Text Integration

post by Garrett_Leonard on Jan 8

It would be very nice to add in text integration for updates with clients. If it could work similar to the email notifications where a user can respond directly to it and it add to the messages that would be super beneficial.

Additionally with this, if there was some sort of tag on messages that came from an email reply versus in the assembly portal that would be helpful. I’d really like to track how my clients are using the messages (within assembly portal vs replying to emails).

post by Veronique_Cadet on Jan 8

Hi @Garrett_Leonard Thank you for your requests and feedback. I completely understand the importance of allowing clients to reply to messages via text, as well as having visibility into whether clients are responding through email or the portal.

I’ve shared both requests with our product team. Thanks so much for the feedback, and feel free to reach out anytime! :grinning_face:

post by Veronique_Cadet on Jan 8

Also, @Garrett_Leonard Also, I wanted to mention that you can set up an automation using Zapier or Make to send messages to your clients’ phones and route their replies back into the Messages app. This does require using an external texting tool, but it can be a helpful workaround you can implement in the meantime to achieve this! :grinning_face:

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