Chat

Reply to clients

2 min read
On this page

Open a chat, type your message and press Enter. The client gets your reply in the messenger they wrote from.

Reply or note

Above the message field, choose the message type.

  • Reply: the client sees the message.

  • Note: only your team sees it. Use notes for internal comments, for example "prefers nude shades".

Choose Reply or Note above the message field

Attach files

  • Click the paper clip icon, drag files into the chat, or paste them.

  • Files can be sent only in Reply mode.

Use templates

Templates save time on answers you send often, such as the price list or your address.

  1. Type / in the message field, or click the / icon.

  2. Choose a template and press Enter.

  3. Edit the text if needed and send it.

Template list opened with the / key

The account owner creates templates in Settings → Templates.

More ways to send

Click the arrow next to Send to choose:

  • Send later: schedule the message. A chat can have one scheduled message at a time.

  • Send and snooze: send the reply and move the chat to Snoozed.

  • Send and close: send the reply and close the chat.

  • Voice message: record a voice message.

Send menu: Send later, Send and snooze, Send and close, Voice message

Message statuses

  • One grey tick: the message was sent.

  • Two blue ticks: the client read it.

  • A red exclamation mark: the message was not sent. See Why a message was not sent.

Useful shortcuts

  • Ctrl+E (⌘+E on Mac): new chat.

  • Ctrl+F (⌘+F): search chats.

  • Ctrl+Shift+D (⌘+Shift+D): close or reopen the chat.

  • /: insert a template.

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