O4 Conversations

Conversations is an O4-exclusive feature that provides users with a platform to house internal communications over direct messages and phone calls. Important steps, questions, and processes that happen in your everyday business operations surrounding OASIS can be recorded and accessed all in one place, increasing efficiency in your workflow. This page will provide a list of O4 Conversation features that help users accomplish more.

Conversations can be tied to transactions to record information regarding project details, order status, and customer requests using the Conversations tab, or they can be created separately as a way to ask questions or send general reminders to other OASIS users using the Conversations page. 

Conversations Page vs. Conversations Tab- this article explains the difference between the Conversations page and the Conversations tab in a transaction.

The Conversations Page- the articles listed below discuss how to use Conversations from the Conversations page.

• Creating Conversations from the Conversations Page
• Creating Call Logs from the Conversations Page
• Receiving and Replying to Conversations
• Following Users on Conversations

The Conversations Tab- the article below discusses how to use Conversations from the Conversations tab inside a project.

• Using Conversations in O4 Projects

O4 Conversations Video- this video will walk you through how to use O4 Conversations, including how to navigate the feature, log a call, and create conversations.