Messages App

The Messages App lets you and your clients securely and seamlessly communicate.

Overview copy-icon

The Messages App makes client communication seamless, secure, and integrated. Clients can send messages in your portal or respond directly to messaging email notifications, leading to a seamless experience even if your clients are used to an email workflow.

App setup copy-icon

Welcome messagescopy-icon

Welcome messages are sent to clients the first time they log in. It’s important to customize your welcome message because they are a critical part of the onboarding experience for your clients.

The best welcome messages introduce your firm, and tell your clients how they should use the portal. You can customize your welcome message in on the Messaging App settings (App Setup > Messaging App > Edit)

Default messaging channelcopy-icon

If you have companies enabled you can select a default channel on the Settings > General page. The default channel works as follows:

Companies enabled

Companies disabled

If the default channel is company-level, when a new client with a company is created then a company-level messaging channel is created. If in the future, other clients associated with the same company are created, they will be added to the existing company messaging channel.

If the default channel is client-level, when a new client with a company is created then a client-level messaging channel is created. New clients, regardless of their associated company, always get their own messaging channel.

When a new client is created, a client-level messaging channel is always created.

Key workflowscopy-icon

There are 3 common workflows for internal users.

App view

To see a list of all conversations sorted by recency, navigate to the Messages App by clicking on Messages in your sidebar. Here you’ll see a messaging channel for every conversation you have access to. To see a particular conversation and send messages, select the messaging channel. Once you’ve selected a message channel, you will be able to read the message thread and send messages.

Client Details view

To dive into a particular client’s message channel, you can click on a client on the Clients page and then navigate to the Messages tab. This will only surface the messaging channel associated with that particular client.

Reply via email

If you receive an email notification for a message, you can reply via email and your response will automatically surface in the Messaging App.

Creating messaging channelscopy-icon

After you create a client, they will always get a new messaging channel or be assigned to an existing messaging channel which will be either client-level or company-level. In addition, there are group-level messaging channels. These are useful if you want to send messages to multiple clients associated with a company, but not everyone assigned to the company.

Creating a messaging channel

  1. Click on the + on the messaging channels sidebar.

  2. Select one or more clients, or select a company. Note that you cannot create a messaging channel that already exists.

Mass messagescopy-icon

If you want to send one message to all of your clients, you can create a mass message. Mass messages work similarly to BCC in email, clients will not be able to see responses from other clients. Note that currently mass messages only work for client-level messaging channels.

Sending a mass message

  1. Click on the + on the messaging channels sidebar.

  2. Select Mass Message.

  3. Enter your recipients and click Send.

Client experience copy-icon

There are 2 common workflows for clients.

Seeing and responding to email notificationscopy-icon

If clients receive a messaging email notification, they can reply via email and their response will automatically surface in the Messages App.

Portal notificationscopy-icon

Clients can see messages by clicking on Messages on the portal sidebar. In most cases, clients will only have one messaging channel, so they will not see a messaging channel sidebar.

Frequently Asked Questions

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Can I format text within the Messages App? copy-icon

We support limited markdown formatting for messages sent in Copilot - not all formatting available in markdown is available in Copilot, but we've listed supported formatting below. 

You can use this handy markdown cheat sheet here for reference.

Supported Markdown:

  • Bold
  • Italic
  • Strikethrough
  • Ordered (Numbered) List
  • Unordered (Bullet) List
  • Link
  • Code (In-Line)
  • Fenced Code Block