Communication

Client messages, email, and SMS

Keep portal conversations and connected channels organized.

1. Open Tools → Client portal messages to read client posts and reply inside the portal.
2. Use Messages for the available communications features and delivery history.
3. Connect email through the supported OAuth integration when your plan permits it.
4. Confirm consent before sending SMS or a campaign. Review delivery state and failures instead of assuming that queued means delivered.

Still need help? Open Support in your workspace and include the task, page, and any reference code shown.