Starting a Conversation in Messages

To initiate a conversation with a client or team member, follow these steps:

  1. Hover over the View menu and click Applications.
  2. Select the application you want to start a conversation for.
  3. Switch to the Messages tab.
  4. Type a message in the Type your message field to start the conversation.
  5. Add attachments as desired and select the Options section to reveal additional features.

Viewing, Opening, and Closing Conversations

To view and manage your conversations:

  1. (1) Click the Messages menu.
  2. (2) Sort conversations by Open, Closed, or All using the dropdown menu.
  3. (3) Use the magnifying glass icon to search messages by participant or content.
  4. (4)Select the Sort messages dropdown menu to view only Unread messages.
  5. Open a conversation by selecting it from the list and typing a new message. The conversation will automatically reopen.
  6. Close a conversation by selecting it from the list, clicking the gear icon, and choosing Close Conversation.

Joining a Conversation

Only Admins and/or Managers within the same company can join an existing conversation. To join a conversation:

  1. Hover over the View menu and click Applications.
  2. Select the relevant application.
  3. Switch to the Messages tab.
  4. Type a message to automatically join the conversation.

Leaving a Conversation

To leave a conversation:

  1. Click the Leave conversation option in the Options section.


You can re-join the conversation at any time by typing a new message.