The Dixa conversations nobody wants to work through
It reads every conversation your Dixa account holds, drafts the changes that follow, and hands you a card for each one before a single conversation moves.
Open the conversation. Check it against something else. Write the change. Move to the next one. That is the Dixa afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a conversation until you approve it.
What it can do is exactly what Dixa exposes to an account you authorise and nothing beyond it: 12 operations, 6 reads and 6 writes. In practice that means it can add a tag to conversation, set custom contact attributes and create a note, and work across the conversations, messages and notes.
The Dixa API stops at Dixa. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Can it list notes on its own?
6 of the 12 operations are reads.
Your account, not a guess at it: a companion can list notes, list messages and get a conversation, and the full list below is the whole list, with nothing inferred from Dixa's documentation.
The conversations are what most of this inventory is about, alongside the messages. A companion can hold all 12 of these operations and forty open tabs in the same pass, which is how an afternoon of Dixa admin becomes a queue you review.
- List Notes
- List Messages
- Get Conversation
- Get Article
- Get Article Translations
- Claim Conversation
What happens before it can add tag to conversation?
All 6 write operations wait for you.
A companion can add a tag to conversation, set custom contact attributes and create a note, and each one is staged on an approval card first: you see the conversation, the field and the new value before it lands in Dixa.
Nothing in Dixa is sent, changed or deleted on your behalf without that click, and a rejected card leaves the conversation exactly as it was. The gate is the same one on every surface, described at security.
- Add Tag to Conversation
- Set Custom Contact Attributes
- Create Note
- Create Conversation
- Close Conversation
- Add Message to Conversation
Can it add tag to conversation on a schedule?
Yes.
Saved as a routine, the Dixa conversations pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The sales pipeline playbook catalogues the other recurring shapes of pipeline work, the Dixa conversations sweep among them, and finished runs are published at real runs.
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