal.md) (Article)
101. [Steps to Configure Sender ID and Message Templates in SMS-Magic Converse](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/BVPMvNnrlNU-steps-to-configure-sender-id-and-message-templates-in-sms-magic-converse.md) (Article)
102. [Automation of URL Shortening](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/VZAWGOVVLrE-automation-of-url-shortening.md) (Article)
103. [Save an Unknown Number as a New Lead](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2fnBiE70IKg-save-an-unknown-number-as-a-new-lead.md) (Article)
104. [Trigger a Message Action from Flows](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/2eP2qVjhGsc-trigger-a-message-action-from-flows.md) (Article)
105. [Consent Status](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/CoYxwuXZF2E-consent-status.md) (Article)
106. [Configure Converse Inbox on Lightning Utility Bar](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/E6MfoR1nbKc-configure-converse-inbox-on-lightning-utility-bar.md) (Article)
107. [Upgrade Package Version From Workspace](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/PyYtRxR2Hvs-upgrade-package-version-from-workspace.md) (Article)
108. [Facebook Tagged Sender ID’s, Templates & Messages](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/dpttA0fCNxw-facebook-tagged-sender-id-s-templates-messages.md) (Article)
109. [Transferring Credits: Move and Manage Your Messaging Credits](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/VhEtxW3mfmg-transferring-credits-move-and-manage-your-messaging-credits.md) (Article)
110. [URL Tracking](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/C0sKiaNR2ic-url-tracking.md) (Article)
111. [Conversation Filters](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/8pkHQBzuRpQ-conversation-filters.md) (Article)
112. [Opt-Out Analysis](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/48GUSi283Q8-opt-out-analysis.md) (Article)
113. [Configure Custom Inbox](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/aTs1hvOko5I-configure-custom-inbox.md) (Article)
114. [Overview - Configure SMS Buttons](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/h0Bn1UxXtvo-overview-configure-sms-buttons.md) (Article)
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120. [Mark Conversations](https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/THdoYHWiUW0-mark-conversations.md) (Article)
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---

# ARTICLE: Conversations

## METADATA

- id: MtHrCepocReSUziYL4aHFQ
- type: article
- source: SMS-Magic
- content_url: https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify/4DvfPbEyZ2k-conversations

- collection_url: https://docs.sms-magic.com/noYr8JAHcVM-sms-magic-converse-integration-with-litify

## CONTENT

Here is the step-by-step video for setting up Conversations in Converse Settings

In the Conversations section, you can define the conversation settings for users and user profiles in the organization. You can configure the following in Conversations:

**Converse Desk Layouts** – Under the Converse Desk Layouts tab, you can help users configure the following:

- Conversation Filters and Global Filters for specific users and profiles. 
- The color theme for the Converse Desk. 
- Conversation Topic Layout.

**Message Settings –** Under the Message Settings tab you can define the following:

- The color theme for displaying Automated messages.
- Information to be displayed under every Incoming and Outgoing message bubble. 
- Information to be displayed under the information lookup fields.

 

**General Settings** – Under the General Settings tab, you can disable or enable user privileges for the following features:

- Send Canned Responses
- Define Character Limit for Messages
- Internal Note
- CRM Actions 
- Related Conversation Setting

### **Configure Converse Desk Layout**

Under the Converse Desk Layouts tab, you can create multiple layouts for the Converse Desk. For each layout you can:

- Select the filters under the static Conversation Filters.
- Select the filters under the dynamic Global Filters.
- Assign the users and user profiles to the layout.

The static Conversation Filters are pre-defined. The **All** and **Unread** filters are the default filters and cannot be removed from the selection list of filters.

The dynamic Global Filters are dependent on what message objects are selected under Message Configuration.

**To Create a New Layout:**

1. Login to Salesforce and access SMS-Magic Converse.

2. In the **Converse Settings** tab, click **Conversations**. The Conversation page appears.

*[Image]*

3. Under **Configure Converse Desk Layout** section, click **Create New Layout**. The Create New Layout popup window appears.

*[Image]*

4. Type the name of the Layout.

5. Under **Global Filters**, select the objects for which you want to view the messages.

6. Under **Conversation Filters**, select the relevant filters to view messages. 

7. Select the user or profile names for whom the layout will be available in the **Select Users, profile** field.

8. Click **Save**. The new layout is found in the Configure Converse Desk Layout list.

9. Click **Save Changes** at the bottom of the Converse Desk Layouts tab page.

**To Select the Desk Theme:**

1. the **Converse Desk Layouts** section, slide the toggle button to enable the **Color** feature. The **Color** section appears as shown.

