Conversations Module

The Conversations Module in Clover is a first-of-its-kind solution for supply chain relationship management and collaboration.

Clover is the first and only platform that centralizes communication channels directly alongside the structured data that businesses rely on. By integrating email, chat, and other communication tools, Clover enables businesses to truly understand and optimize their trading partner relationships.

How Clover Conversations Works

Clover centralizes all supplier communications from multiple channels, including:

✅ Email from all major platforms (Gmail / Google Workspace, Microsoft 365 / Outlook.com and more)
✅ Chat Messages (internal and external chat platforms)
✅ Collaboration Tools (Slack, WhatsApp, Messenger, and more coming soon)

Users can connect their existing communication channels through a familiar, secure login experience—just like they would on their mobile email app.

Connecting Email to Clover

Users connect their Gmail or Office 365 account through a secure login experience. Clover then functions just like an email client, allowing users to manage trading partner communications within Clover.

This is the same process used for accessing work email on a mobile phone’s native mail app.

[[Insert image of Gmail & Office 365 connection flow]]

(Description: Diagram showing how Clover connects to an email account in the same way as a mobile email app.)

Why This Matters

By integrating communications inside Clover, users can:

See conversations in context alongside supplier and task data.
Eliminate context switching between email, chat, and business systems.
Streamline supplier relationships with data-aware messaging.

Creating and Managing Conversations

Starting a New Conversation

The Create button in the top left of the Conversations module allows users to start new conversations within any connected communication channel. This can include:

Email (via connected work accounts)
Chat messages
Other collaboration tools (if enabled)

When composing a new email:

Users can select from multiple connected email accounts.
The email composition experience mirrors modern email clients.
Users can CC, BCC, and configure message formatting.
Email signatures (if configured) appear automatically.

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(Description: Screenshot of the email composition window in Clover.)

Once sent, messages appear in the Sent folder and can be managed like any standard email client.

Internal vs. External Messages

Clover introduces internal messaging within external conversations:

External messages: Standard emails sent to external recipients.
Internal messages: Notes shared within an organization, visible only to members of the organization with access to the conversation.

[[Insert image of internal vs. external messages]]

(Description: Screenshot showing an internal message appearing differently in a conversation.)

Users can toggle between internal and external messages to keep internal discussions separate from external communications while maintaining a single conversation thread.

Replying, Forwarding, and Managing Conversations

When using an email channel in Clover, users can:

Reply, Reply-All, and Forward messages just like in any standard email client.
If the Teams feature is enabled, users can assign conversations to team members for structured follow-ups.
Assigned conversations can be marked as complete once resolved, enabling a ticketing-style workflow.
These capabilities allow teams to manage email just like tickets, ensuring accountability and visibility.

[[Insert image of conversation assignment]]

(Description: Screenshot showing an email conversation in a Team Workspace being assigned and marked as complete.)

Referencing Business Objects in Conversations

Because Clover brings communication and business data together, users can reference and discuss structured business data directly in conversations.

Inserting Business Object References

Users can insert business objects (BPOs) directly into messages.
When inserting a BPO, Clover captures a snapshot of the data at the time of insertion.
External recipients receive a static summary, while Clover users can click through for real-time data.

[[Insert image of inserting a business object in a message]]

(Description: Screenshot showing a Purchase Order BPO being inserted into a message.)

Referencing Tasks in Conversations

Users can attach tasks directly to messages. This makes it easy to reference pending actions, ensuring suppliers and partners can easily access their assigned tasks.
For external recipients, task references appear as links directing them to Clover.
For internal Clover users, tasks appear as live data, showing real-time status updates.

[[Insert image of inserting a task reference in a message]]

(Description: Screenshot showing a task reference embedded in a message.)

Adding Attachments

Users can attach files to messages in multiple ways:

Direct upload from their computer
Attach from Clover File Storage

📌 Note: Clover does not perform additional virus scanning on attachments; it relies on the security settings of the connected email platform.

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(Description: Screenshot showing file attachment methods in Clover.)

Using Labels for Organization

Labels help categorize and manage messages efficiently. Users can:

Create labels via the labels menu or message details pane.

Manage labels through workspace settings.

Pin labels for quick access in the navigation panel.

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(Description: Screenshot showing label creation and management.)

Labels can be assigned to messages from the message details pane, allowing users to filter and find conversations efficiently.

[[Insert image of message with assigned label]]

(Description: Screenshot showing a message with an assigned label.)

Clover Chat & Chat Channels

Every Clover user has access to Clover Chat, a built-in real-time messaging system.

Direct Messages

Users can send direct messages to other Clover users.
Direct messages function like instant messaging.

Chat Channels

Chat Channels allow group messaging within an organization.
Available only when Teams functionality is enabled.
Users can create chat channels for departments, projects, or specific initiatives.

[[Insert image of creating a chat channel]]

(Description: Screenshot showing the chat channel creation process.)

Next Steps

Gather remaining screenshots:
Creating a chat channel
Attaching a business object to a message