Overview

WebToq Conversations centralizes all communication, allowing users to send, receive, and track messages in real time while maintaining a full history for every contact.

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1. Understanding Conversations

What It Is

The Conversations tab is the communication hub of WebToq, storing all interactions with leads and customers in a single, organized location.

Why It Exists

It ensures that all messaging is accessible, organized, and connected to the correct contact, reducing missed interactions and improving follow-ups.

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2. Accessing Conversations

1. Log in to your WebToq account.
2. From the left-hand menu, click Conversations.
3. You will see:
   • Contact list (left panel)
   • Active conversation thread (center panel)
   • Contact details (right panel, if enabled)

Expected Outcome:
You are now in the unified messaging interface where all communications are managed.

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3. Unified Inbox

What It Does

The Unified Inbox consolidates all messages–SMS, email, and other integrated channels–into one thread per contact.

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How to Use the Unified Inbox

1. Open Conversations.
2. Select a contact from the left panel.
3. View all messages associated with that contact in a single timeline.

Benefits:

• Eliminates the need to switch platforms
• Keeps communication organized by contact
• Provides full visibility into interactions

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4. Two-Way Messaging

What It Does

Two-way messaging allows users to send and receive messages directly within WebToq.

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How to Send a Message

1. Open a contact in Conversations.
2. Click the message input box.
3. Select the message type (SMS or Email).
4. Type your message and click Send.

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Receiving Messages

• Incoming messages appear automatically in the conversation thread.
• Notifications alert users to new messages (depending on settings).

Expected Outcome:
Real-time conversations are maintained with a full thread for context.

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5. Conversation History Tracking

What It Does

All messages are stored and linked to the corresponding contact.

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How to View Conversation History

1. Open a contact profile in Conversations.
2. Scroll through the Activity Timeline to see all past interactions.

Benefits:

• Provides context for future communication
• Prevents duplicate messages
• Supports team collaboration

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6. Real-Time Updates

What It Does

Messages update instantly as they are sent or received.

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How It Works

• New messages appear automatically in the conversation thread
• Users can respond immediately without refreshing the page

Expected Outcome:
Faster response times and improved engagement with leads.

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7. Daily Workflow Using Conversations

1. Open Conversations at the start of the day
2. Review unread messages
3. Respond promptly to pending conversations
4. Use conversation history before replying
5. Maintain all communication within the platform

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8. Best Practices

• Monitor messages frequently throughout the day
• Respond quickly to maintain engagement
• Keep all communication within WebToq for tracking
• Use conversation history before sending replies
• Maintain a consistent, professional tone

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9. Common Mistakes to Avoid

• Ignoring unread messages
• Using external platforms instead of the unified inbox
• Sending messages without checking conversation history
• Delaying responses, reducing engagement

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Summary

WebToq Conversations centralizes messaging into a unified inbox, enabling real-time communication, full conversation tracking, and organized interaction management to improve response times and customer engagement.