
- A carrier or driver calling about a load.
- A customer texting from their second phone or their spouse’s phone.
- A wrong number, or a reply to a message that was forwarded on.
The filters
Sort by Newest activity or Oldest activity, and search by name, phone or lead #.
What to do with one
Open the conversation and you can:1
Read the thread and reply
You can text or call back from here exactly as you would in the Inbox — the whole thread,
recordings and transcripts included.
2
Link it to an existing shipment
If it is a customer on a different phone, click + Lead in the conversation header. Add as
a lead asks you to search for the lead and Save. The conversation attaches to that lead
and stops being “unknown”.
3
Mark it as a driver
If it is a driver, click + Driver. Set Driver asks for the lead they are hauling, the
carrier’s company name, the load board, and the driver’s full name and phone.
The conversation moves to the Drivers tab and future calls from that number arrive already
identified.
4
Start a conversation yourself
Create new chat opens a form — Full name, Phone, Email — for texting a number
that has not written to you yet. The same form lets you Edit chat later.
Notifications ending up here
If you set your personal notification SMS number or email to the same address you already use as a customer-facing contact, your own notifications will arrive as unknown conversations and clutter this screen. Use a different number and email in Settings → Notifications — see Notifications.Related
Inbox
Where a conversation goes once it is matched to a lead.
Carriers
Save drivers against the carrier record.