Interactions (IXN)

Raytio's Interactions (IXN) module is where all your communications live. It connects external messaging channels — Telegram today, with more to follow — and email to your work in Raytio so that context, history, and replies are always in one place. Emails and chat messages with leads and deals appear automatically on CRM timelines without any manual logging.

What you will find here

Explanation

Conceptual documentation that explains how the Interactions module works:

• Conversations, Queues, and Channel Endpoints — what a conversation is, how queues route incoming messages, and how channel endpoints connect chat apps to Raytio
• Connected Communications and the CRM Activity Timeline — how emails and chat messages appear automatically on lead and deal timelines, how BCC capture works, and how automatic entries relate to manual activity logging
• Behaviour Notes and FAQ — reply latency expectations, attachments, and how unbound messages are handled

How-to Guides

Step-by-step instructions for working with the Interactions module:

• View Conversations and Message History — browse conversations and read the full message thread
• Reply from the UI — send a reply to a conversation from within Raytio
• Use BCC Capture to Log Emails — log emails on a lead or deal by BCC-ing or forwarding to a capture address
• Reply from a CRM Record — send an email reply directly from a lead or deal timeline
• Manage Queues — review and triage incoming conversations from a queue
• Connect a Telegram Bot — set up a Telegram channel endpoint and register the webhook automatically