User Guide | Managing Mogli SMS Visibility and Access in Salesforce®
This knowledge base article will act as a guide on managing Mogli user access and visibility in Salesforce. Keep your Conversation View front and center and learn how to assign distinct Mogli permission sets to manage your team members access to SMS and WhatsApp conversations so that you'll always know who said what and when.
Conversation View Visibility in Lightning
To add Conversation View to any Lightning page, navigate to your desired record page by selecting the gear icon and clicking Edit Page.
On the left side of the Lightning App Builder, search for and select Mogli Conversation View
Drag the Mogli Conversation View component into a location on the page where you’d like it displayed
With the Mogli Conversation View component highlighted, click Add Filter under the Set Component Visibility section on the right