Mogli_Conversation View

Conversation View

Craft, send, receive, and manage 1:1 text messages from one centralized Salesforce interface. Access Mogli’s streamlined Conversation View directly from contact records, or configure it for nearly any standard or custom object in Salesforce.

Access Text Conversations Anytime, Anywhere

Keep your team in Salesforce and streamline text conversation management with a convenient, easy-to-use messaging interface.

  • Start two-way SMS conversations right from your Salesforce contact records.
  • See incoming messages in real time and respond immediately to strengthen relationships.
  • Access conversation summaries, message recommendations, and other key information from one streamlined view.
  • Schedule or send texts as soon as inspiration strikes—no need to navigate to a new tab or log into another platform.
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Manage All Your Two-Way Texts from Conversation View

Do It All from One Convenient Place & Never Miss A Beat When It Comes to Texting.

Build & Send Text Messages

Craft free-form texts on the fly or select pre-built templates to send 1:1 messages directly from a stakeholder’s Salesforce record. Send your message right away, or schedule it for a future date and time.


Enhance Message Content

Create more engaging messages by adding multimedia, attachments, embedded URLs, personalization via merge fields, and other attention-grabbing elements—all from one easy interface.


Message Texts More Efficiently

Access a variety of productivity tools from Conversation View to improve your team’s efficiency and act faster on time-sensitive issues. Filter records, automatically summarize message history, embed meeting scheduling links, or get a tip for crafting your next message reply.

Trusted By Thousands of Salesforce Users

UCB
Mathnasium
Wharton
Easterseals
Gusto
George Mason University
Houston Public School District
Sandra Day O'Connor College of Law
MADD no more victims
Michigan State Uni
National Credit Care
National Laser Institute
OppLoans
Proyector Mirador
University of Pitssburgh

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Frequently Asked Questions

What is Mogli Conversation View?
Mogli Conversation View is a streamlined Salesforce interface that allows you to quickly craft, send, receive, and manage one-on-one text threads. Access it from anywhere in Salesforce (including individual Contact records) to speed up response times and get the full picture of your relationships.
Where can we access text conversations in Salesforce?
You can access the Conversation View directly from individual Contact records or configure it for nearly any standard or custom object in Salesforce.
What are the benefits of Conversation View?
Mogli Conversation View helps you manage your two-way text conversations from one convenient place. Rather than navigating a clunky interface to track down a conversation, you can access everything from Conversation View, including productivity tools like our AI-powered Conversation Summary and Message Recommendations.

Ready to centralize All Your Text Messaging in Salesforce?

Contact our team of experts to learn how Mogli makes texting easy for organizations like yours.