Growth & Communication | Workspace
Use messages and notifications
Keep customer conversations organized and act on system alerts without losing context.
Sign in to your company workspace to use the related controls.
What this section includes
- Open the correct conversation
- Choose a channel
- Write a clear action
- Review notifications
- Resolve failures
Start-to-finish instructions
Open the correct conversation
Search by customer, phone, email, job, or subject before starting a duplicate thread.
Choose a channel
Use the customer’s consent and preference when selecting email, SMS, or in-app communication.
Write a clear action
State what happened, what the recipient should do, and any deadline or appointment details.
Review notifications
Use status and filters to find unread, scheduled, sent, delivered, and failed events.
Resolve failures
Verify contact information and provider settings before retrying a failed communication.
Helpful tip: The Notification Center is also an audit trail; do not repeatedly resend before checking delivery status.
What success looks like
- The record is saved, the status is correct, and the next person can see what to do without asking for missing details.
Common problems
- If a button or page is unavailable, confirm your company, plan, role, and the status shown on the page before retrying.