Conversations

Understanding Conversations in the Quantum Heaps: Overview:- Conversations is where every call, meeting, and email gets logged — so nothing lives only in someone’s inbox or memory. It’s your team’s shared communication history, tied directly to the accounts and opportunities each interaction relates to. What Conversations Is Used For Use Conversations to:

• See every logged interaction — calls, meetings, and emails — in one date-grouped timeline
• Log a new call, meeting, or email directly against a contact, account, or opportunity
• Search and filter your history by date, contact, account, user, or email status
• Automatically record and transcribe virtual meetings
• Send email straight from Quantum Heaps, with the send logged automatically as a conversation

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Viewing Your Conversation List

Conversations are grouped by date (e.g., 3rd Jun, 2nd Jun), each showing a count and type summary. Click the chevron on any date group to expand or collapse it. Each conversation card shows its type, time, an Associate with count of linked records, participant avatars, and quick edit/delete icons. Use the four tabs at the top — All, Emails, Meetings, Calls — to filter the list by type. Use the sync button (↻) to pull in the latest activity from your connected Google Workspace.

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Searching and Filtering

Use the search bar to find a conversation by name or content — results update as you type. Open the Filters panel (it shows an active-filter count badge) to narrow by:

• Date Range
• Associated Contacts
• Associated Accounts
• User (who logged it)
• Email Status (Sent, Opened, Bounced, etc.)

When the Emails tab is active, an additional Inbox dropdown lets you switch between connected email accounts.

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Logging a Call

Click Add ▾ → Add Call, then:

1. Write your call notes in the rich text editor — supports formatting and lists
2. Add the date/time and duration
3. Select From and To participants
4. Link an Associated Account and/or Associated Opportunity
5. Attach a file if needed, then Save

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Logging an In-Person Meeting

Click Add ▾ → Add In-person Meeting, then:

1. Toggle Add to Calendar if you want it synced to a connected calendar
2. Enter the meeting title, date, start/end time, and location
3. Add meeting notes (agenda, decisions, action items) in the rich text editor
4. Add participants and link an account/opportunity
5. Save

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Logging a Virtual Meeting

Click Add ▾ → Add Virtual Meeting — same flow as an in-person meeting, but with a Meeting URL field instead of a location, plus:

• Choose Meeting App — select Zoom, Google Meet, Teams, etc.
• Allow Quantum Bot to Record and Transcribe — toggle this on and the bot automatically joins and transcribes once a participant enters the call. Leave it off and no recording happens.

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Composing an Email

Click Add ▾ → Compose Email, then:

1. Choose your From account
2. Add recipients in To, and optionally Cc/Bcc
3. Write your Subject and body (rich text supported)
4. Attach a file if needed
5. Click Send — the email is automatically logged as a conversation