The Conversations screen
Chat, SMS and email with one person side by side, how the three channels differ, and how to attach images to a text.
Conversations is the messaging hub. Open a contact and you get their in-app chat, their text thread and their email history as three tabs on the one person.
Finding a conversation
The list on the left has a search box (Search messages…) and three filter pills: All, Unread and Clients. Archived sits at the bottom of the list.
On desktop the list and the thread sit side by side. On mobile the thread takes the whole screen with a back arrow.
Starting a new one
Click the + button. You get up to three options:
- New chat
- New SMS — only when your company has an active SMS number
- New email
Then pick a recipient — a client, a lead, or a raw number or email address.
The three channels
Chat
In-app messaging between Marketli accounts. It carries the full toolbar — voice and video call, archive, notification preferences, export to PDF, members and threads.
If the person has not joined Marketli you will see Chat isn't available and a nudge to use SMS or email instead.
SMS
Sends from your company's Twilio number. See Company phone and SMS to set that up.
The composer has a message box, an image attach button, the saved-template picker, a live character and segment counter, and a Send button. Press Cmd/Ctrl + Enter to send.
Message bubbles show delivery state. Missed calls and voicemails appear inline in the thread as centred rows labelled Missed call and Voicemail, and a voicemail has a Play message button that streams the recording from your own Twilio account.
If your company has more than one number, a From pill appears. The default is chosen in this order: the line the contact last texted in on, then your own assigned line, then the main line. You can override it per thread.
Shows what you have sent, with a Compose button. It sends via your connected inbox.
Email replies do not come back into Marketli. They arrive in your normal mailbox, which is the point — the client sees a message from your real address and replies to it like any other email.
Attaching images to a text
You can add images to an SMS three ways: the Attach an image button, pasting an image into the composer, or dragging one onto the thread.
The rules:
- JPG, PNG and GIF only.
- Up to 10 images in one message.
- 5 MB total across all the attachments — not 5 MB each.
The same thread, elsewhere
The SMS thread also opens as a side sheet from a client's profile and from the Leads tab, so you do not have to navigate to Conversations to send a quick text.
Still stuck? Email help@marketli.app.