Edit basic conversation details
In Connect Chat, you can customize the avatar, name, and description for a group or record conversation.
Before you begin
Role required: none
About this task
These details are not editable for direct conversations.
Note: The name and description for a record conversation default to the record name and short description. However, editing the name or description for a record conversation does not change anything on the underlying record.
Procedure
Open the a group or record conversation in the Connect workspace.
Click anywhere in the conversation header to the left of the icons.
A pop-up appears to edit conversation details.
Edit the conversation image, name, and description as needed.
Click Save.