Start a conversation from the record you are on
Start a conversation from the record in front of you, or a message, question or signature from the command bar, with no locked buttons.
Live in partWhat does The three doors do? Marketing campaigns (Reach) the shared services without learning their names or hunting through menus.
How it works
There are three places to start. On a record: a Discuss button on sales invoices, purchase bills and leases opens a conversation attached to it. On a person: click a name, where it is wired. Anywhere else: a command bar with a short list of things to start, such as a message, a question or a signature. An action your role may not use does not appear, so there are no greyed-out buttons or upsell prompts in the middle of a task.
The Discuss button, the command bar and its short list are in use. Clicking a name opens that person's card at the room, requisitions and metric governance screens, and is being extended to the rest.
Step by step
Here is how a finance executive in a distribution company uses it while chasing an overdue invoice.
- Start on the record. They open the overdue sales invoice. The invoice page carries a Discuss button.
- Press Discuss. A conversation opens already attached to that invoice. Nobody pastes a link or explains which invoice it is about.
- Click a name for the person. Clicking a colleague's name, such as the sales rep who owns the account, opens a card for that person. This works at the room, requisitions and metric governance screens today, and is being extended to the rest.
- Or start from anywhere else. In the command bar they ask or start something in plain words. A short list of things to start, such as a message, a question or a signature, sits beside the bar for people who prefer not to type.
- Actions your role may not use are simply not there. If your role may not use an action, it does not appear. There is no greyed-out button and no upgrade prompt in the middle of a task.
Ask us to show you the Discuss button on an invoice, a bill and a lease in your own account.
What you see on screen
The three starting points appear in different places.
| Where | What you see |
|---|---|
| Sales invoice, purchase bill and lease | A Discuss button on the record, which opens a conversation attached to it. |
| Home | A command bar and a short list of things you can start. |
| Command palette | The same bar and list, wherever you are in Kinnow. In command mode, the list is hidden because the results beneath answer the same question. |
| A person's name | Clickable in the places wired so far. It opens a card for the person from the company directory. |
Who uses it
| Who | When | What they do with it |
|---|---|---|
| Accounts or finance executive | Daily | Starts a discussion from an invoice or bill. |
| Sales manager | When following up | Starts a discussion on the record and starts a signature from the command bar. |
| A new user | In the first week | Uses the short list instead of learning where each service lives. |
See the Discuss button on your own invoice, a colleague's card and the command bar.
Related
Questions
What is The three doors in Kinnow?
Start a conversation from the record in front of you, or a message, question or signature from the command bar, with no locked buttons.
What changes for the business?
Reach the shared services without learning their names or hunting through menus.
Is it available today?
It is live in part: the core is built and parts are completing with early customers.
Why is an action I expected not showing?
Either your role does not allow it, or it is not yet on that screen. Kinnow hides such actions rather than showing a locked button.
Do I have to learn the names of the shared services?
No. You start from the record, the person or the command bar and see only the actions that apply.
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