Skip to main content

Message Actions

Long-press on any message to reveal message-specific actions that help you manage follow-ups and capture important information.

Message Actions

Copy Text​

Copy the message content to your clipboard for use elsewhere.

Create Task​

Create a follow-up task directly from the message:

  • Task is linked to this contact
  • Message content can be included as context
  • Set due date and assignee

Use this when a message requires action that should be tracked.

Create Lead​

Convert the conversation into a lead:

  • Lead is linked to the contact
  • Conversation context is preserved
  • Set lead type and status

Use this when a guest shows interest in booking or additional services.

Add Note​

Add an internal note related to this message:

  • Note is attached to the contact's timeline
  • Visible to team members only
  • Good for adding context or reminders

Use this to capture important details like guest preferences or special requests.

Copy a direct link to this point in the timeline. Useful for:

  • Sharing specific messages with team members
  • Reference in other systems
  • Documentation purposes

Email-Specific Features​

Email Thread

Email messages have additional options:

Show More​

Expand to see the full email content if it's truncated.

View Full Email​

Open the complete email in a full-screen view with:

  • Complete formatting
  • All attachments
  • Full headers