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    Sending Email and SMS Messages

    Send a manual text or email to a contact and view their reply.

    For: All Users
    Time: 3 minutes

    Instructions

    1

    Open a Conversation

    Go to Conversations and select a contact, or search for a contact and click into their message thread.
    2

    Choose the Channel

    At the bottom of the middle column, you will see tabs for "SMS" and "Email" (and possibly Facebook/Instagram if connected). Click the channel you want to use.

    [SCREENSHOT NEEDED: SMS and Email tabs above the typing area]

    3

    Type and Send

    Type your message in the box. If sending an email, add a Subject line. Click "Send".
    4

    Attach Files (Optional)

    Use the paperclip icon to attach an image or document to your email or text message.

    [SCREENSHOT NEEDED: Attachment icon highlighted]

    What Success Looks Like

    • The message appears in the thread as sent.

    Troubleshooting

    If The SMS tab is missing or disabled:

    The contact does not have a phone number on file, or your account does not have a phone number configured yet.

    Last updated: 10/1/2026