Edit basic conversation details

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

Before you begin

Role required: none

About this task

These details are not editable for direct conversations.

Note: 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.

Procedure

  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.