Create and Manage Chats With Your Clients

Video walkthrough of how to create and manage a chat

To create a new chat, start by navigating to the Clients tab. In the menu, open the Chats section and tap New Chat. You’ll be prompted to choose the chat type you want to create:

• Direct Message

• Group Chat

• Broadcast

Select the type you want, then add the participant(s) you’d like to include. Once added, your chat will be created instantly.

(In group and broadcast chats, you can @ your clients inside the chat)

To manage an existing chat, open the chat and tap the three dots in the top-right corner. Here you can:

• View chat members

• Mute notifications

• Rename the chat

• Delete the chat

To react to messages, simply hold down on a message. You can add emoji reactions, reply directly, download attachments (such as photos), or delete your own message.