Using the Conversation Editor

Using the Conversation Editor 

In this course you'll learn how this advanced tool offers unmatched flexibility and control, allowing you to customize your conversations like never before. Whether you're crafting messages to capture your brand's unique voice or using AI to refine communications with precision, the Conversation Editor puts you in the driver's seat. 

First, watch the video below for an introduction to the feature and an overview of how to use it! 

Download Video 

Activating the Conversation Editor 

Are you ready to start customizing your Revenue Digital Assistant’s™ conversations? If you are a Conversica Admin (or Manager with Admin permissions) follow the steps below to easily activate the Conversica Conversation Editor allowing new or existing profile members to view and/or edit your current conversations. 

Want to learn more about the different permissions? Review our Activating Conversation Editor Permissions article for more details. 

How to Edit Permissions 

Note: Permissions are handled on the Profile level, not by individual user or team levels. 

1. From the Conversica Dashboard, click Settings, User, Profiles & Teams.

2. Select the Profile you want to grant access to. 

If you want to create a new profile, follow the steps in this article. 

3. Click Edit Settings. 

4. Scroll to Conversations, and select the permission(s) you want to grant. 

5. Click Save Changes 

For more details on how to use the Conversation Editor, additional features on 

the Conversation page, and our best practices, refer to the Help Center 

articles below. 

How to View your Conversations 

How to Customize your Conversations 

How to Manage Contact Lists 

Conversation Editor Best Practices