Conversations on your phone

On a phone, CRM → Conversations works like a messaging app: one thing at a time — the inbox, a thread, a contact’s details — with every menu, filter and confirmation as a sheet you can swipe away. Nothing from the desktop page is missing; it is re-arranged for a thumb and an on-screen keyboard. Open dashboard.dialtu.com in the phone’s browser and sign in as usual. On a phone you land on the inbox straight away. To keep it one tap away, add the page to your home screen from the browser’s share menu.

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The three screens

‹ in the header, or the phone’s own back gesture, always goes back one screen. Each screen has its own address, so a link or a notification can open a thread directly — Back from there still takes you to the inbox.

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The inbox

The header carries the app menu (≡), the Live / Offline indicator, Mark all as read (its badge counts the conversations with unread messages) and Add client. Below it, search, the filter button and the All · My Inbox · Unread tabs. Each row shows the avatar with the channel badge (green WhatsApp, blue SMS, purple voice), the name in bold when unread, a Transfer / Review / New chip when it applies, the time, then the handling icon (robot = the AI is replying, person = a teammate is), the last message, the assignee’s initials and the unread count. The phone number moved to the thread header.

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Gestures

The filter sheet has the same four controls as the desktop menu — Tags, Assignee and Pipeline stage drill into their own lists, Needs attention is a switch. Filters apply as you change them; Apply closes the sheet and Cancel restores what you had.

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Live updates

The list updates in real time. If the connection drops, Live turns into Offline and a Connection lost — reconnecting… strip appears under the header until it recovers. When new activity arrives while you are scrolled down, a conversations with new activity pill floats over the list — tap it to jump to the top with a fresh list.

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The thread

The session strip is the desktop session header on one line — channel, who is handling, engine, agent, and for calls the direction, status, duration and disposition. Swipe it sideways if it is longer than the screen. Messages look exactly as on the desktop: customer on the left, the AI and your team on the right, tool executions as cards, system notes as centred pills. Scroll up to load older messages; a jump to latest button with an unread count appears while you are scrolled up. On WhatsApp, tap the small reply arrow beside a message to quote it in your reply. The actions sheet gathers what lives in several places on the desktop: End Session, Take Over or Return to AI (whichever applies), Mark as unread, Edit customer name, Copy phone number and Open client detail. It is searchable.

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The composer

The composer is one banner row and one input row. The banner says who is handling the conversation and carries the one button that changes it; the input row holds the channel chip, +, the message field and mic or send.

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Who is handling

• AI handling — a purple banner with Take Over. The field is closed until you take over.
• Human handling — an amber banner with Return to AI (or Have AI take control when the session never had an agent).
• No session — a Start WhatsApp chat button, or the opening-message field and Start SMS Chat on SMS.

The 24-hour WhatsApp window works as on the desktop: when it has closed, an amber row replaces the field and Send a template is the only way to write.

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Ending a session

⋯ → End Session asks how the customer is told the conversation is over — a generic closing message, one written by the AI, one you type, or ending without a message. SMS sessions end without a closing message.

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Calls

Pick Voice in the channel sheet, or open a past call from Activity: the transcript shows the AI summary and the recording at the top, and the composer becomes the agent picker, call settings and Start Call.

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Contact details

Tap the phone number to call it from the phone. The header’s two buttons regenerate the AI memory and open the full client record. Keep on human support is a switch. Salesflow, Tags and Active automations behave as on the desktop — tap a session under Active automations to open it. Under Activity, tap any past call or chat to open its transcript in the thread; the details screen closes by itself. The filter button opens period, type, agent and disposition tag as a sheet.

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Sheets

Every menu, filter and confirmation opens as a sheet from the bottom of the screen. Close one by dragging its handle down, tapping outside it, or pressing the phone’s Back — Back closes the sheet first and never leaves the thread, so a message you were typing is still there.

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Tablets

Between 768 and 1023 px the inbox stays on the left and the thread fills the rest; there is no back arrow. The contact’s details slide over from the right — tap outside to close them, or tap an Activity item to open that session behind them.

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