Coordinate a conversation in Messages

1. 1Open Messages, or choose Messages on a request.
2. 2Select an accepted or completed request conversation.
3. 3Review the prospect and pain point before writing.
4. 4Type in Write a message… and send your note.
5. 5Use Join meeting when a meeting link is available.

Explain what the prospect cares about, the schedule, and who to contact if plans change. Share relevant context rather than asking the customer to repeat a script.

Conversations appear after acceptance. If Messages is empty, check the request status before assuming the customer has a thread.

The customer sees the same conversation in a smartphone-style Messages tab. This is not a direct SMS chat with the prospect.