The Messaging hub brings all client communications into one organised workspace. Incoming SMS replies, email responses, and platform notifications appear together in a unified inbox sorted by client and thread. Any team member can reply directly in the same channel, view the complete conversation history at a glance, reassign messages to the most appropriate colleague, and mark threads as resolved when the matter is closed.
Как работи
01
Access the Messaging hub from the main top navigation bar or by clicking the notification bell icon.
02
All incoming SMS and email replies appear in the All Messages view — click any conversation to open the full thread.
03
Reply within the thread using the same channel — SMS for text replies, email for email threads.
04
Reassign any message to a specific team member if it requires their expertise or ownership.
05
Mark the conversation as Resolved when the issue is dealt with — it moves to the Archived view for reference.
Ключови характеристики
Unified SMS and email inbox
Complete threaded conversation view
Unread message count badges
Per-message staff assignment
Full conversation history access
Resolved and archived message states
Direct link to client profile
Saved quick-reply templates
Професионални съвети
Create saved quick-reply templates for your ten most common client enquiries — it eliminates repetitive typing.
Make it a team habit to check the messaging inbox at both the start and close of every business day.
Assign complex or escalated client messages to the right person immediately — never let a message sit unowned.
Reading the full conversation history before replying avoids asking clients to repeat information they have already provided.
Feature Illustration
Messaging
Feature illustration