• How to Add Tags to a Conversation in Calilio?

  To add tags to a conversation in Calilio, open the conversation in your business number's Callbox and open General Info from the conversation header. In the TAGS section, click Add tags. Search the list and tick each tag you want, or create a new tag when nothing in the list matches. Step 1: Open the conversation you want to tag Click one of your business numbers under NUMBERS in the left sidebar to open its Callbox. Click a conversation in the list to open its thread. Each business nFew readers

• How to Add a Note to a Conversation in Calilio?

  To add a note to a conversation in Calilio, open the conversation in your business number's Callbox and open General Info from the conversation header. Expand the NOTES section, write your note in the Add a note box, and click the plus control beside it. Saved notes appear under the box with the date and time. Step 1: Open the conversation you want to add a note to Click one of your business numbers under NUMBERS in the left sidebar to open its Callbox. Click a conversation in the listFew readers

• What Is the Unified Callbox in Calilio?

  The Unified Callbox is the screen behind each of your Calilio numbers. It lists every call, message, and voicemail on that number in one conversation list, opens any of them as a thread, and shows the contact's details beside it. Click a business number under NUMBERS in the sidebar to open its Unified Callbox. Where do you find the Unified Callbox? Open the Unified Callbox from NUMBERS in the left sidebar. Click a business number to open its conversations. A count beside a number indiSome readers

• How to Forward a Chat to Email in Calilio?

  To forward a chat to email in Calilio, open the conversation, then open General Info from the conversation header. Click the three-dot control in that panel and choose Forward Chat. Set a Date Range, choose a recipient under Email To or External Recipient, write a Subject, and click Forward Chat to Email. Step 1: Open the conversation you want to forward Click the business number under NUMBERS in the left sidebar. Click the conversation in the list to open its thread. Calilio forwardsFew readers

• How to Pin a Text Message in Calilio?

  To pin a text message in Calilio, open the conversation in the business number's Callbox and point at the message you want to keep. A three-dot control appears beside it. Click that control and choose Pin Message. The three-dot control on a conversation row offers Pin Conversation instead. Step 1: Open the conversation that holds the message Click the business number under NUMBERS in the left sidebar. Click the conversation in the list to open its thread. Each business number has itsSome readers

• How to Filter Your Conversations in Calilio?

  To filter your conversations in Calilio, open a business number's Callbox from the sidebar. The strip above the conversation list holds an OPEN and CLOSED toggle and a type list. Select OPEN or CLOSED first, then choose ALL, INCOMING, OUTGOING, MISSED, VOICEMAIL, or SCHEDULED to narrow the list. Step 1: Open the number you want to filter Find the business number under NUMBERS in the left sidebar. Click the number to open its conversations. A count beside the number indicates unread caFew readers

• How to Manage Missed Calls in Calilio?

  Manage missed calls in Calilio from three places. The Missed Calls tile on the Dashboard gives you the count, the MISSED filter in a business number's inbox lists that number's missed calls, and the notification bell shows an entry for each one. To return a missed call, open the conversation and click Start Call. Step 1: Check the Missed Calls tile Click Dashboard in the left sidebar. Find the Missed Calls tile in the Real Time panel. The tile shows a count, a percent change, and theFew readers

• How to Search Conversations in Calilio?

  Calilio provides two controls for searching conversations. To find a conversation, open a number's inbox from the NUMBERS list in the sidebar, then type in the Find conversation box above the list. To search inside a conversation you already have open, click the Search icon in the conversation header. Step 1: Open the inbox you want to search Click a business number under NUMBERS in the left sidebar. Search runs inside a single inbox, so open the business number that holds the conversatFew readers