The Slim Panel is a collapsible right-side interface within Conversations that consolidates contact, appointment, and opportunity management. As the documentation states, this feature enables users to "engage effortlessly with the data and features you need" without navigating between modules.
Users can handle comprehensive contact administration including names, phone numbers, emails, owner assignments, tags, campaign links, and Do Not Disturb settings—all within the conversation interface itself.
The appointments section allows users to schedule new appointments, review upcoming and past appointments, and modify existing bookings. This keeps scheduling accessible without leaving the conversation view.
Users can establish new opportunities, view all contact-associated opportunities, and modify opportunity information from a single centralized location within the panel.
According to the article, "No more navigating to different modules. The user experience has been refined to be seamless and effortless." The expandable/collapsible design lets users toggle the panel based on their current workflow needs.
The support portal also covers conversation filters, AI response logging, email composition features, and the revamped contact detail page for additional context.