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Workflow Action: Edit Conversation

Overview​

The Edit Conversation action in Stack empowers you to manage your conversations efficiently. You can modify the state of a conversation by marking it as read or unread, and by archiving or unarchiving it. This functionality is perfect for keeping track of which messages have been addressed and organizing your communication flow.

Action Name​

Edit Conversation

Action Description​

With the Edit Conversation action, you can:

  • Mark a conversation as read or unread: Keep track of which messages need attention.
  • Archive a conversation: Move it out of the active conversation list to declutter your view.
  • Unarchive a conversation: Bring it back into the recents tab for easy access.

This action streamlines conversation management by allowing quick status updates and organization.

Action Details​

Field Name: Mark as Read or Unread​

  • Description: Decide whether to mark the conversation as read or unread.
  • Options:
    • None
    • Mark as Read
    • Mark as Unread
  • Mandatory: No

Field Name: Archive or Unarchive​

  • Description: Choose to archive or unarchive the conversation.
  • Options:
    • None
    • Archive
    • Unarchive (Move to Recents tab)
  • Mandatory: No

How to Configure​

Action Name​

Enter a descriptive name for the action, such as "Mark as Read and Archive."

Mark as Read or Unread​

Select an option to change the read status of the conversation.

Archive or Unarchive​

Choose whether to archive the conversation or move it back to the recents tab.

Suggested Triggers​

  • Contact Replied: Automatically mark a conversation as read when a contact replies.
  • Appointment Status Changed: Archive a conversation after an appointment is marked as completed.

Example​

Scenario: You want to ensure that conversations are archived and marked as read once a customer service issue is resolved.

  1. Set up a workflow trigger for when a contact replies.
  2. Add the Edit Conversation action.
  3. Configure it to mark the conversation as read and archive it.

This setup ensures that all resolved conversations are automatically moved out of the active conversation list, helping your team stay organized and focused on unresolved issues. By maintaining a clean and organized communication channel, only active and unresolved conversations remain immediately visible to the support team.