With your phone system connected, MoveRight becomes your single place for every customer conversation. Calls, texts, and emails all appear in one feed inside each opportunity. No more switching between your phone app, text messages, and email to piece together what happened.
What this does
The unified communication feed shows every interaction with a customer — inbound and outbound — in chronological order, inside their opportunity.
Who uses this
Sales agents — you live in this feed. Sales managers — review conversations for coaching. Dispatchers — check last-minute messages from crews and customers.
Before you start
- Your phone system is connected: Setting Up Your Phone Integration
The communication feed
Open any opportunity and go to the Communication tab. You see a timeline of every interaction:
| Icon | Type | What shows |
|---|---|---|
| 📞 | Call | Inbound/outbound, duration, recording link, transcript |
| 💬 | Text | Full message content, sent/received timestamps |
| ✉️ | Full email content, sent/received timestamps | |
| 🤖 | AI auto-text | AI follow-up messages and customer replies |
Everything is in one place, in order. No more “which app did they text me on?”
Reading call recordings and transcripts
Click any call entry to expand it. You see:
- Duration — how long the call lasted
- Recording — click to play the audio
- Transcript — AI-generated text of the conversation
- Summary — key points (if your plan includes AI summaries)
Use transcripts for:
- Training — review how agents handle objections
- Documentation — verify what was agreed to on the call
- Coaching — share good calls with the team as examples
Replying to texts
You can send and receive texts directly from MoveRight:
- Open the opportunity → Communication tab
- Click Send Text
- Type your message
- Click Send
The customer sees the message from your business number. Their reply appears in the same feed.
@mentioning teammates
If you need another team member to weigh in on a conversation:
- In the communication feed, click Add Note
- Type @ and the team member’s name
- They get a notification inside MoveRight
This keeps team discussions attached to the customer record instead of buried in Slack or email.
Common questions
Can I send texts to customers who called but didn’t leave a number? If they called from a number (not blocked), MoveRight captures it automatically. You can text that number. If the caller ID was blocked, you can’t text them.
How far back do transcripts go? Transcripts are stored for as long as your MoveRight account is active. There’s no expiration on call records.
Can customers see the communication feed? No. This is an internal tool. Customers see only the messages you send them and the estimates/invoices you share.
What happens next
- AI handles missed calls: AI Lead Follow-Up
- Phone setup: Setting Up Your Phone Integration
- Pipeline management: Managing Your Lead Pipeline