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Docs: rename Inbox to Conversations in automations reference (AUT-4491)#797

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Docs: rename Inbox to Conversations in automations reference (AUT-4491)#797
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@haleyserrano haleyserrano commented Jul 22, 2026

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JIRA

AUT-4491 — "Show updated product names to users"

Classification

UI/UX naming change (product rename reflected in documentation copy).

Repo targeted

Partner Center docs (vendasta/partnercenter-docs).

The Business App docs repo (vendasta/businessapp-docs) was also checked — its automations reference pages (automation-steps.mdx, automation-triggers.md) already use "Conversations" with no remaining "Inbox" naming, so no changes were needed there. No PR is being opened for that repo.

Summary of documentation updates

The ticket's acceptance criterion is: "Look for the name 'Inbox' everywhere in automations and update it to be 'Conversations' — names updated in partner and smb automations."

In the Partner Center automations reference, the "Inbox" trigger/step category and its entries were the only remaining occurrences of the old name:

  • docusaurus/docs/automations/automation-triggers-reference.mdx
    • ## Inbox## Conversations
    • Trigger renamed: "An Inbox message is sent to (or received from) an account" → "A Conversations message is sent to (or received from) an account" (overview text updated to match)
  • docusaurus/docs/automations/automation-steps-reference.mdx
    • ## Inbox## Conversations
    • Step renamed: "Send an Inbox message" → "Send a Conversations message" (overview and example use case updated to match)

This also resolves an existing inconsistency in automation-steps-reference.mdx, where a neighboring row ("Send an SMS message via Conversations") already used the new name while the Inbox-message row hadn't been updated.

Existing docs updated vs. new docs created

Existing docs updated only — no new pages were created. This is a scoped terminology fix within existing reference tables.

Placement reasoning

Both edits are inline replacements within existing ## Inbox sections of the automations trigger/step reference tables — no structural or navigation changes were needed.

Acceptance criteria coverage

Criterion Status
Look for "Inbox" everywhere in automations and rename to "Conversations" ✅ Done — the two remaining automations-reference occurrences were updated
Names updated in partner and SMB automations ✅ Partner Center automations reference updated in this PR; Business App automations docs already used "Conversations" (verified, no change needed)

Figma / images

None provided or used — this is a text-only rename based on the ticket description.

Skills / tools used

  • Jira MCP tools (getJiraIssue, getAccessibleAtlassianResources, getJiraIssueRemoteIssueLinks, searchJiraIssuesUsingJql) to pull the ticket, its parent epic (AUT-3908, "2026 sand items"), and epic siblings
  • Explore subagents (Grep-based) to search both docs repos for all "Inbox" occurrences and distinguish the renamed feature from unrelated generic "inbox" usage

Assumptions / limitations

  • Rollout check: AUT-4491's parent epic (AUT-3908, "2026 sand items") is a general backlog/grab-bag epic, not a feature-launch epic — it's still "To Do" only because it never closes, not because this specific rename is gated. Its open sibling tickets were scanned for feature-flag/eligibility/rollout-gating signals (keywords like "flag", "toggle", "eligib", "region", "rollout") and none were found relevant to this rename. AUT-4491 itself is Done with merged PRs. Proceeding was judged safe, but this is a heuristic, not a rollout guarantee.
  • Reviewer assignment: GitHub access in this session is scoped only to the two docs repos, so I couldn't look up the linked code PR(s) or their author(s) to add as a reviewer, and no GitHub PR link surfaced via Jira's remote-links API (only a Confluence "mentioned in" link was found). No reviewer has been assigned as a result — please add the appropriate developer manually.
  • Scope: Left unchanged several other Partner Center pages that still say "Inbox" as a UI/feature reference (e.g. business-app/conversations/index.mdx, conversations-ai/understanding-lead-capture-notifications.mdx, multi-location-business-app/conversations/inbox-in-multi-location.mdx, and some stale img/partner-center-inbox/ asset-folder names). These are outside this ticket's stated scope (automations only) and are flagged here for a possible separate follow-up rather than bundled into this change.

cc @ahnikakuse @haleyserrano @maryam6samadi


Generated by Claude Code

Update the automations trigger and step reference tables so the
Conversations feature name is used consistently instead of the
retired "Inbox" name.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_012T8AHekPb6JSLf72YkyNZc
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