Product Town Hall for Conversation and Chat (05/05/25)

Anchal Bhatia · 2025-05-05T18:02:13.983Z

AI Companion Summary Quick recap Susmitha discussed the upcoming releases for Conversations for the quarter, including the internal chat feature and the ability to tag users and send automated workflow messages. The team also discussed the plan for a Chrome extension for Gmail and Outlook, the usefulness of the Chrome extension for users managing email on their phones, and the development of a new contacts module and the integration of TikTok into the platform. Other topics included the use of dummy data in their system, the need for a preference management module for the email channel, and the development of a GHL conversation layer for personal mailboxes. Next steps Susmitha to schedule a call with Dutch to discuss automated welcome messages for new sub-accounts. Susmitha to schedule a call with Dea to discuss email failure notifications. Saurav to check with the LC team about the recent changes in default headers for email sending. Saurav to discuss with the workflows team about adding a trigger for inbound emails based on the receiving email address. Ryan to email Glenn the tutorial video for the new internal team mailbox feature. Saurav to share Charles' suggestion for social media profile buttons on contact cards with Pallavi. Ryan to follow up with Shabam and other teams regarding the issue of user permissions across multiple sub-accounts. Conversations team to implement a toggle for dummy data in conversations before releasing the feature. Susmitha to pass on feedback about adding audible alerts for internal notifications to the notifications and user management team. Saurav to investigate the possibility of implementing a CRM inbox functionality similar to Hubspot and Salesforce. Summary Conversations Releases and Internal Chat Enhancements In the meeting, Susmitha discussed the upcoming releases for Conversations for the quarter. She highlighted the recent release of the internal chat feature, which allows users to chat with sub-account users directly from the CRM. She also mentioned the upcoming enhancements to the internal chat feature, including the ability to tag users and send automated workflow messages. Additionally, she introduced a new feature that allows agencies to create internal chats with specific sub-accounts. Susmitha also addressed questions about the notification system, including the need for audible alerts for internal notifications. Chrome Extension for Gmail and Outlook Susmitha discussed the plan for a Chrome extension for Gmail and Outlook, which would allow users to create and update contacts directly from their email. She also mentioned an upcoming feature that would allow users to specify which sub-accounts their emails should connect to, addressing a concern raised by Michael about email correspondence visibility across sub-accounts. Jeff raised a related issue about user permissions across sub-accounts, which Charles confirmed was a known problem. Susmitha assured Jeff that the upcoming feature would address his concern. Chrome Extension Branding and Features Ryan and Waz discussed a plan to address a concern raised by Waz. Susmitha and Damian discussed the branding of a Chrome extension for email, with Susmitha suggesting a white label approach for the first phase. Damian proposed taking on the heavy lifting of branding and launching the extension on the Google store, which Susmitha agreed to discuss internally. Dan raised a question about the usefulness of the Chrome extension for users managing email on their phones, to which Susmitha confirmed it was only for desktop use. Susmitha then presented several new features for the system, including the ability to save filters as views, an inbox for mentions, and a new UI for conversations. Jeff suggested adding a feature to see all calls and texts without having to create filters, which Susmitha took note of. New UI Features and Email Updates Dea and Susmitha discussed the possibility of filtering emails based on the email ID they are coming from. Susmitha noted that this feature is not currently available with the new UI, but she will consider it for future development. Saurav then presented updates on the new UI, including the ability to modify email recipients and the upcoming feature of forwarding emails. He also mentioned the development of a new contacts module and the integration of TikTok into the platform. Saurav highlighted the need for a preference management module for the email channel, which is currently in the final stages of product requirements and design. Dummy Data Management and Preference Saurav and Charles discussed the use of dummy data in their system. Saurav confirmed that they would be using the same set of dummy contacts as the contacts team. Charles expressed concerns about the dummy data being loaded, especially when snapshots are being loaded, and suggested the need for a hierarchy and toggles to manage this. Saurav agreed to work on this issue. They also discussed the preference management f

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