What the Edit Conversation Action Does
The Edit Conversation workflow action updates the status of a conversation automatically during workflow execution.
This action can:
Mark a conversation as Read or Unread
Archive a conversation
Unarchive a conversation and return it to the Recents tab
If no active conversation exists when the action runs, the step is skipped automatically.
Who This Is For / When to Use It
Use this action when:
Conversations should be marked read after a contact replies
Completed conversations should be archived automatically
Conversations should return to Recents for follow-up
Inbox clutter needs to be reduced without manual work
How to Add the Edit Conversation Action
Step 1: Open or Create a Workflow
Navigate to Automation → Workflows, then open an existing workflow or create a new one.
Step 2: Add the Edit Conversation Action
Inside the workflow builder:
Click the + icon
Select Edit Conversation from the action list
Configure the Edit Conversation Settings
Action Name
The action name defaults to Edit Conversation.
This name is internal only and can be changed for clarity.
Mark as Read or Unread
Choose how the conversation should be handled:
None – No change
Mark as Read
Mark as Unread
Archive or Unarchive
Choose where the conversation should appear:
None – Leave unchanged
Archive
Unarchive → Move to Recents tab
If both settings are set to None, the action will run but make no changes.
Save and Activate the Workflow
Click Save Action
Save the workflow
Toggle the workflow from Draft → Publish
Once published, the workflow will apply conversation updates automatically.
Recommended Triggers
These triggers work best with the Edit Conversation action:
Contact Replied
Automatically mark conversations as read or archive them after a response.
Appointment Status Changed
Archive conversations when appointments are completed or canceled.
Example Use Case
Automatically Clean Up Resolved Conversations
Goal: Keep the Recents tab focused on active conversations.
Workflow setup:
Trigger: Contact Replied
Action: Edit Conversation
Mark as Read
Archive
Result:
Once the conversation is resolved, it is marked as read and archived automatically.
FAQs
What does the Edit Conversation action do?
It updates conversation status by marking conversations as read or unread and archiving or unarchiving them during a workflow.
What happens if no conversation exists when this runs?
The action is skipped automatically and no changes are made.
Will this notify users when a conversation is archived?
No. This action only updates status. Use a Send Notification action if notifications are required.
Can this action update conversations in bulk?
No. Each workflow execution applies only to the conversation associated with that contact event.
Can I reverse changes made by this action?
There is no automatic undo, but you can manually change the conversation status or use another workflow step to update it again.