Every customer's profile has a Messages tab listing all conversations your business has had with them: announcements, triggers and one-to-one messages.
Where to find it
Go to Customers.
Click a customer to open Viewing Customer.
Click the Messages tab (between Plans and Complimentary Credits).
What it shows
Column | What it means |
Title | The announcement title, the trigger title, or "Conversation" for a one-to-one message |
Last Message | The most recent message in the conversation |
Status | On You (the customer wrote last) or On Customer (you wrote last) |
Last Sent | When the last message was sent |
Shows up to the 100 most recent conversations, newest activity first.
Includes open, closed and archived conversations. The tab doesn't mark which are closed or archived.
If there are none, you'll see "Conversations with this customer will appear here".
Use it to check whether a customer received an announcement or a trigger, for example confirming they got the Welcome message before their reservation.
Opening a conversation
Click a row, then click View in Messages. This opens the Messages tab, where you can search the customer's name to open the conversation.
You can't reply, close or start a new message from the profile tab. Do that from Messages.