Connected communications lets emails and chat messages appear automatically on your lead and deal timelines — without any manual logging. This page explains how it works, how messages get onto timelines, and how automatic entries relate to activities you log by hand.
The Interactions module has three building blocks: conversations, queues, and channel endpoints. Understanding how these fit together explains why your chat history follows you across tools and how unrouted messages find their way to the right work item.
This guide shows you how to connect a Telegram bot to Raytio by creating a channel endpoint. When you save the endpoint, Raytio registers the webhook with Telegram automatically — no manual configuration in Telegram is required.
This guide shows you how to review conversations waiting in a queue and route them to the right work item.
This guide shows you how to send an email reply directly from a lead or deal in the CRM. Raytio delivers the message via email on your behalf — you do not need to open your email client.
This guide shows you how to send a reply to a conversation directly from the Raytio UI. You do not need to open the chat app — Raytio delivers the message automatically.
This guide shows you how to log an email on a lead or deal timeline using BCC capture. After following these steps, the email will appear automatically on the record — no manual logging required.
This guide shows you how to find conversations and read their message history in the Raytio UI.
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.
This page answers common questions about how the Interactions module behaves and what to expect when sending or receiving messages.