Guides/Help Center/Messages and phone

Use your Conversations inbox

By Brad Bone, co-founder of RiverX AI · Updated October 2026

PlanAll plans
Time10 minutes
Who does itYou
Short answer

Conversations is one inbox for every way customers reach you: texts, emails, calls, voicemails, website chat, Facebook, Instagram, and Google. Open a conversation to see the whole history with that customer, reply on any channel, and leave private notes for your team.

  1. 1

    Open Conversations

    Click Conversations in the left menu.

  2. 2

    Use the tabs

    Use the tabs at the top: All, Mine, Unread, and Recents.

  3. 3

    Filter the list

    Click the filter icon to narrow by tag, channel, or who it's assigned to.

  4. 4

    Open a conversation

    Open a conversation. The full history with that customer shows in order, across every channel.

  5. 5

    Reply on any channel

    To reply, pick the channel in the message box, such as SMS or Email, type your message, and send.

  6. 6

    Leave a note for your team

    To leave a note only your team sees, choose Internal Comment in the message box. Type @ and a name to notify a teammate.

Good to know

  • AI receptionist calls show here too, with the recording and transcript.
  • Internal comments can't be edited or deleted after you post them.
  • Deleting conversations is permanent.
  • My Inbox shows conversations assigned to you or that you follow. Team Inbox shows everything, if your login has full access.
Need a hand?

Our team handles setup and changes for every plan. Call (661) 491-7391, 8 AM to 5 PM Pacific. We usually respond the same day.

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