In the Messages panel, you can review the message and conversation history with a specific contact. This section displays all messages and calls associated with that contact, offering a comprehensive record of all interactions and facilitating effective client and customer communication management. Select a contact within the Contacts > Smart Lists section to begin.

Messaging Header #

The message header includes a range of options and buttons that allow you to customize and tailor your communication. These tools ensure that your messages are presented according to your specific needs and preferences, ultimately enhancing the effectiveness of your communication efforts.

Call Contact #

Clicking the phone icon will initiate an automatic call to the contact you are currently viewing. This feature streamlines the calling process by eliminating the need for manual phone number entry, thereby facilitating more efficient and seamless communication.

Archive Conversation #

The folder icon allows you to archive a conversation, removing its notifications from the recents section in the conversations tab.

Add to Favorites #

Contacts can be marked as “Favorite” by clicking the star icon, which will add the contact to the starred tab in the conversations tab.

Mark Messages As ‘Read/Unread’ #

Messages can be marked as either read or unread by selecting the corresponding button in the message header. This function helps keep your message management organized, ensuring that no tasks or priorities are overlooked.

Filtering Messages #

View messages sent in a specific channel or group contact activity by applying filters within the contact record. This allows you to efficiently track communication history, streamline follow-up actions, and ensure a comprehensive overview of all interactions within that context.

Sending Messages #

To send a message, first select the message channel.

Next, compose your text within the designated field. You can enhance personalization by utilizing templates, adding emojis, attaching files, or incorporating custom values. This feature provides an efficient method for responding to any inquiries or concerns your contacts may have.

Frequently Asked Questions #

What does the Messages panel show? #

It displays the full message and conversation history with a specific contact, including all messages and calls associated with that contact.

How do I call a contact from the Messages panel? #

Click the phone icon in the message header to automatically initiate a call to the contact you are currently viewing, without manually entering the phone number.

What does archiving a conversation do? #

Archiving, done by clicking the folder icon, removes the conversation’s notifications from the recents section in the conversations tab.

How do I mark a contact as a favorite? #

Click the star icon to mark the contact as a Favorite, which adds them to the starred tab in the conversations tab.

Can I filter messages by channel? #

Yes. You can apply filters within the contact record to view messages sent in a specific channel or to group contact activity.

How do I send a message to a contact? #

Select the message channel, then compose your text, optionally adding templates, emojis, file attachments, or custom values before sending.