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.
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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.
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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
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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