Conversations
Conversations allow you to communicate directly within supported records, keeping all discussions, decisions, and supporting documents in one central location. Instead of relying on scattered emails, calls, or separate tools, conversations provide a structured space for real-time, contextual communication between internal teams, such as Contract Managers, Legal, Compliance, and external participants like auditors or partners.
Supported objects include:
- Agreement
- Contract Request
- Supplier Request
- Account
- Supplier
Thread list (left panel) - An @ badge appears on the thread row when you are mentioned anywhere in that thread.
Thread view (message details): An @ badge appears on a post or reply header when you are mentioned in that specific post or reply.
Message content: Your @mention text is highlighted with a distinct background styling in the message content for you.
A conversation groups all messages related to a single post on a contract. Each conversation contains:
- The original post
- All replies to that post (from the application or email)
- All attachments shared in the post and replies
Conversations are:
- Linked to a single object record, such as a Contract
- Accessible from the contract's Conversation page
- Used to track communication history in one place
The response count on the left panel reflects only replies, not the original post.
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Conversations: Start a conversation on any contract, post messages, and reply to comments.
Mention indicators: When someone @mentions you, a @ badge appears on the thread in the left panel and on the specific post/reply header, and your @mention text is highlighted for you.
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Attachments and Formatting: Include files and use rich text formatting to provide clarity.
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Participant Management: Add internal users, user groups, contacts, supplier contacts, and external users, and receive notifications when participants are added or removed.
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Audit Trail: All messages, decisions, and attachments remain linked to the conversation throughout its lifecycle, providing transparency and compliance support.
Benefits
- Keeps all contract-related communication organized and accessible.
- Reduces delays caused by fragmented communication across multiple channels.
- Improves accountability and visibility across all stakeholders.
- Provides a complete history for compliance, reporting, and audit purposes.
- Helps you quickly identify posts and replies where you're @mentioned.
Prerequisite
To access Conversations, the administrator must:
- Enable the EUF-4010-customer-centric-ui feature flag.
- Enable the Launch Darkly feature flag to display the Conversation toggle in .
- Turn on the Conversation toggle in to view and use Conversations for a contract.