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Communication Center

How to use Messages in Customer Flow

Direct and group messages with colleagues in your company, delivered live with read receipts, files and reactions.

Where to find it: Left menu → Communication Center → Messages

Document management and extraction in Customer Flow
Watch the video on the Documents on the file page — A still from the Documents on the file video. Play it on the Documents on the file watch page, then follow the steps below in your workspace.

Every step

  1. Step 1

    Open the screen

    Left menu → Communication Center → Messages. If the name is missing, your role does not include it — ask an admin in Users & Roles.

  2. Step 2

    Do the work

    Press New to message a colleague or start a group. Type and press Enter to send; Shift + Enter adds a line. Drop or paste files into the message box.

  3. Step 3

    Check it saved

    Your message appears at once. When the other person opens the chat, it shows Seen under your last message.

Questions people ask

Do I need to log in to use Messages?

Yes. Messages is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.

I cannot see Messages in the menu. Why?

The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.

Can company admins read my messages?

No. A conversation is visible only to its members, and message text is kept out of the audit trail.

Related

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