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Messages is a unified inbox for listing-agent conversations. The left side lists every conversation; the right side shows the selected thread with one tab per channel.
Key things to know
  • The Status filter is multi-select: combine Need Reply, Scheduled SMS, Recently Contacted, and Awaiting Follow Up.
  • Email replies keep the original subject, so your reply stays in the agent’s existing email thread - including when you insert a template.
  • AI assist buttons are built into the composer: Polish rewrites your current draft, and Summarize condenses a long SMS or email history.
  • Conversations from closed deals move to the Archived tab but stay readable.

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The inbox

1

Browse conversations

Switch between the Active and Archived tabs, each with a count. Archived conversations belong to closed deals; opening a deep link to an archived thread switches you to the Archived tab automatically. Use the search box to find a thread by contact or property.
2

Filter by status

Use Status to filter the list. You can select several statuses at once.
3

Triage from the list

Hover a conversation row for quick actions: mark a Need Reply thread as replied when no response is actually needed, or mark a thread as unread to revisit it later.
4

Open a thread

Select a conversation to see the channel tabs, the property context, and the full message history.

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Channel tabs

Compose with a Subject, add Cc/Bcc, and attach files. Replying to a previous email keeps its subject so the reply lands in the same external thread - this also works when you insert a template into a reply. Your signature can be included automatically, and a Summarize and Extract button creates an AI summary of the email history.

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Scheduled messages

Texts that are waiting for their send time appear in the thread with a Scheduled for label showing the exact time in your organization’s timezone. You can cancel a scheduled send from the message card before it goes out. Conversations with a pending text also show up under the Scheduled SMS status filter.

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Common questions

Start messaging a contact from a property card in the Deal Pipeline or Deal Hub, send a bulk message, or enroll a property in a sequence. The thread appears in Messages either way.
Channel tabs filter by channel. Use Full Convo to merge everything into one timeline.
Conversations follow their deal. When the deal closes, the thread moves to the Archived tab. It stays fully readable, and you can restore it if the deal reopens.
It clears the Need Reply status without sending anything - useful when the agent’s last message does not actually need an answer (for example “Thanks!”).
You are outside operating hours, so the text will be queued for the next open window instead of sending immediately. See Operating Hours.
You can cancel a scheduled send from its message card before the send time. To send at a different time, cancel it and schedule a new message.