Close and Delete Conversations

Updated by Zoe Ngan

Close and Delete Conversations

This guide will walk you through how to close and delete conversations manually.

Go to app.getsignals.ai

1. Introduction

First, log in to your Signals account.
Introduction

2. Navigate to "Chat"

Navigate to "Chat" in the left sidebar.
Navigate to 'Chat'

3. Click on the hamburger menu

Click the hamburger menu in the top right corner of the chat window.
Click on the hamburger menu

4. Dropdown Menu

This will produce a dropdown menu with options to close or delete the conversation. Closing the conversation will allow conversation data to sync to CRM. Deleted conversations cannot be recovered, so only delete conversations that you're sure you won't need
Dropdown Menu


How did we do?