Before you begin
Sign in to your workspace in another tab. Use a test contact or low-risk example whenever the guide asks you to check a customer-facing step.
Where to find it
Follow this path in your workspace
Mobile App → Home → Conversations
Step by step
- 01
Install the approved mobile workspace app and sign in with your assigned account.
- 02
Allow only the permissions needed for calls, notifications, camera or files.
- 03
Choose which conversation and appointment notifications should reach your phone.
- 04
Practice finding a contact, replying to a thread and updating an opportunity.
- 05
Enable device security and sign out of old or shared devices.
TalkTuit tips
Small details that make this work better
- Limit notifications to events that need action.
- Use internal notes when handing work back to the desktop team.
- Do not store exported customer files on personal devices.
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