Docs

Messages (SMS)

Customer text conversations live under Messages. The list shows phones and resolved contact names; open a row to reply or let the agent respond.

Messages list and thread
Messages list and thread

Messages uses a darker conversation chrome; contact names appear when your users / contacts data matches the phone.

Open Messages

  1. Click Messages in the top navigation (shown when SMS is enabled for your org / legacy channels).
  2. Browse the left conversation list.
  3. Click a conversation to open the thread and composer.

Conversation list

Start a new text

  1. Enter a Phone number in the new-message field.
  2. Send with Direct Text / Text (label depends on build).
  3. The thread appears in the list for follow-up.

AI on / off

Control Meaning
AI on / AI off Whether the agent may auto-respond on that conversation
start AI response Allow the agent to draft / send per policy
stop AI response Pause AI so a human owns the thread

Escalated threads may show a warning indicator so a teammate can take over.

Composer and media

Best practices

  1. Turn AI off (or stop AI response) while you are actively chatting as a human.
  2. Keep contact phones in a consistent format in your customer store so names resolve.
  3. After changing agent policy or KB, spot-check a few SMS scenarios in Sandbox first.