Sending Messages & Replies

Communicating with your clients is easy from the Conversations inbox.

Replying to Messages

• Click on a conversation in the left panel
• Type your reply in the message composer at the bottom
• Press Enter or click Send

Choosing the Channel

If a contact has multiple communication channels, you can choose which to use:

• Click the channel dropdown next to the message input
• Select SMS, Email, or another available channel
• Your message will be sent via that channel

Starting a New Conversation

• Click the + New button at the top
• Search for an existing contact or enter a new number/email
• Choose your communication channel
• Type and send your message

Message Templates

Save time with pre-written templates:

• Click the Templates icon in the composer
• Browse or search for a template
• Click to insert the template text
• Customize if needed, then send

Merge Fields

Templates can include merge fields like:

• {{contact.first_name}} - Inserts the contact's first name
• {{contact.email}} - Inserts their email
• {{user.name}} - Inserts your name

Sending Attachments

Images & Files

• Click the attachment icon (paperclip)
• Select a file from your computer
• The file will upload and be included with your message

Supported File Types

• Images: JPG, PNG, GIF
• Documents: PDF (some limitations)
• File size limits apply based on the channel

Email Specifics

When sending emails:

• Add a Subject Line (required)
• Use the rich text editor for formatting
• Attach files up to 25MB
• Add CC/BCC recipients if needed