Edit basic conversation details

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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

    1. Open the a group or record conversation in the Connect workspace.
    2. Click anywhere in the conversation header to the left of the icons.
      A pop-up appears to edit conversation details.
    3. Edit the conversation image, name, and description as needed.
    4. Click Save.