Edit basic conversation details

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 1 minute de lecture

    • In Connect Chat, you can customize the avatar, name, and description for a group or record conversation.

    Avant de commencer

    Role required: none

    Pourquoi et quand exécuter cette tâche

    These details are not editable for direct conversations.

    Remarque :
    The name and description for a record conversation default to the record name and short description. However, editing the name or description for a record conversation does not change anything on the underlying record.

    Procédure

    1. Open the a group or record conversation in the Connect workspace.
    2. Click anywhere in the conversation header to the left of the icons.
      A pop-up appears to edit conversation details.
    3. Edit the conversation image, name, and description as needed.
    4. Click Save.