Product Guides
Tutorials, Videos and tips to get up to speed and get work done.
How to Create a New Conversation in Clariti
Scattered communication makes it hard to see the full picture. Important updates live in separate chats or emails, making it difficult to track progress or decisions.
Clariti’s Hybrid Conversations fix that by letting you create a new, topic-based conversation from existing, unlinked items so related discussions and files live together, not apart.
Tutorial Overview
In this tutorial, you’ll learn how to:
- Create a new conversation by grouping existing chats, mails, or feeds.
- Name and manage topic-based conversations for clarity.
- Merge unlinked communication into one contextual timeline.
- Keep related discussions unified for faster recall and collaboration.
Detailed Sections
How-To: Start a New Conversation
Begin from your main Conversations view, this is where you can create a new context-based hybrid conversation.
Steps:
- Select “Conversations” from the left menu panel.
- Navigate to the Conversations view.
- Click the “New Conversation” button.
- A categorized list of unlinked items appears organized by Chats, Mails, Calendar, and Feeds.
Tips: Starting from this view ensures you’re creating structure, not clutter. It helps reassemble fragmented communication into meaningful, topic-based workspaces.
How-To: Select Items to Group
Choose which unlinked communications you want to bring together under one topic.
Steps:
- Expand a category, e.g., Chats.
- Select multiple subjects by checking their boxes (e.g., “Quick Sync Tomorrow”, “Marketing Discussions”).
- Clariti will display a prompt: “Select 2 or more subjects you want to include in the new Conversation.”
- Once selected, click “Proceed.”
Tips: Grouping multiple related items helps eliminate redundant threads and reconnects scattered ideas under one unified theme.
How-To: Name and Finalize the Conversation
Once you’ve selected your items, it’s time to name and confirm your new conversation.
Steps:
- A dialog box appears prompting you to “Name the Conversation” (e.g., Marketing Activities).
- Review the note: “If a Conversation already exists with the name entered, selected subjects will be added to it.”
- Click Create (or Save) to finalize.
- The new conversation now appears in your main list, containing all linked items.
Tips: Naming your conversation clearly (by project, campaign, or topic) makes future retrieval effortless. The merge feature also prevents duplication, keeping your workspace organized.
How-To: View the Merged Conversation
After creation, Clariti automatically unifies all selected items into a single timeline view.
Steps:
- Go back to the Conversations list.
- Open the new conversation you created.
- View all previously separate items now organized in chronological order within one context.
Tips: Seeing everything in one view restores decision continuity; you can follow the full chain of messages, emails, and events without switching tabs or searching individually.
Supplementary Links
- Clariti Features Overview: Hybrid Conversations
- Related Tutorial: Direct & Group Chat
By creating topic-based conversations, you’re not just organizing communication. You’re rebuilding context, ensuring every discussion connects back to what truly matters.
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