How to review a conversation before acting
Admins open Dashboard → Conversations and search by player, phone, date or summary text. Open the day row to see the linked player and the available message context, or start from Dashboard → Players → Conversations for one contact.
Open Dashboard → Conversations
Admins can open the list from dashboard navigation. Other staff can begin at Dashboard → Players → the player → Conversations.
Search by player, phone, day or summary
Enter the available identifier and choose the day row that matches the follow-up you are handling.
Open the conversation day
Review the day, phone, linked player and turn count in the slide-over before relying on the content.
Read retained turns or the daily summary
For an unsummarized day, read inbound and outbound turns in order. For a summarized day, read the summary first and any remaining turns below it.
Open the linked player and take the next action
Use the player link to review CRM details, then create the appropriate task, academy interest or other staff-managed follow-up.
