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Conversations Inbox
Quick Reference Keywords: Conversations · Unread · AI Disabled filter · New conversation · Mark as read · Attach media
Overview
Conversations is your team inbox for SMS (and related) threads. For stepping into AI chats, start with Human in the Loop. This page documents inbox controls: search, filters, unread, and composer extras.
Thread List
Search… — Debounced search across conversations, by name, phone number, or email.
+ (Start new conversation) — Opens a dialog to:
- Search existing contacts (type at least 2 characters), or
- Enter Phone Number and Start (creates a contact if needed)
Tabs:
- All — Every thread
- Unread — Unread only (badge count). On desktop, Mark all as read opens a confirmation dialog.
Checkbox: Show Only Threads With AI Disabled — Limits the list to threads where text AI cannot currently respond (AI is toggled off, or no journey agent assigned + no default global agent configured in account). Important for keeping track of your messages that are not being handled by AI.
Sort by Journey Progress:
- Journey: No Filter | Never In a Journey | Any Journey | specific journey
- When a journey filter is active: Status (Any / Open / Completed / Won / Lost / Ended)
- When a specific journey is selected: Stage filter
Escalated badge on a row — Hover for the AI’s reason. Resolve from the open conversation header (see Escalation Tool).
Conversation View
- Mark as Read / Mark as Unread in the header of every conversation thread view
- Message bubbles show AI vs team member sender attribution (internal only)
- Metadata on a message → Advanced tools (history editor / reprocess) — Advanced Conversation Management
- View AI log opens the AI Text Log for that turn when available (AI responses are accompanied by logs, AI follow-ups are not - both are sent by the AI Text Agent)
Composer
- Type and send (Enter to send; Shift+Enter for newline)
- Attach media (paperclip) opens the media library for MMS
- Contacts that have DND for SMS enabled show a warning banner and cannot be texted until DND is cleared. (Carrier-level opt-outs cannot be cleared in brayv, the contact must reply with the word 'START' to clear it)
Contact Info Panel (right side)
On desktop, the right panel shows contact summary, AI Text Agent toggle, next follow-up, Schedule Custom, Notes, Appointments, and Opportunities.
On mobile: tap AI + More Options from the conversation to view the contact info panel, then Back to Conversation when done.
Click the contact name in the info panel to open the full contact record.
Click the contact phone number to call them directly. On desktop, calls out from your primary brayv.ai phone number (must have microphone and speaker), on mobile opens up your phone app to call directly from your phone (better connection on mobile)
Related Settings
- Settings → Text AI → AI Marks Conversations as Read — Whether AI replies auto-mark threads read (Text AI Account Settings)