Messages is your company's text inbox. Customers text you, you text them back, and your whole team sees the same conversations.
Find a conversation
Search by name, number or message text. The filters at the top narrow the list:
- Unread — texts nobody has opened yet.
- Open — conversations still in progress.
- Mine and Unassigned — who is handling what.
- Closed — finished conversations. Reopen one any time.
Send a text
Tap New message. Pick a customer, or type any phone number. You can attach photos.
A customer has to opt in before your texts reach them. Until they do, the button reads Send invite + message.
If a customer texts STOP, texting them is blocked until they text START. Your company has a monthly text limit, and Messages tells you when you reach it.
Work it as a team
- Assign a conversation to a teammate.
- Add an internal note. The customer never sees notes.
- Close a conversation when it is done.
Your texting number
Texts go out on a shared line until your company has a dedicated number. Owners and admins can claim one in Settings, under Dedicated Phone Number.
Dedicated numbers may not be available yet in your area.
Talk about a job on the project
Each project's Overview has a Messages card with two threads:
- Team Discussion — internal. The customer never sees it.
- Client Messages — the customer reads these in their portal.
- Type @ and a name to mention a teammate.
Who has it
Messages and the project Messages card are on the Pro plan and above.