Unifize Knowledge Base
  • Quickstart
    • Welcome to Unifize!
  • Getting started
    • Setting up your Unifize account
      • Signing up with invite link
      • Logging in with email
    • Quickstart demo
    • Key features & navigation
      • Records
      • Conversations
      • Checklists
    • First steps for new users
      • Creating a new record
      • Creating records from inbound email
      • Filling checklist metadata
      • Linking related records
      • Sharing conversations as email
      • Sending and receiving emails in Unifize
      • Inviting people
      • Changing your preferred language
      • Filtering records in My Inbox
      • Generating PDF reports
      • Creating custom reports
      • Creating custom dashboards
    • Using Unifize AI
  • Troubleshooting & support guide
  • User Guide
    • Definitions
      • Process
      • Record
      • Conversation
      • Report
      • Chart
      • Checklist
      • Org
    • Navigating the platform
      • Profile
      • My Inbox
      • Manage
      • Homescreen
      • Contacts
      • Direct Messages
      • Dashboard
    • Data & process management
      • File Management
      • Checklists & Forms
      • Rich text in checklist
      • Working with records
        • Due dates & priorities of a record
    • User & role management
      • Understanding roles & access
      • Managing permissions
      • Deactivating users
      • Team & organization
    • Mobile & web accessibility
      • Unifize Lite
      • Mobile app
      • Web app vs Unifize Lite
    • Security, compliance & infrastructure
    • Personalizations
      • Set your profile picture
      • Reset your Passwords
      • Customizing Homescreen
      • Set your email notification preferences
    • File upload
      • SharePoint
        • Configuring SharePoint on Unifize
        • Using SharePoint on Unifize
    • SSO
      • Logging in with SSO
      • SSO using SAML
    • Process Builder
      • Checklist
        • Picklist
          • Picklist field in Checklist
  • Product Help
    • Unifize Document Management System (DMS)
      • Document Control
      • Change Control
      • Training Management
      • Onboarding guide for DMS
      • Troubleshooting & support guide for DMS
  • Admin Guide
    • Multi-language translation support
      • Enabling and configuring language support
      • Managing user language preferences at scale
      • Using the translation editor to customize UI
    • Customization & configuration
      • Configuring processes
      • Configuring revision fields
      • Configuring approval workflows
      • Configuring reminders on processes
      • Checklist layout settings
      • Custom language settings
      • Creating a chart from reports
      • Configuring Microsoft Office 365
        • Permissions required for SharePoint
  • Developer Documentation
    • Introduction
      • Concepts & terminologies
    • Authentication
      • App management
      • App tokens
    • Usage
      • Fair usage policy
      • Testing environment
      • Quickstart
    • API Reference
      • Applications
      • Processes
      • Records
      • Field values
  • RELEASE NOTES
    • February 2025
    • March 2025
    • April 2025
      • Rich Text Fields in Checklist
      • Filling Checklist Metadata with AI
      • 'My Conversations' is now 'My Inbox'
      • Feature Enhancements
Powered by GitBook
On this page
  • What is a Conversation?
  • Navigating Conversations
  • Using Conversations Effectively
  • Best Practices for Effective Conversations
Export as PDF
  1. Getting started
  2. Key features & navigation

Conversations

PreviousRecordsNextChecklists

Last updated 2 months ago

The Conversations is the backbone of collaboration in Unifize. Unlike traditional systems where communication happens separately from process data, Unifize embeds conversations directly within records. This ensures that discussions, decisions, and actions remain in context, improving visibility, accountability, and efficiency.

See:

What is a Conversation?

A Conversation in Unifize is a real-time, chat-based collaboration space embedded within each record. It allows teams to:

• Discuss process updates, issues, and decisions in context.

• Maintain a chronological log of all interactions and actions.

• Tag and notify stakeholders instantly for quick responses.

• Attach files and documents directly to messages for better traceability.

• Ensure complete auditability of all conversations for compliance.

Navigating Conversations

Accessing Conversations

To view and interact with conversations:

  1. Open a Record from My Inbox or search for it using the Search Bar.

  2. The Conversations are visible by default within each record under the Header.

  3. Start typing a message in the chat box to engage in real-time discussions.

Structure of the Conversation Thread

  1. Message Log – Displays all past messages and actions in chronological order.

  2. Mentions and Notifications – Use @username to tag specific team members.

  3. Attachments – Drag and drop files or click the attachment icon to upload supporting documents.

  4. Status Updates – Changes in record status (e.g., approvals, task completion) are automatically logged.

  5. Notifications – From Unifize Automator and Assistant on updates to the checklist.

Using Conversations Effectively

Engaging in Conversations

  • Mention users using @ to bring relevant team members into discussions.

  • Keep messages clear and concise for efficient communication.

Attaching and Referencing Files

  • Upload files directly into the chat for better context.

  • Refer to past messages or decisions by quoting messages.

Tracking Updates & Decisions

  • Every action within a record (status change, approvals, comments) is logged in the conversation.

  • Past discussions remain visible for auditing and reference, reducing the need for external documentation.

Best Practices for Effective Conversations

✅ Keep conversations relevant – Discuss only process-related topics within a record.

✅ Use mentions strategically – Tag only necessary stakeholders to avoid clutter.

✅ Attach supporting documents – Ensure that all decisions are backed by relevant files.

✅ Regularly review updates – Stay informed on the latest discussions and actions within records.

The Conversations in Unifize bridges the gap between collaboration and process execution. By embedding discussions directly within records, it eliminates fragmented communication, reduces delays, and enhances accountability.

Conversations Definition