Advanced Messaging
📤 Bulk Messaging
Send messages to lots of clients at once:
Bulk SMS
- Pick your clients or use a list
- Click Bulk Message
- Write your message (use merge fields to personalize!)
- Preview what each person will see
- Send to everyone
Bulk Email
- Pick who should get the email
- Choose an email template
- Make changes if you want
- Send to all
📋 Bulk Messaging Rules
| Rule | Description |
|---|
| Opt-In Required | You can only message people who said it's okay |
| Rate Limiting | Messages go out a little at a time, not all at once |
| Compliance | Follow the rules for SMS and email |
⚡ Conversation Actions
| Action | Description |
|---|
| Star | Mark a conversation as important ⭐ |
| Archive | Hide it from your main inbox |
| Assign | Give it to a team member |
| Add Note | Write an internal note (clients can't see it) |
| View Case | Jump to the related case |
| View Client | Jump to the client's profile |
🔗 Integration Features
📋 Case Context
When you're looking at a conversation, you can also see:
| Context | Description |
|---|
| Case Status | Where the case stands right now |
| Client Info | Contact details for the client |
| Recent Activity | What's been happening with the case lately |
| Open Tasks | Tasks that still need to be done |
| Upcoming Deadlines | Important dates coming up |
🚀 Quick Actions
Do things without leaving Messenger:
| Action | Description |
|---|
| Update Status | Change the case status |
| Create Task | Add a new task |
| Send Form | Share a form link with the client |
| Make Call | Start an AI call |
| Schedule Follow-up | Set a reminder to follow up |
📊 Analytics
See how your messaging is going:
| Metric | Description |
|---|
| Response Time | How fast you reply on average |
| Messages Sent | Total messages you've sent |
| Messages Received | Total messages you've gotten |
| Delivery Rate | % of messages that were delivered |
| Open Rate | % of emails that were opened |
✅ Best Practices
- Reply fast — Quick responses make clients happier 🏃
- Use templates — Save time on common replies
- Check the details — Look at the case info before you reply
- Stay professional — Messages are part of the case record
- Read your messages — Keep your inbox clean by reading and clearing
- Star important chats — Makes them easy to find later ⭐
- Review AI drafts — Always read them before hitting send
- Pick the right channel — SMS for urgent, email for detailed stuff
- Make it personal — Use merge fields so messages feel personal
- Follow up on failures — If a message fails, try again another way