Right Panel and Expandable Sidebar in Conversations

By Sparkforge Support Team ·Last reviewed May 3, 2026

The Slim Panel on the right side of Conversations gives you Contact, Appointments, and Opportunity views without leaving the inbox. Expand or collapse it as needed.

The Slim Panel sits on the right side of Sparkforge Conversations. Expand it to see contact details, appointments, and opportunities for the active chat — collapse it when you want more screen for the message thread.

Three views in one click

Contact

Add or edit contact details inline: name, phone, email, owner, tags, campaign associations, and DnD (Do Not Disturb) settings. Updates without leaving the conversation.

Appointments

Book new appointments, view past and upcoming bookings, and reschedule — all from the panel. No jumping to the calendar module.

Opportunity

Create opportunities, view existing ones tied to the contact, and edit details on the spot. Sales updates happen where the conversation is.

Why it matters

Most CRMs make you bounce between tabs to update a contact, check an appointment, or log an opportunity. Keeping all three on the right side of the inbox cuts the back-and-forth and keeps context with the conversation.

Frequently Asked Questions

Can I collapse the Slim Panel?
Yes. Click to collapse or expand. Collapsed gives the message thread more room; expanded shows full contact, appointment, and opportunity details.
Can I edit a contact without leaving Conversations?
Yes. Open the Contact view in the Slim Panel and edit fields inline — name, phone, email, owner, tags, campaigns, and DnD.
Can I book a new appointment from the inbox?
Yes. The Appointments view in the panel lets you book, reschedule, and view appointments tied to the contact.
Can I create new opportunities from a chat?
Yes. Open the Opportunity view and click create — it ties the new opportunity to the contact automatically.

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