Use the Messages inbox
Tell Revenue from Internal, filter conversations, message a teammate and clear what needs no reply.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Messages is where the agency talks: to each other, and to customers, leads and website visitors. Two tabs keep the two kinds of conversation apart.
By the end you can
- Switch between the Revenue and Internal tabs
- Filter to unread, groups, pinned or archived
- Start a chat with a teammate by email address
Screens used
Steps
- 1
Open Messages
On: /messagesChoose Messages in the icon rail, or press Chat in the top bar.
You should see: A list of conversations on the left and the open conversation on the right.
- 2
Choose a tab
On: /messagesRevenue holds customers, leads and website visitors. Internal holds teammates and groups.
You should see: The list changes when you switch tabs.
- 3
Filter
On: /messagesUse the filter above the list: All, Unread, Groups, Pinned or Archived.
You should see: Only conversations of that kind are listed.
- 4
Start a chat
On: /messagesPress New chat. Keep Team / Email selected. Under To type the person's email address and press Enter; it becomes a chip. Type your Message and press Send.
You should see: A conversation with that person opens. A teammate sees it at once; someone without an account gets an email invite to sign up.
- 5
Reply in a conversation
On: /messagesOpen a conversation and type in the box at the bottom. You can attach files, record a voice note and mention a teammate with @.
You should see: Your message appears in the conversation.
- 6
Clear what needs no reply
On: /messagesRight-click a conversation, or long-press on a phone, and choose No reply needed to clear it from the waiting list. Clear all clears every waiting conversation at once.
You should see: The conversation is no longer flagged as waiting for a reply.
Tips
- Refresh reloads the list if a new conversation has not appeared.
- Load older chats at the bottom of the list brings back older conversations.
Troubleshooting
- A conversation you were told about is not in the list.
- Press Refresh. If it is older, press Load older chats at the bottom of the list.
- Messages says chat is disabled.
- Team Chat is switched off for the workspace. The owner switches it on under Settings (see Switch workspace features on or off).
One row per shot, in the same order as the guide. Estimated length 2:11, recorded signed in as Owner. Use made-up data only. How to record
Say: Use the Messages inbox. Tell Revenue from Internal, filter conversations, message a teammate and clear what needs no reply.
Hold until you see: Lesson title on screen for three seconds.
Say: Choose Messages in the icon rail, or press Chat in the top bar.
Hold until you see: A list of conversations on the left and the open conversation on the right.
Say: Revenue holds customers, leads and website visitors. Internal holds teammates and groups.
Hold until you see: The list changes when you switch tabs.
Say: Use the filter above the list: All, Unread, Groups, Pinned or Archived.
Hold until you see: Only conversations of that kind are listed.
Say: Press New chat. Keep Team / Email selected. Under To type the person's email address and press Enter; it becomes a chip. Type your Message and press Send.
Hold until you see: A conversation with that person opens. A teammate sees it at once; someone without an account gets an email invite to sign up.
Say: Open a conversation and type in the box at the bottom. You can attach files, record a voice note and mention a teammate with @.
Hold until you see: Your message appears in the conversation.
Say: Right-click a conversation, or long-press on a phone, and choose No reply needed to clear it from the waiting list. Clear all clears every waiting conversation at once.
Hold until you see: The conversation is no longer flagged as waiting for a reply.
Say: That is use the Messages inbox. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
Mark it complete to keep your place in the course.
Related lessons
Use New chat to message several people at once, bring in a client by email, or send an SMS to a contact.
See monthly recurring revenue, one-time backlog, revenue by service and the clients that need chasing.
Build a form with the fields you need, map answers onto the contact, and publish it.