Conversations (Mobile)
Every message from every customer — SMS, email, missed calls, AI receptionist exchanges — in one scrollable thread per contact. The conversation thread is the contact detail view on mobile — there's no separate "contact card" screen. Tap a contact, you land in their thread. Identity, history, project context, and the live message stream all live in the same scroll.
Surface: Mobile App · Last Updated: 2026-05-16
Read-heavy on mobile. The field tech checks messages, reads what came in, and replies quickly with a tap. Deep composing, templates, and bulk actions live on desktop — mobile keeps it fast and focused.
What Shows in Every Thread
One thread per contact — all channels in chronological order. Open a contact's thread and you see the complete story.
| Channel | What's Shown |
|---|---|
| SMS | Inbound and outbound texts inline. AI-automated messages are labeled so you always know what was sent on your behalf. |
| Estimates, invoices, and nurture emails the CRM sent — plus inbound replies from the customer. Full body visible inline. | |
| Calls & Voicemails | Completed calls show duration and an AI transcript. Missed calls show the AI follow-up that was sent. Voicemails auto-transcribed. |
| AI Receptionist | Full transcript of any call the AI handled — what the customer said, what the AI said, what was booked or captured. |
| CRM Activity | Timeline markers for estimate sent, invoice paid, contract signed, appointment booked — the full customer journey in one scroll. |
| Internal Notes | Notes visible only to your team, never sent to the customer. Appear in the thread with a distinct style. |
Inbox — Conversation List
The Messages tab shows a flat list of all conversations sorted by most recent activity. Filter pills at the top narrow to a single channel or unread-only. Each row shows:
- Contact name and initials avatar
- Message preview (truncated to one line)
- Relative timestamp (2m, 1h, Yesterday)
- Channel tag (SMS, Email, Call, Missed Call)
- Blue dot on unread conversations
Thread View
Tapping any conversation row opens the full thread. The thread view shows:
- Contact name and linked project/job context at the top
- All messages, calls, and CRM events in chronological order
- Each message labeled with channel, sender (you vs. AI Agent vs. contact), and timestamp
- Reply bar at the bottom — tab between SMS, Email, and AI Draft modes
Reply Bar
- SMS tab — type and send from the business number
- Email tab — simple compose; basic formatting
- AI Draft tab — AI reads the full thread and drafts a contextually relevant reply for you to review and send
Contact Context Panel (Swipe Right)
Swiping right from the thread view reveals the contact context panel — a quick-reference card without leaving the conversation:
- Contact avatar, name, phone, and email
- Quick action grid: Call, SMS, Email, Note
- Active project name and status
- Open invoice with "Send Link" shortcut (one-tap sends payment link via SMS)
What You Can Do from Mobile
| Action | Available on Mobile | Notes |
|---|---|---|
| Read full conversation thread | Yes | Full history, all channels, scroll to top |
| Reply by SMS | Yes | Type and send; AI Draft available in reply bar |
| Reply by Email | Yes | Simple compose; templates available |
| Call the contact | Yes | Tap phone icon in context panel — native dialer |
| Send payment link | Yes | One tap from the open invoice card in context panel |
| Add internal note | Yes | Switch reply channel to "Note" |
| Filter inbox by channel / unread | Yes | Pills at top of inbox list |
| AI Draft a reply | Yes | AI reads full thread, drafts a reply — you review and send |
| Bulk actions (assign, archive, tag) | Desktop only | Too many steps for one-hand mobile use |
| Email template library | Desktop only | Browse and edit templates from the cloud CRM |
Notifications on Mobile
- New inbound SMS or email — push notification with sender name and preview; tap to open thread directly
- Missed call — push notification; AI follow-up SMS fires automatically if Receptionist is active
- AI escalation — urgent push; AI couldn't resolve the request and needs you to step in
- AI-handled conversation — no notification; silently logged; review anytime in the thread