*[Image]*

2. Select a color or pattern for the desk theme.

3. Click **Preview Theme**. A separate popup window displays a preview of the Converse Desk.

4. Click **Save Changes** at the bottom of the **Converse Desk Layouts** tab page.

**To Customize the Conversation Topic View:**

1. In the **Converse Desk Layouts** section, go to **Conversation Topic**.

*[Image]*

2. Select the relevant template from the **Template Name** list.

3. Select the relevant name for the field from the **Field Name** list.

4. Click **Save Changes** at the bottom of the **Converse Desk Layouts** tab page.

### **Configure Message Settings**

In the Message Settings tab, you can configure the following:

- The color theme for displaying automated messages
- The information that appears below every Incoming and Outgoing message bubble
- The information that appears below the information lookup fields

**To Configure Color for the Automated Message:**

1. In the **Message Settings** tab, browse **Display Automated Message**. 

*[Image]*

2. In **Display Automated Message**, slide the toggle button to enable the feature.

3. Select a color.

4. Click **Save Changes** at the bottom of the **Message Settings** tab page.

**To Define Message Bubble Information:**

1. In the **Message Settings** tab, browse **Message Bubble Information**. 

*[Image]*

2. In **Message Bubble Information** select the relevant checkboxes to define the information to be displayed under each message bubble.

3. Click **Save Changes** at the bottom of the **Message Settings** tab page.

**To Define Lookup Field Information:**

1. In the **Message Settings** tab, browse **Lookup Fields Display and Configuration**. 

2. In **Lookup Fields Display and Configuration**, slide the toggle button to enable the feature. The information to be displayed under Lookup fields appear.

*[Image]*

3. Select the appropriate information to be displayed in the information lookup field.

4. Click **Save Changes** at the bottom of the **Message Settings** tab page.

### Configure General Settings

In the General Settings tab, you can disable or enable user privileges for the following features:

- Send Canned Responses
- Define Character Limit for Messages
- Internal Note
- Configure CRM Actions
- Configure Related Conversation

**To Enable Usage of Canned Responses:**

1. In the **General Settings** tab, browse **Reply Using Canned Responses (Templates Only)**. 

*[Image]*

2. In **Reply Using Canned Responses (Templates Only)**, slide the toggle button to enable the feature.

The feature is disabled by default. If you enable it once it will remain enabled for subsequent logins. In the disabled state, none of the fields shown in the screen above will be visible.

3. Click **Create New**. The Reply Using Canned Responses (Create New) popup window appears.

*[Image]*

4. In **Users and Profiles**, type any three letters of the User name or profile and select the relevant name from the list that appears.

5. In **Do you want to enable Canned Responses?** Select **Yes** if you want to enable this feature for the selected user or **No** if you want to disable this feature for the selected user profile.

6. Click **Save**. 

**To Define the Message Character Limit:**

User profiles for which you have enabled the Reply with Canned Responses feature are not able to create and send custom messages. Therefore, it will overwrite all character limits you may have defined for the same user profile. Do not enable the Reply with Canned Responses feature if you want to define character limits for any specific user profile.

1. In the **General Settings** tab, browse the **Character Limit of a Message**. 

*[Image]*

2. In the **Character Limit of a Message** section, slide the toggle button to enable the feature.

3. Click **Create New**. The Character Limit of a Message (Create New) popup window appears.

*[Image]*

4. In **Users and Profiles**, type any three letters of the User name or profile and select the relevant name from the list that appears.

5. In Enter Character Limit type the maximum number of characters each message sent by the selected user profiles can contain.

6. Click **Save**. 

If you want to edit or delete the character limit, then in **Action**, click the **Down** icon and then click **Edit** or **Delete** to make the required changes. 

**To Enable Internal Note:**

1. In the **General Settings** tab, browse **Internal Note**. 

*[Image]*

2. In the **Internal Note** section, slide the toggle button to enable the feature.

The feature is disabled by default. If you enable it once, then it will remain enabled for subsequent logins. In the disabled state, none of the fields shown in the screen above will be visible.

3. Click **Create New**. The Internal Note (Create New) popup window appears.

*[Image]*

4. In **Users and Profiles**, type any three letters of the User name or profile and select the relevant name from the list that appears.

5. In **Do you want to enable Internal Note**? Select **Yes** if you want to enable this feature for the selected user profile or **No** if you want to disable this feature for the selected user profile.

6. Click **Save**. 

If you want to edit or delete the internal note, then in **Action**, click the **Down** icon and then click **Edit** or **Delete** to make the required changes. 

**To Configure CRM Actions:**

1. In the **General Settings** tab, browse **Configure CRM Action**. 

*[Image]*

2. In **Configure CRM Action** section, slide the toggle button to enable the feature. The feature is disabled by default. If you enable it once, then it will remain enabled for subsequent logins. In the disabled state, none of the fields shown in the screen above will be visible.

3. Identify the object for which you want to add CRM actions.

4. In Action, click the **Down** icon and then, click **Edit**.

5. In the Configure CRM Actions for