Start a group chat, a client chat or a text message
Use New chat to message several people at once, bring in a client by email, or send an SMS to a contact.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Every kind of new conversation starts from the same New chat window. What you get depends on who you add: one person is a direct chat, several people make a group, and an address outside your workspace receives an invitation by email.
By the end you can
- Create a group chat with a name
- Bring a client into a chat by email
- Send a text message to a contact
Screens used
Steps
- 1
Open New chat
On: /messagesIn Messages press New chat. The window has two channels at the top: Team / Email and SMS.
You should see: A window titled "New chat" with To and Message.
- 2
Add several people for a group
On: /messagesWith Team / Email selected, type an email address and press Enter, then the next. Each becomes a chip you can remove.
You should see: With two or more people, a group name box appears.
- 3
Name the group and send
On: /messagesType a name for the group, for example "Launch crew", write the first Message and press Send.
You should see: The group opens and appears under the Groups filter.
- 4
Bring in a client
On: /messagesA client is added the same way: type their email address. The note under the message reads "People without an account get an email invite to sign up."
You should see: The client receives an email with your message and a link to join the conversation.
- 5
Send a text message
On: /messagesChoose SMS at the top. Search for a contact with a phone number, or type a number in international format such as +14155550123, write the message and press Send.
You should see: A real text is sent from your connected Twilio number, and the conversation opens under Revenue.
Tips
- Keep one chat per client project so files and decisions stay together.
- SMS needs Twilio connected under Settings, Text messaging.
- Inside a group, the group settings let you rename it and add or remove members.
Troubleshooting
- "A group needs at least one other member."
- Add at least one more person before you send.
- "Some of those email addresses already have an account in this workspace. Add them as internal members instead."
- Remove the address from the email box and pick that person from the team list.
- "Client users can't be DM'd — use the client portal request flow instead."
- A client talks to you through their portal. Reply to their request or message there.
One row per shot, in the same order as the guide. Estimated length 2:12, recorded signed in as Owner. Use made-up data only. How to record
Say: Start a group chat, a client chat or a text message. Use New chat to message several people at once, bring in a client by email, or send an SMS to a contact.
Hold until you see: Lesson title on screen for three seconds.
Say: In Messages press New chat. The window has two channels at the top: Team / Email and SMS.
Hold until you see: A window titled "New chat" with To and Message.
Say: With Team / Email selected, type an email address and press Enter, then the next. Each becomes a chip you can remove.
Hold until you see: With two or more people, a group name box appears.
Say: Type a name for the group, for example "Launch crew", write the first Message and press Send.
Hold until you see: The group opens and appears under the Groups filter.
Say: A client is added the same way: type their email address. The note under the message reads "People without an account get an email invite to sign up."
Hold until you see: The client receives an email with your message and a link to join the conversation.
Say: Choose SMS at the top. Search for a contact with a phone number, or type a number in international format such as +14155550123, write the message and press Send.
Hold until you see: A real text is sent from your connected Twilio number, and the conversation opens under Revenue.
Say: That is start a group chat, a client chat or a text message. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
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