Conversations

Public vs. PrivateEvery conversation is either public or private.Public — anyone with the link can view it.Private — only people who have been added as participants can see it.The default depends on your account settings, but you can change it on any conversation.ParticipantsA participant is someone added to a conversation. They can post messages and receive notifications.Being the account owner does not automatically make you a participant in every conversation. Each conversation has its own participant list. You need to be added — or add yourself.Account owner: viewing conversations you're not inAs the account owner, you can turn on "View all public conversations" in your conversation list settings.     This lets you see all public conversations in your account — even ones you haven't joined.Two things to know:Private conversations are not included — you won't see those unless someone adds you.Once you click into a conversation, you are automatically added as a participant and will be visible to others in it.Managing accessTo add someone to a conversation → open the conversation → Settings Modal → People panel → Participants     To change public/private → open the conversation → Settings Modal     To set a default for all new conversations → Account Settings → Conversations & Messages      

Clarityflow sends two kinds of notifications per conversation:New message notification — sent when a new message is posted in a conversation.Message played notification — sent when someone plays (watches/listens to) a message in a conversation.Both are on by default.For coaches, these two notifications cover the core back-and-forth of async work: you know when a client has responded, and you know when they've actually watched your message — useful for following up if someone goes quiet.Three levels of controlNotifications can be configured at three levels, from broad defaults down to a single person in a single conversation.1. Account level (default for all new conversations)Sets the default notification behavior for every new conversation created in your account. Use this to establish a baseline that makes sense for how you typically work with clients. Go to: Account Settings → Conversations & Messages → Privacy & Access     2. Conversation level (override for all participants at once)Changes notification settings for one conversation — applies to all participants in that conversation. Useful when one conversation needs different rules than the rest, like a busy group thread where you want to reduce notification volume for everyoneGo to: Open the conversation → Settings Modal → Settings → Notifications     3. Per-participant level (override for a specific person in one conversation)Turn notifications on or off for a specific participant in one conversation — useful when someone's role in that conversation has changed and you don't want them receiving every update.Go to: Open the conversation → Settings Modal → People panel → Select participant → Settings     Turning off notifications for yourself globallyIf you want to stop receiving notifications for yourself across all conversations, that is managed through your personal profile — not the conversation settings.Go to: My Settings → Notifications     Note: You cannot change another participant's personal notification settings on their behalf. Each person manages their own global preferences from their own profile.Where to manage notificationsWhat you wantWhere to goDefault for all new conversationsAccount Settings → Conversations & Messages → Privacy & AccessTurn on/off for all participants in one conversationConversation → Settings Modal → Settings → NotificationsTurn on/off for a specific participant in one conversationConversation → People → Select participant → SettingsTurn off for yourself across all conversationsMy Settings → Notifications  

How Conversation Replies WorkClarityflow conversations have two ways people can participate:Top-level messages — new posts in the main conversation (like starting a new topic).Thread replies — responses tucked under a specific message (like commenting on one of your videos).This guide explains who can do what, and how the settings work together. If you've ever wanted clients to respond to your content without taking over the conversation, these are the settings that make that possible.Who this applies to: The rules below are mainly for clients and guests. Team members on your account can always post messages and replies, even when these settings are restrictive — so you can still coach and manage the conversation without getting locked out.Why coaches use these settingsMany coaches use Clarityflow for async coaching: clients watch a video, reply with questions, and you respond when it works for you. These settings let you shape that flow — for example, keeping a course structured so clients reply to your lessons without starting unrelated new topics, or closing a conversation cleanly when a program has ended.What you can controlThere are three settings that control how replies work in a conversation. The master switch controls whether the conversation is open at all, a second setting limits clients to thread replies only, and a third lets you close replies on one specific thread without affecting the rest.When Messages open is ONClients can post both top-level messages and threaded replies, unless a specific thread has replies closed — then they cannot reply in that thread.For example, if you run an open coaching conversation where clients can ask new questions anytime and reply under your weekly check-in videos, this is the default setup for that.     When Messages open is OFFClients cannot post anything — no top-level messages and no thread replies. This overrides everything else, even if other settings are turned on.For example, if you've finished a program and want the conversation to stay visible as a record, turning Messages off keeps it accessible to everyone. You can still add messages as the coach, but clients cannot post anything new — making it a clean record of the engagement.     When all three are ONMessages openAllow replies in threads but not top-level messagesThat thread's replies are open       Clients cannot post new top-level messages, but can reply inside open threads. This is the most common setup for structured courses or group programs — clients respond under your lesson videos without driving the main conversation.When Messages open + "threads only" are ON, but every thread is closedClients cannot post top-level messages or replies anywhere — there is no open thread to reply in. This can happen at the end of a cohort when you've closed replies on every lesson thread. Clients won't see anywhere to post until you reopen at least one thread.     Priority (what wins)Messages closed → blocks everything for clients.A specific thread closed → that thread blocks replies, even if conversation-level settings would otherwise allow them.Threads only → only applies when Messages open is ON; limits clients to thread replies only.For example, if you have "threads only" enabled for a group program but close replies on Week 1's thread because that module is done, clients can still reply under Week 2's video but not under Week 1 — without changing any other program settings.Quick referenceSetupCan clients post a new top-level message?Can clients reply in a thread?Messages openYesYes (if thread is open)Messages closedNoNoMessages open + threads onlyNoYes (in open threads)Messages open + one thread closedYesNo in that thread; yes in othersMessages closed + thread openNoNoWhere to change theseSettingWhereMessages openConversation → Settings Modal → Settings → AdvancedThreads only — for one conversationConversation → Settings Modal → Settings → AdvancedThreads only — for all new conversationsAccount Settings → Conversations & Messages → Display & ThreadingThreads only — for a courseCourse → Course Settings → Course ConversationsClose one threadThread settings → Prevent replies / Allow replies       If you're unsure which setting to use, start with the conversation-level controls — they give you the most flexibility without affecting the rest of your account. And remember, as a team member you can always post into a conversation regardless of how these settings are configured, so you won't get locked out of your own client work.  

