01
Find the right conversation
- 1Open Messages. Conversations appear after a request is accepted and remain available for completed requests.
- 2Use Search to find a prospect, business, or conversation.
- 3Open a thread to see the context and message history.
9:41
MK
Morgan · Acme
Jamie Chen · Reference conversation
Today 9:41 AM
Thanks for helping, Alex! Jamie would love to hear about your onboarding experience.
Happy to help. Tomorrow at 10 works for me.
Perfect. Here’s the meeting link.
Join virtual meeting ↗
Sent · 9:43 AM
Message
RequestsMessagesEarningsBusinesses
A familiar conversation
Meeting context and preparation notes in a texting-style thread.
Illustrative wireframe · Fictional details
02
Send a message
- 1Type in the Message field.
- 2Choose the send arrow. Keep notes relevant and avoid sensitive information.
- 3If a send fails, choose Not sent · Retry. If the thread cannot load, choose Try again.
- 4Use Join meeting if a link is available; use Back to conversations to return to the inbox.
Keep in mind
These are Proofly conversations with the business, not an SMS conversation with the prospect. A sent message does not imply it has been read.