Messaging

Senavida Messaging provides secure, real-time communication with your clients and other providers.

Accessing messages

1. Click Messages in the sidebar under Daily Operations
2. Conversations are listed on the left, sorted by most recent activity
3. Click a conversation to open the chat window

Conversation types

Badge	Type
No badge	Client conversation
Provider (blue)	Provider-to-provider conversation
CRM Lead (purple)	Conversation linked to a CRM lead

Starting a conversation

With a client

1. Click New at the top of the conversation list
2. Select a connected client
3. If a conversation already exists, it opens; otherwise a new one is created

With a CRM lead

1. Open the lead’s detail sheet in the CRM
2. Click the Message Lead button
3. A conversation is created and linked to the lead
4. Messages are auto-logged as activity in the lead’s timeline

Sending messages

1. Type your message in the input field
2. Press Enter to send (or Shift + Enter for a new line)
3. Your messages appear on the right; received messages on the left

Voice messages

1. Click the microphone icon
2. Record your message — a timer shows the duration
3. Click Stop, then preview with the audio player
4. Click Send to deliver or Cancel to discard

Voice messages are automatically transcribed to text.

Read receipts

• Single checkmark — message sent
• Double checkmark — message read by the recipient

CRM integration

Conversations linked to CRM leads:

• Display a purple CRM Lead badge in the conversation list
• Auto-log each message as activity (first 80 characters) in the lead’s activity feed
• Keep a complete record of all touchpoints without manual logging

Real-time updates

• Messages appear instantly without refreshing
• Conversation list reorders as new messages arrive
• Unread counts update automatically
• Read receipts reflect immediately