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Conversations

The unified inbox where every customer message — email, web chat, social — shows up in one place.

This is one of the most underrated features of your RevStack platform. No more "did you check email? did you check Facebook?" — every conversation lives here.

What lands in Conversations

Live today:

  • Emails sent to your business email address
  • Web chat messages from your website / lead page
  • Voice call transcripts from your Dynamic AI Line (224-470-7787) — the Voice AI is live and answering

Activates once connected:

  • Facebook Messenger — flows into your inbox once you connect your Facebook messaging
  • Instagram DMs — same, once you connect your Instagram messaging

Also lands here:

  • Form submissions (with the customer's note, if they left one)

All in one inbox. One thread per customer, regardless of channel.

The Conversation AI — what it does

Your Conversation AI reads every incoming message and handles a lot of it before you ever see it:

  • Answers common questions (hours, services, basic pricing, location)
  • Books appointments by sending the customer your calendar link
  • Confirms project types and timelines
  • Asks qualifying questions to filter serious leads from tire-kickers
  • Sends follow-up info when asked ("send me the brochure")
  • Hands off to you when it should

You'll see AI-handled conversations marked in the inbox so you know which ones it covered.

When the AI hands off to you

A conversation gets flagged for you (yellow flag) when the AI sees any of:

  • A complex pricing question on a big project
  • An upset or frustrated tone
  • A specific question the AI doesn't know the answer to
  • The customer asks for a human directly
  • Anything sensitive (legal questions, complaints, etc.)

When you see a yellow flag, open the conversation and read the last few messages. Reply directly. The AI stops talking the moment you do.

Replying from the mobile app

  1. Tap the conversation
  2. Read the last few messages
  3. Type your reply
  4. Tap send

The customer sees your reply as a normal email or web chat message from Dynamic Group. (If you want to text a lead, you do that from your own phone after a Personal Text Alert — the system itself doesn't send texts.) They never see anything technical.

Replying from the web app

Same flow, more screen real estate. Useful if you want to:

  • See attachment previews larger
  • Reference a contact's pipeline stage while replying
  • Use templates (web only — see below)

Templates for common replies

The web app has a "Templates" or "Snippets" feature you can use to insert common responses:

  • "Thanks for reaching out — what project are you thinking about?"
  • "I'd love to come measure that. Pick a time: [calendar link]"

Save replies you find yourself typing more than 3 times. You can also build new templates as your team identifies common questions.

What's automated (so you don't have to think about it)

The system fires these without you doing anything:

  • Welcome email to anyone who fills out the lead/estimate form (plus a Personal Text Alert to the rep so a human can text them back from their own phone — the welcome itself is an email, not an automated text)
  • Confirmation email when they book a calendar appointment
  • Appointment reminders — a reminder the day before, and again the morning of
  • Review request email shortly after a job is marked Completed
  • Long-term nurture emails for leads marked Lost
  • Reactivation emails (when YOU enroll someone in the Reactivation workflow)

Note: the system never sends automated texts. Any texting is a human texting from their own phone after a Personal Text Alert lands.

Your team only writes responses for conversations that need a human — usually the meaningful ones.

Tagging conversations

You can tag entire conversations to track patterns:

  • complaint — flag for review later
  • sales-qualified — they're ready to buy
  • referral-source — they sent you a friend
  • vip — high-value past customer

These tags help when you're scanning reports at the end of the week.

Voice call transcripts

Your Voice AI is live and answering on your Dynamic AI Line (224-470-7787). Your office line (773-283-0191) forwards missed calls to it, so calls get caught even when no one picks up. For every call the AI handles:

  • Every call gets a transcript
  • The transcript appears in the contact's conversation thread
  • The AI summarizes what was discussed
  • Action items are surfaced ("customer wants to schedule estimate" → opportunity created in pipeline)

Calls your team answers in person still route to whoever picks up — exactly as they do today.

What if I'm stuck?

Stuck moment Fix
"I see a conversation but no contact attached to it" Tap the conversation → look for "Link to Contact" → create or attach. This happens with brand-new opt-ins before the contact is fully created.
"The AI replied to a customer with the wrong info" Open the conversation, send a corrective reply yourself. Then text Kevin with the customer name + what went wrong — we tune the AI based on these examples.
"I sent an email reply and the customer didn't get it" Check the email's status in the thread — does it say "Delivered"? If "Failed," check the customer's email address for typos. (This delivery status applies to email; texts come from your own phone, so check your phone's messages app for those.)
"I want to stop the AI on a specific conversation forever" Open the conversation → settings → toggle "AI Auto-Reply" off for this contact.

Video walkthrough

Last updated: 2026-06-17 by Kevin / RevStack