đź’¬ Guide to the Conversations Tab in GoHighLevel
The Conversations Tab in GoHighLevel (GHL) is your centralized communication hub. It allows you to view, send, and manage all messages between your business and your leads or customers—across multiple channels. This guide will walk you through everything you need to know about using the Conversations Tab to streamline your follow-up, improve response time, and close more leads.
🧠Where to Find It
- Log into your GoHighLevel sub-account
- Click “Conversations” in the left-hand menu
- You’ll be taken to the main messaging dashboard
đź’ˇ What You Can Do in the Conversations Tab
The Conversations Tab allows you to:
- View inbound/outbound messages from:
- SMS
- Email
- Facebook Messenger
- Instagram DMs
- Google My Business messages
- Voicemail drops
- Respond to leads in real-time
- Trigger automations manually
- Assign messages to team members
- Add notes, tags, and pipeline stage updates
🧱 Conversations Tab Layout Overview
📋 Left Panel – Contact List
- Displays a list of recent contacts you’ve interacted with
- Contacts are sorted by the most recent activity
- Icons show which channels were used (SMS, Email, FB, etc.)
💬 Center Panel – Message Feed
- Full conversation history with the selected contact
- Includes timestamps and channel tags
- Displays automated and manual messages
🧑‍💼 Right Panel – Contact Info & Actions
- Contact details (name, phone, email)
- Tags
- Opportunity/pipeline status
- Manual actions (add to workflow, send form, assign user)
✍️ How to Send a Message
- Click on any contact from the left panel
- Scroll to the message box at the bottom of the center panel
- Type your message
- Choose the channel (SMS, email, etc.)
- Click Send
đź’ˇ Tip: Use message templates to speed up replies and ensure consistency.
🧰 Manual Actions You Can Perform
From within a conversation, you can:
- Add/remove tags
- Assign a user (sales rep, coach, etc.)
- Add to a workflow or campaign
- Change pipeline status
- Book appointments
- Send surveys, forms, or invoices
These actions are available in the right-hand panel or via quick action buttons.
🔎 Filters & Search
Use the filter bar above the contact list to:
- Search by contact name, email, or phone
- Filter by assigned user
- Filter by channel (e.g., just SMS or Facebook Messenger)
- Filter by unread or open conversations
đź“Ś Best Practices for Using the Conversations Tab
- ✅ Respond quickly: Leads go cold fast—aim to reply within minutes
- âś… Avoid channel confusion: Stick to one channel per conversation thread for clarity
- âś… Assign conversations: Route leads to the right team member for better handling
🧪 Bonus: Troubleshooting Message Delivery
- If SMS/email doesn’t send:
- Check that the contact has a valid number/email
- Check Twilio or Mailgun integration settings
- If replies aren’t showing:
- Refresh the tab
- Make sure you’ve connected the correct Facebook/Instagram pages under Settings → Integrations
Here are some additional Assets to help you with this process
Portal Lesson: Conversations
Link: https://members.gymlaunch.com/products/inner-circle-lead-nurture-2-0/categories/2156742572/posts/2183743194