Communication Hub

Send emails, SMS, and WhatsApp messages to clients and team members from one place.

Overview

The Communication Hub has four tabs:

• Inbox -- incoming messages
• Compose -- send new messages
• Templates -- reusable message templates
• Analytics -- open and delivery rates

Sending a Message

1. Go to Operations > Communication.
2. Open the Compose tab.
3. Select the channel: Email, SMS, or WhatsApp.
4. Choose the recipient or enter their contact details.
5. Type your message (or select a template).
6. Click Send.

Using Templates

1. Open the Templates tab.
2. Click New Template.
3. Write the template content with any placeholder variables.
4. Click Save.
5. When composing a message, select the template to auto-fill the body.

Viewing Analytics

1. Open the Analytics tab.
2. Review open rates, delivery rates, and response metrics.
3. Filter by channel or date range to spot trends.