A busy coaching conversation fills up fast — videos, notes, shared links, PDFs, tasks, forms. Scrolling back through weeks of messages to find one thing takes time you don't have between clients.Filters let you narrow the conversation sidebar down to just the type of content you're looking for — text, links, attachments, tasks, media, and more. Turn on a filter, and the sidebar (and the conversation itself) only shows messages that match. Click any message to jump straight to it.Anyone in the conversation — coach or client — can use Filters. It's the same tool for everyone. Filters — find anything in your conversation, fast Picture this: someone messages you five minutes before your call asking about "that resource you sent last month." Instead of scrolling through weeks of videos, notes, and check-ins, you open Filters, turn on Links, and there it is.Use Filters when you need to:Find a written note, session recap, or resource without scrolling past every videoReopen a link, workbook, or form that was shared earlier — no need to replay every video replyPull up every message with an attachment — worksheets, contracts, PDFsJump to messages with tasks, so you can follow up on homework or check off your own to-dos (use Tasks → My tasks to see just yours)Catch up on unseen replies before a session, then narrow further to attachments or tasks if neededRewatch a video check-in using Media → VideoIf you've ever thought "I know it's in here somewhere," Filters are for exactly that moment.How to access FiltersOpen a conversation with the sidebar visible.In the sidebar Messages list, click the filter icon.The Filters panel opens.If no filters are turned on, you'll see Showing all — the full conversation, unfiltered.     Empty filter types stay hidden. Coaches and clients see the same options for the content that exists in this conversation. Internal messages always stay hidden from clients, as usual.Filter by content typeTurn on one or more toggles. The sidebar and the conversation update to show only messages that match.FilterWhat it showsReal-world exampleUnseenMessages you haven't seen yet (not your own)Coach: catch up on a client's replies before a session. Client: see what's new from your coach.TextsMessages with written text contentFind session notes or a written check-in without scrolling past videosLinksMessages that include web linksReopen a shared resource URL either of you dropped in the threadAttachmentsMessages with file attachmentsFind the signed agreement, or re-download a worksheet PDF — without scrolling past every video to get there.EmbedsMessages with embedded media (YouTube, Loom, etc.)Jump back to a Loom video someone shared in the threadTasksMessages that include tasksJump to messages with tasks — whether it's homework you assigned or your own to-dos to follow up onFormsMessages with a form or form submissionFind the intake or feedback form in this conversationAppointmentsMessages tied to appointmentsLocate scheduling-related messages quicklyProduct offersMessages with a product offerFind where a package or checkout offer was sharedMediaMessages with recorded audio or videoFilter to video (or audio) recordings onlyTasks: My tasks vs. All tasksWhen you turn on Tasks, two nested options appear:My tasks — messages with tasks assigned to youAll tasks — messages with any tasks in this conversation that you're allowed to seeFor example, before a 1:1 session, you might use My tasks to jump straight to what's assigned to you — without opening the full Tasks page. Use All tasks if you want to review everything in the conversation instead.Media: Audio, Video, or AllWhen you turn on Media, you can narrow further:AudioVideoAll (both)In a long program conversation with months of history, a coach might filter to Media → Video when they only want recorded video messages — no text or files in the way. A client can do the same to replay their coach's last video reply without scrolling past everything else.     Combine and clear filtersYou can turn on more than one filter at a time. Clarityflow shows only messages that match all the filters you've selected — so you could, for example, focus on unseen task messages, or on just the attachments you haven't gotten to yet.Click Clear filters anytime to reset and see all messages in the conversation again.The filter icon stays highlighted while Filters are active, so you can tell at a glance you're not looking at the full message list.Filters apply to your own view only. Turning them on doesn't change what the other person sees.Visibility and permissionsFilters don't change who can see a message — only which messages are listed for you right now.Same tools for coaches and clients — if you can see the conversation sidebar, you can open Filters and use the same content-type toggles.Normal conversation rules still apply — internal messages, drafts, and other private content stay hidden from anyone who shouldn't see them. Filters never expose messages that were already out of reach."My tasks" is personal — it always means tasks assigned to whoever is logged in, so coaches and clients each get their own shortlist.ConclusionFilters turn a long, scrollable conversation into exactly the messages you need — notes, links, files, or tasks — in a couple of clicks. And within a single message thread, Filters work the same way, narrowing down just that thread's messages. Either way, Filters get you there faster.