Role-scoped conversations
Agency owners and staff can chat directly or in colleague groups. Each client has a separate thread; platform support and one-way admin announcements stay distinct.
Team & Client Messaging
Built-in conversations connect agency owners, staff colleagues and each client’s portal team. Clients only reach their own agency personnel, never other clients or agencies.
Team & Client Messaging
Keep every conversation in the right workspace.
Built-in conversations connect agency owners, staff colleagues and each client’s portal team. Clients only reach their own agency personnel, never other clients or agencies.
Floating message center
Open the compact bottom-right inbox and reply without leaving your lead pipeline or client workspace. A full Messages inbox is available too.
Unread badges & browser tab alerts
Unread counts appear in the inbox and on the browser tab, including a red icon badge, so new messages remain visible while you use another tab.
Audio chimes with mute control
Hear a notification chime for incoming messages, on by default. Use the speaker toggle to mute it on your device; browser audio permissions apply.
Smart offline email alerts
An open signed-in tab, active or in the background, suppresses message emails. Offline recipients can receive privacy-conscious alerts without message content, subject to their email settings.
Agency-branded email & custom SMTP
Client-facing alerts use the agency sender name, brand accent and owner reply-to. Eligible agencies can configure custom SMTP, with platform delivery as fallback.