O4 Conversations

O4 Conversations is a new ,O4-only 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, helping to improve efficiency in your workflow. Conversations bridges the gap between inside and outside sales by allowing a universal place in O4 for each person to communicate while still having their visibility of O4 tailored to their role.

Conversations can be tied to transactions to record information regarding project details, project status, and customer requests, or they can be created separately as a way to ask questions or send general reminders to fellow coworkers. This page will describe all of the features that O4 Conversations provides that can help users accomplish more.

Navigating to O4 Conversations

The Message Center- the articles listed below discuss using the conversations feature through the Message Center in O4. 

• Creating Conversations from the Message Center
  • Receiving and Replying to Conversations From the Message Center
  • Adding and Removing Followers From a Conversation
  • Viewing Transactions Related to a Conversation
• Creating a Call (O4)

The Conversations Tab- the article listed below discuss using the Conversations tab in a transaction. 

• Adding Conversations to O4 Projects