Messages is for internal staff communication only. It is not a way to contact clients.
Two ways to open Messages
Messages page
Select Messages in the main navigation for the full-size view — a conversation list on the left and the open conversation on the right.
Floating widget
A round chat button sits in the bottom-right corner of every other page. Click it to pop open a compact panel and keep chatting while you work. A badge on the button shows your total unread count.
Conversations
Your conversation list holds two kinds of conversation, grouped under Channels and Direct messages headings:Direct messages
A private, one-on-one conversation with a single colleague. Shown with the other person’s avatar and name.
Channels
A group conversation with multiple members. Shown with a # icon and the channel name. A channel can be public (other staff in your office can find and join it) or private (invite-only).
Finding a conversation
Use the Search box at the top of the conversation list to filter it by name. Type any part of a channel name or colleague’s name and the list narrows to the matches; clear the box to show everything again.Starting a new conversation
Click the + (New conversation) button at the top of the conversation list.- Direct message
- New channel
1
Open the New conversation dialog
Click +, then stay on the Direct message tab.
2
Pick a colleague
Search for and select a staff member. If you already have a direct message with that person, it opens instead of creating a duplicate.
Creating channels requires the appropriate permission. If you don’t see the option to create a channel, ask your administrator. See Roles & Permissions.
Sending messages
Type in the message box at the bottom of a conversation and press Enter to send. Use Shift + Enter to add a new line without sending. A message can be up to 4,000 characters.Mentioning a teammate
1
Type @ in the message box
Type @ followed by the start of a person’s name. A suggestion list appears with matching staff.
2
Pick the person
Select a name to insert their @Name into your message. You can mention more than one person.
3
Send
When you send, each mentioned teammate is notified. In the thread, every @Name that matches a real staff member is highlighted so mentions stand out.
Attaching an image
Click the image button, then choose a JPEG, PNG, WebP, or GIF file (up to 10 MB). It uploads and shows as a preview above the message box. Remove a pending attachment with its × before sending, and add more than one if you like. You can send an attachment with or without text.Adding a GIF
Click the GIF button to open the picker. It shows trending GIFs by default, or type to search. Click a GIF to add it to your message. GIF search is Powered by GIPHY.Tagging a client
Reference a client profile directly in a message so your teammates can jump straight to it.1
Open the client picker
Click the client button in the message box toolbar (the person icon).
2
Search for the client
Type at least two characters to search by name or BP ID. Select a client from the results.
3
Review your tags
Each tagged client appears as a chip above the message box. Remove one with its ×, or add more — up to 10 clients per message.
4
Send
When you send, the tagged clients appear as chips on the message. Anyone in the conversation can click a chip to open that client’s profile.
You can only tag clients that belong to your office. Owners and admins can tag any client in the organization.
Reacting to a message
React to any message with an emoji — a quick way to acknowledge or respond without typing.1
Open the reaction picker
Hover over a message and click the add reaction button (the smiley icon).
2
Pick an emoji
Choose from the quick set: 👍 ❤️ 😂 😮 😢 🙏 🎉 🔥 👀 ✅.
3
See who reacted
Reactions appear as chips beneath the message, each with a count. Hover a chip to see who reacted. Click a chip to add or remove your own reaction — yours is highlighted.
Reading and managing messages
Load earlier messages
Only the most recent messages load at first. Use Load earlier messages at the top of the thread to page back through history.
Seen receipts
In a direct message, your most recent message shows a Seen time once the other person has read it.
Copy a message
Hover over any message and click the copy icon to copy its text to your clipboard.
Delete your messages
Hover over a message you sent and click the trash icon. It is replaced with a “deleted a message” note. You can only delete your own messages.
Message grouping
Consecutive messages from the same person within a few minutes are grouped together under one header for a cleaner thread.
Day and unread markers
A day label (Today, Yesterday, or the date) separates messages sent on different days, and a New divider marks where the messages that arrived since you last opened the conversation begin.
Notification sounds
Messages can play a short sound when activity comes in. Open the settings from the gear icon at the top of the conversation list, or from Settings → My Profile → Chat Notifications — both control the same preferences.Notifications and unread counts
- The chat button and each conversation show unread badges so you can see at a glance where messages are waiting.
- When someone mentions you or messages you, a notification appears in your notification bell. Selecting it takes you straight to that conversation.
- New messages, sounds, and unread counts update live across the app — you don’t need to be on the Messages page to stay current.
Message times are shown in Eastern Time (America/New_York).