> ## Documentation Index
> Fetch the complete documentation index at: https://docs.propilotapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Conversation & Notes

> Message the listing agent across channels and keep internal notes, all without leaving the property.

The right side of Property Details is the contact and conversation panel. This is where you
communicate with the listing agent while keeping the property context - price, comps, and
your analysis - visible alongside.

## Conversation panel

The panel is the same conversation you'd see in [Messages](/features/messages), scoped to the
property's contact, with tabs per channel:

* **SMS** - write and send texts, with templates, emoji, and scheduled sends. Consent and
  opt-out rules apply before a text can go out.
* **Email** - compose emails with subject, CC/BCC, and reply-to threading.
* **Call** - place calls and review call history.
* **Full Convo** - every channel merged into one chronological history: SMS, email, calls,
  scheduled messages, and manual logs. Use **Log activity** here to record off-platform
  meetings, calls, or texts - see
  [Full Convo & Manual Logs](/features/messages/full-convo-logging).

A few useful behaviors:

* Sending your first message about the property advances the deal to **Contacted**
  automatically - see [Stages](/features/deal-pipeline/stages).
* Every outbound message resets the automatic follow-up clock - see
  [Follow-ups](/features/deal-pipeline/follow-ups).
* If the deal has several contacts, each has their own tab in the panel with their own
  conversation and follow-up.
* On narrow screens, use the **Conversation** button in the tab bar to open the panel as a
  full-screen overlay.

## Notes panel

Use **Notes** for internal deal notes - the running record of walkthroughs, agent calls, and
decisions that you don't want in the message thread.

<Steps>
  <Step title="Open Notes">
    Click the **Notes** button. It shows a count badge when the deal already has notes
    (capped at "9+").
  </Step>

  <Step title="Write the note">
    Type your note. Mention a teammate with **@** and pick them from the list - mentions
    render as highlighted names in the saved note.
  </Step>

  <Step title="Save it">
    Send the note. You can edit or delete your own notes later from the same panel.
  </Step>
</Steps>

<Note>
  Notes are internal. They are separate from SMS, email, calls, and manual communication
  logs, are never visible to the agent, and don't count as communication activity for
  follow-ups or the automatic Revisit move.
</Note>

## Common questions

<AccordionGroup>
  <Accordion title="Is this the same conversation as in Messages?">
    Yes - it's one thread. Anything you send here appears in
    [Messages](/features/messages), and vice versa, so you can work from whichever surface
    fits the moment.
  </Accordion>

  <Accordion title="Can the agent see my notes?">
    No. Notes are internal to your organization. Only messages you actually send (SMS,
    email, calls) reach the agent.
  </Accordion>

  <Accordion title="What happens when I @mention a teammate on an unsaved property?">
    The property is saved to your pipeline automatically so the note has a deal to live on,
    and the mentioned teammate can find it.
  </Accordion>

  <Accordion title="How do I record a call or meeting that happened outside ProPilot?">
    Open the **Full Convo** tab and click **Log activity**. Choose the type (Meeting, Call,
    SMS, Email, or Other), set when it happened, add notes, and save. Logged activity counts
    as communication for follow-ups and the automatic cleanup timers.
  </Accordion>

  <Accordion title="Why does the conversation mention another property?">
    Conversations belong to the contact, and one agent often lists several of your deals.
    The thread shows context labels (such as the address) so you can tell which property
    each message was about.
  </Accordion>
</AccordionGroup>

## Related pages

* [Messages](/features/messages)
* [Messages: Full Convo & Manual Logs](/features/messages/full-convo-logging)
* [Deal Pipeline: Follow-ups](/features/deal-pipeline/follow-ups)