Get paid, social messages and team inbox

What's new

• Request payment in a conversation. Tap Request payment, add items and send the payment link. Track payment, send a receipt or issue a full or partial refund.
• Reply to social messages in one inbox. Connect Instagram, Facebook Messenger and WhatsApp in Messaging channels to reply alongside SMS. Requires the Messaging channels add-on.
• Know who is handling a conversation. Use All, Mine and Unassigned in Messages. Take a conversation, pass it to a teammate or mark it Done. Replying assigns it to you when team assignment is on.
• Leave a note for your team. Add an internal note and mention a teammate. Clients cannot see it.
• Choose how AI helps with replies. Use Suggest to review a draft before sending, or Auto to let AI reply. Auto requires the AI Receptionist add-on.
• Track what you’re owed. Connect Stripe in the app, then use Invoice report to see unpaid, overdue, collected and refunded amounts.
• Find the right messages. Filter by phone number, channel or unread messages. Save an Instagram or Messenger sender as a contact.
• Control team access. In Phone access, owners choose who can see client messages, private conversations, calls and contact details.
• Ask for a review after payment. Set up automatic Google review invitations for clients who have paid.