Send the message.
Bring the work with it.
Send your client the intake they need to finish, the file they need to review, or the invoice they need to pay, right inside the conversation. Your team can follow the discussion and open the work behind it.
More than a file attachment.
Reference tasks, milestones, services, invoices, and assigned flows. “Can you finish this?” can point to the actual next step.
A thread for the details.
Reply to a specific message when a decision needs a longer discussion. Keep the main conversation readable while the details stay within reach.
Explain it in your own voice.
Record a voice message when tone or a quick explanation will help. Send files alongside your written messages, too.
Save the replies you use often.
Keep reusable replies for welcome messages, common questions, and next steps. Start with the saved wording, then make it specific to your client.
Talk with your team
Add an internal note for your agency team. Internal notes stay private; client messages are a separate action.
Send the next step.
The actual work, linked inside the conversation.
One message. A focused thread.
Keep the detailed discussion beside the original request.
Say it in your own voice.
A quick explanation for your client.
Your usual reply. Made personal.
Start with the wording your agency already uses.
Welcome, Acme & Co.! Your brand discovery flow is ready. Complete it before our kickoff on Tuesday.
A private conversation with your team.
Client management
Can I send an onboarding flow in a message?+
Yes. Reference a flow assigned to that client so they can open it from your message. You can also link tasks, files, invoices, services, and milestones.
Can clients see internal notes?+
No. Internal notes are for your agency team. Use a client message when you want to share something with the client.
Can my AI assistant help with messages?+
Yes. Through MCP, a connected assistant can read conversations, prepare updates, and send messages using the workspace access you give it.
