Conversations

The Conversations page lets you view full lead conversations for the selected campaign in a familiar "text chat" view.

Customize Your View

Conversations are displayed for all leads posted in the selected date range. Use the Posted date selector to choose the range. To view all messages received on a given day regardless of when the lead was posted, use the Conversation Feed instead.

You can:

• Filter results by lead status (see Definitions).
• Search for a specific conversation by the lead's phone number.
• Limit results to conversations where the lead has replied.
• Sort by metadata fields that you provide when sending Aktify leads. Contact info@aktify.com for more details.

Select a Conversation

The left-hand side of the page lists conversation previews, sorted from newest to oldest based on when the lead was posted. Each preview displays:

• The lead's name, if provided
• The lead's phone number
• The most recent text message in the conversation (inbound or outbound)
• The lead's status (see Definitions)
• The timestamp of the last action taken in the conversation

Click any preview to load the full conversation in the center of the screen.

Review a Conversation

The conversation displays much like a text-message thread on your phone: lead messages appear on the left and Aktify messages on the right. Each message includes its delivery status (sent, delivered, or undelivered) and the timestamp it was sent. Several other elements may be displayed:

Calls

Inbound and outbound calls are shown with a timestamp and any actions the lead took, such as transferring by pressing "1".

If a call was a successful transfer that produced a recording, the recording is provided along with its duration. Click the play button to listen.

Scheduled actions

The next scheduled action on the Aktify side is surfaced so you can see what will happen next in the conversation. These actions can include:

• Flow steps: Steps in the outreach cadence, including scripted outreach messages, calls, and delays.
• Scheduled calls: The lead's scheduled call time, if applicable.
• Queued responses: AI agent responses queued to send momentarily.
• Follow-up messages or calls: Future messages such as call reminders and check-ins that follow delay requests.

Refresh button

Click the button at the bottom of the conversation to refresh it. When you refresh the whole page, the conversation you are viewing is preserved as if you had searched for that phone number directly. To return to the full list of conversations, clear the Phone number field.

View Lead Information

To the right of the conversation view, you can see details about the lead and their device:

• The lead's first and last name, if available
• The lead's phone number
• The lead's geographical region (based on their area code; usually a US state)
• The lead's status (see Definitions)
• The lead's timezone (based on their area code)
• Lead phone info:
  • Carrier
  • Line type
  • When the phone info was last checked