Reply to users
Replies are sent from the full transcript. Open it from a person's timeline. Read a conversation transcript covers that page.
Send a text
- Click the box at the bottom. It is labeled Message, then their first name.
- Write the text. Press Enter to send. Shift Enter starts a new line.
- To attach a photo or file, use the paperclip, or paste the file into the box.
The message goes out from your company number and shows up in the transcript.
Reply to one message
Hover a message and choose Reply. The box quotes that message, and the text you send is tied to it.
On an email thread, that control is Reply by email.
While you are the one answering
Pause AI replies is on when you open the box. Leave it on when you want the next text to come to you.
- The assistant stays quiet after your message.
- Their reply shows up in this transcript for you to answer.
- You get a text when they reply.
Choose Resume AI under the box to hand the thread back. Uncheck Pause AI replies before you send if the assistant should keep going after your message.
If they are already in a conversation with the assistant, the box says so. Wait until that wraps up so your text does not land in the middle of it.
To text someone automatically when a report is saved, set up a notification.