Who This Is For / When to Use
Use this guide if you need to send, manage, filter, or enhance conversations with contacts directly from the Kyrios mobile app.
Accessing Conversations
You can access Conversations from the bottom navigation menu in the mobile app. Tap the Conversations icon to view all active conversations.
Viewing and Switching Conversation Channels
Each conversation can include multiple channels such as SMS, Email, and WhatsApp.
You can switch the active channel using the channel selector above the message input field.
Sending Messages (SMS, Email, and Group Messages)
You can send messages directly from within a conversation or start a new one.
To create a new message:
Tap the Plus (+) button from the Conversations view
Choose New Direct Message, New Email, New Group Message, or New Internal Chat
Using Attachments and Message Tools
Within a conversation, tap the Plus (+) icon in the message composer to access attachments and tools.
Available options include:
Camera
Video
Photo and Videos
Snippets
Request Payment
Custom Values
Files
Choose from Media Storage
Using Snippets
Snippets allow you to insert pre-written responses to reply faster.
To use snippets:
Open a conversation
Tap the Plus (+) icon
Select Snippets
Choose the snippet you want to insert
Scheduling SMS and Email Messages
You can schedule messages to be sent at a future date and time.
To schedule a message:
Compose an SMS or Email
Tap the Schedule (clock) icon
Select the date, time, and account timezone
Tap Send Schedule
AI Replies
Conversation AI suggests replies based on message context.
To use AI replies:
Open a conversation
Tap the AI Replies icon
Select the most relevant suggested reply
Tap Use to insert it into the message field
Editing Email Templates on Mobile
You can edit and format email templates using the built-in rich text editor.
Supported formatting includes:
Bold, italics, underline
Headings (H1–H3)
Bullet lists and quotes
Trigger Links
Trigger Links allow you to insert trackable links that can fire automations.
To insert a Trigger Link:
Open a conversation
Tap the Plus (+) icon
Select Add Trigger Link
Choose the desired trigger link
WhatsApp Messaging
You can send and receive WhatsApp messages directly within Conversations.
To send a WhatsApp message:
Open a conversation
Switch the channel to WhatsApp
Type and send your message
WhatsApp Flows
WhatsApp Flows allow you to send interactive templates within an open WhatsApp conversation.
To use a WhatsApp Flow:
Open a WhatsApp conversation
Tap the Plus (+) icon
Select WhatsApp Flow
Choose the flow and customize the fields
Tap Send
Voice Notes (WhatsApp Only)
Voice notes are available for WhatsApp conversations when WhatsApp is configured for the account.
Requirements:
WhatsApp must be purchased and configured
Kyrios Systems version 3.82 or higher
To send a voice note:
Open a WhatsApp conversation
Tap the Plus (+) icon and select Add voice notes, or tap the microphone icon
Record, pause, delete, or send the voice note
Managing Conversations
You can manage individual conversations using the Manage menu.
Available actions include:
Schedule Appointment
Create Opportunity
Send Review Request
Show Activity
Delete Conversation
Using Filters
Filters help you organize and prioritize conversations.
To apply filters:
Tap Filter at the top of the Conversations list
Available Filter Options
Sort By
Latest-All
Oldest-All
Latest-Manual
Oldest-Manual
Show Message
Latest-All
Recent
Unread
Starred
Assigned To
All
My Chats
Assigned To (specific users)
Unassigned
Last Message Direction
All
Inbound
Outbound
Last Message Type
All
Manual
Automated
Last Message Channel
All
Email
SMS
WhatsApp
To apply filters, tap Apply Filters.
Saving Quick Filters
You can save frequently used filter combinations.
To save a Quick Filter:
Configure your filters
Tap Save as Quick Filter
Apply the filter when needed
Smarter Conversations Tools
Kyrios Conversations support advanced tools for personalization and automation.
From the Plus (+) menu, you can insert:
Trigger Links
Custom Values
WhatsApp Flows
Snippets
FAQ
How do I access Conversations in the mobile app?
Tap the Conversations icon in the bottom navigation menu.
What is the maximum attachment size for SMS and Email?
SMS supports direct attachments up to 5 MB. Larger files are uploaded and shared as links. Email attachments support up to 25 MB.
Can I schedule messages from the mobile app?
Yes. You can schedule both SMS and Email messages using the Schedule icon before sending.
Can I save conversation filters?
Yes. Filters can be saved as Quick Filters for future use.
What do I need to use WhatsApp voice notes?
You must have WhatsApp purchased and configured for the account, and the app must be running version 3.82 or higher.