Overview
The Conversations tab helps you log and organize all communication related to your claim — phone calls, emails, texts, and in-person meetings. Think of it as a communication journal for your claim.
Location: Left sidebar > Conversations
Important: Conversations is for logging communication that happens outside Brelly (phone calls, emails, etc.). It's different from Co-Pilot, which is the AI assistant you chat with directly inside Brelly.
Two Sub-Tabs
The Conversations page has two sub-tabs:
Conversations — Communication threads organized by topic
Contacts — Your claim's contact list (policyholders, adjusters, contractors, etc.)
Working with Conversations
Creating a Conversation Thread
A conversation thread is a container for related communications. For example, you might create threads like "Adjuster Communications" or "Contractor Roof Estimate Discussion."
Click New Conversation
Enter a name for the thread (e.g., "Communications with State Farm Adjuster")
Click Create
Logging a Communication
Once you have a thread open:
Select the communication type:
- Text
- Call
- In Person
Select the contact it was with (or create a new contact on the fly)
Set the date and time when the communication happened
Type the message content — what was discussed or communicated
Click Send to log it
The communication appears in the thread, sorted by date.
Viewing a Thread
Click any conversation in the left panel to view its full message history. Messages show:
Who it was with (contact name, or "You" for your entries)
Date and time
Communication type (Email, Text, Call, In Person)
Message content
The thread auto-scrolls to the most recent message.
Editing a Communication
Find the message in the thread
Click the Edit button on the message
Update the content, type, date, or contact
Click Save
Deleting a Communication or Thread
Delete a single message: Click the delete button on the message, then confirm
Delete an entire thread: Click the ... menu on the thread in the left panel, select Delete, then confirm
Working with Contacts
What Is a Contact?
Contacts are the people involved in your claim. Each contact has a role with a color-coded badge:
Role | Badge Color | Examples |
Policyholder | Blue | Homeowner, property owner |
Adjuster | Purple | Insurance company adjuster |
Contractor | Orange | Repair contractor, roofer |
Attorney | Red | Claim attorney, legal counsel |
Public Adjuster | Green | Licensed public adjuster |
Other | Gray | Anyone else involved |
Contact Fields
First Name and Last Name
Email and Phone
Company — Their company or firm
Role — Select from the dropdown
Relationship — Primary, Secondary, etc.
Representing — Who they represent in the claim
Preferred Contact Method — How they prefer to be reached
Notes — Any additional information
Adding a Contact
You can add contacts from the Contacts sub-tab or directly when logging a communication (there's a "Create New Contact" option in the contact dropdown).
Primary Contact
You can mark one contact as the primary contact by clicking the star icon. This helps quickly identify the main point of contact for the claim.
Conversations vs. Co-Pilot
Conversations | Co-Pilot | |
What it is | Communication log | AI assistant |
Purpose | Record calls, emails, texts, meetings | Get AI-powered claim analysis and help |
Who you talk to | Real people (adjusters, contractors, etc.) | Brelly's AI |
Content | Your summary of what was discussed | AI-generated insights about your claim |
Location | Left sidebar > Conversations | Left sidebar > Co-Pilot |
Common Questions
Q: Does Brelly actually send emails or make calls for me?
No — the Conversations feature is a logging tool. You record communications that happened outside of Brelly so you have a complete history. Brelly does not send emails or make calls on your behalf.
Q: Can I link a conversation to a specific contact?
Yes — each individual communication (message) within a thread can be linked to a specific contact. Select the contact from the dropdown when logging the communication.
Q: What's the difference between Contacts here and Claim Contacts in Claim Details?
They're the same contacts. The Contacts sub-tab in Conversations shows the same contact list that appears in the Claim Contacts tab under Claim Details. You can add and manage contacts from either location.
Q: I logged a phone call in Conversations. Will it show up in the Timeline?
Communications logged in Conversations are part of the Conversations feature. If you also want a Timeline entry, you can add one from the Timeline tab. These are separate features.
Q: Can multiple team members log communications in the same thread?
Yes — any team member with access to the claim can add communications to any conversation thread.