The conversation on the deal card

Emails as collapsible cards, texts as bubbles, calls and notes as compact rows — with our side offset right and theirs offset left so who spoke is readable across the room.

What it is

The thread for one prospect, matching the shape of the sub-account conversation. A SHOW strip filters to texts, emails, calls or notes. The composer is pinned at the bottom with channel buttons on the left and Send on the right. Notes and tasks ride the same list from the same tables the card's side panels use.

Also called: message thread · email and text history · what did we send them · sales inbox

See it
The conversation on the deal card
New lead 2
Marlin Hoover
$28k
Delia Yoder
$36k
Contacted 4
Sutter Kline
$41k
Ronan Petsch
$37k
Ivy Brubaker
$54k
Estimate 3
Ivy Brubaker
$44k
Gideon Alt
$60k
Marlin Hoover
$42k
Sold 3
Marlin Hoover
$53k
Delia Yoder
$69k
Sutter Kline
$68k
The thread showing an outbound email card offset right, an inbound reply offset left, a full-width dashed internal note, and the pinned composer. Sample data — no customer information appears here.
How it works
  1. 1Outbound messages take 95% of the width anchored right; inbound take 95% anchored left; the ragged edge is the signal.
  2. 2Notes and tasks stay full width on purpose — they have no direction, and indenting them would claim we mailed the customer our internal note.
  3. 3Emails collapse to subject, sender, date and preview, expanding on a chevron.
  4. 4Each sent email carries its delivery state beside the subject.
  5. 5The thread polls while it is open so a status that changes on its own — delivered, then opened — stays current.
Why we built it

Quoted in the component: 'make sure that the containers that hold the emails going out to the client don't reach the left side of the conversation panel… when they reply back, the client's side can be anchored left… That way it creates a bit of an offset, so it's easy to see that our messages are on the right, their messages are on the left.' The code adds why it mattered: 'every card previously spanned the full width, so an inbound reply and an outbound send were the same shape in the same place and the only difference was a border colour… A ragged edge is readable from across the room; a border colour is not.'

The problem
  • Inbound and outbound messages were visually identical.
  • Internal notes sat in the same shape as customer messages.
  • A sent email's fate was invisible without opening something.
Sound familiar?
What you get
Direction is readable at a glance without reading a word.
An internal note can never be mistaken for something the customer received.
The state of the last email is on the thread and on the card header.
What's inside

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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