Using The Staff Conversation Feed

Every staff member has a dedicated Conversation Feed where you can communicate directly with each staff member. The Conversation Feed will store a complete history of every message sent and received through the Conversation Feed.

By default, messages sent through the staff's Conversation Feed will be delivered by email. If your company has Text Messaging enabled, these messages can also be delivered by text message. Similarly, if you have Text Messaging enabled, your staff can text your company number, and the message will be automatically added to their Conversation Feed.

Sending A Message To A Staff Member

To send a message to a staff member, first visit their profile. The first tab listed will be their Conversation Feed:

View of Staff Profile - Conversation tab

To add a new message, click on the box labeled "Add a Message...":

View of Staff Conversation Feed - Adding A Message

Begin typing your message. You can also add any number of attachments by clicking the "Attachmentbutton. You can also remove already attached files by clicking the "Remove Image" link under each attachment.

If Text Messaging is enabled and this staff member is configured to receive text messages, you will also have the option to select the delivery method for this message:

Delivery Method Options on Staff Conversation Feed

When your message is ready, click the "Send" button.

Deleting A Message To A Staff Member

To delete a message, navigate to the client's conversation feed, locate the message you would like to delete, and click "Remove Message".

View of Conversation Feed on Staff conversation feed

To view a history of deleted messages, click on the History tab on any client's profile -> then click the Conversations tab.

View of Activity Feed -> Conversations tab on staff conversation feed

Please note if an email notification is sent and a message is deleted, there is no way to delete the delivered email notification that was sent. Deleting a message just removes it from the staff's conversation feed.

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