Guide
Conversations
Unified threads, reply handling, and CRM context on every message.
Step 1. Unified inbox
Inbound and outbound messages appear in one conversation thread per contact or prospect. Operators see CRM fields, recent activity, and Pam AI briefs alongside each thread.
Step 2. Reply handling
Reply from the inbox with templates, Pam AI drafts, or freeform text. Sending policy and approval gates apply the same way they apply to campaigns and Pam Agent runs.
Step 3. Assignment and tasks
Assign conversations to teammates and create follow-up tasks without leaving the thread. Activity history records replies, status changes, and agent actions.