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I can’t reply to a conversation

The reply box is replaced by a message explaining why. Common reasons:

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I can’t see a conversation

  • Check your filters. Filters are remembered between visits. Clear the sender, client, intent and channel filters, and the Unread, Mine and Archived chips.
  • Check Archived. Archived conversations only show with the Archived chip on.
  • Check your client scope. Members and Client viewers only see the clients they’re assigned to.
  • Is the sender connected? New messages only arrive while the sender is connected.

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Replies aren’t getting an intent or AI summary

If AI isn’t set up for the workspace, new messages are marked Unclear and no summary is added. ✅ Solution: An Owner can check the AI row under Settings → Workspace → Platform setup. You can always set the intent by hand by clicking the intent badge in the conversation header.

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I can’t edit or delete a message I sent

You can only edit or delete LinkedIn messages, and only within 60 minutes of sending them.

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”Convert” says to create a lead first

The conversation isn’t linked to a lead yet. Click Create lead from this conversation in the Lead panel, then try again.

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An attachment won’t send

Each message can have up to 5 attachments, each up to 20 MB.

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Replies from new people aren’t creating leads

Check that Create leads from inbound messages is on under Settings → Workspace → Behaviour (only the Owner can change it).