Recover agreements when they matter again
Search previous conversations and preserve the complete history. Perfour turns daily coordination into reusable knowledge.
What you'll learn
How recover agreements when they matter again works inside Perfour.
What information you need and how it stays connected to Conversations.
How to preserve traceability and find the record later.
How to complete conversation search
- 01
Understand the objective
Conversations centralizes team messages inside Perfour's context. It can organize exchanges by project or topic and preserve authors, dates, mentions and files beside the decision. This guide focuses on recover agreements when they matter again.
- 02
Prepare conversation search
Create a conversation with a name and participants, write the message with enough context and mention anyone who must act. Attach files or select a related entity when useful.
- 03
Complete the workflow in Perfour
Start the channel or conversation, add participants, exchange messages and files, and preserve the resolution in the same thread. Typing indicators and real-time updates support coordination. History helps recover prior agreements.
- 04
Review relationships and traceability
Messages can include system entity previews and files. This relationship keeps discussion close to the budget, task, RFI or object it references. Keep the official response in the module that governs the process—for example, an RFI—and use conversation to coordinate. End each discussion with a clear decision or next owner.
Frequently asked questions
What is conversation search and what is it for?+
Conversations centralizes team messages inside Perfour's context. It can organize exchanges by project or topic and preserve authors, dates, mentions and files beside the decision.
What information do I need to recover agreements when they matter again?+
Create a conversation with a name and participants, write the message with enough context and mention anyone who must act. Attach files or select a related entity when useful.
How is this process completed in Perfour?+
Start the channel or conversation, add participants, exchange messages and files, and preserve the resolution in the same thread. Typing indicators and real-time updates support coordination. History helps recover prior agreements.
Which other modules does it connect with?+
Messages can include system entity previews and files. This relationship keeps discussion close to the budget, task, RFI or object it references.
What should I check before considering it complete?+
Keep the official response in the module that governs the process—for example, an RFI—and use conversation to coordinate. End each discussion with a clear decision or next owner.