Messages
Messages is a single outbox for everything your organization has emailed to leads and customers (automated follow-ups, hand-written messages, agent and integration sends, booking confirmations and quotes) in one list, in one order.
Included on every plan.
What’s in the list
Section titled “What’s in the list”| Source | Examples |
|---|---|
| Follow-ups | Template sequences, manual sends, integration and API sends |
| Booking | Confirmations, reminders, reschedules, cancellations |
| Quotes | Quote emails sent to a customer |
| Tickets | Event entry tickets |
| Replies | What a lead wrote back to a tracked email |
Every row shows who it went to, who sent it, when, and its delivery state.
Who sees what
Section titled “Who sees what”- Employees see the messages they sent.
- Managers see their own plus their departments’.
- Admins see everything.
Opening a message applies the same permission as the lead it belongs to, if you cannot see the lead, you cannot read the message.
Reading a message
Section titled “Reading a message”The detail view shows the email as it was actually delivered: the wording, the branding, and the attachments that were on it at the time. Later edits to a template or an email style never rewrite history.
Composing a message
Section titled “Composing a message”The Compose tab sends a one-off email to a lead, with or without a template. It goes through exactly the same rules as an automated send:
- opt-out and unsubscribe are honoured
- the required sender identity and physical address footer are attached
- the frequency cap applies
- opens and clicks are tracked the same way
There is no side door. Every message your organization sends follows the same compliance path.
Replies
Section titled “Replies”A reply to a tracked email appears in the same list, marked Replied, next to the message it answers. Opening it shows what the lead wrote and who it was forwarded to. Replies stop any sequence that is running for that lead.
Cancelled sends
Section titled “Cancelled sends”A scheduled email that did not go out stays in the list with its reason: the lead replied, a meeting exists, the lead closed, follow-ups are paused, the address bounced, or somebody pressed Stop.
Retention
Section titled “Retention”Messages are kept for a fixed window and then pruned. The list and the detail view share the same window, so nothing appears in one and not the other.