Text and email clients from the Inbox

The Inbox holds one conversation per client, with their texts, emails, calls and activity in one thread. New texts show up on their own while the app is open.

Find a conversation

1. Tap Inbox.
2. Tap All, Unread or Leads to filter the list.
3. To search, tap the magnifying glass and type in Search SMS.
4. Tap a conversation to open it. Tap Load more at the bottom to see older ones.

Reply to a client

1. Open the conversation.
2. Under the text box, pick Text, Email or Note.
3. Write your message and tap send.

What each one does: - Text goes to the client's mobile number from your Quoti number. Without one, it opens your phone's Messages app. - Email adds a Subject field and goes to the client's email address. - Note is for your team only. Notes never go to the client.

Under each text you sent, you see its status, such as Sending…, Sent or Delivered. If it says Not delivered · tap to retry, tap it to try again.

Add a quote or invoice link

1. In the conversation, tap Link.
2. Under QUOTES or UNPAID INVOICES, tap Insert next to the one you want.

The client gets a link they can open, in their language.

Start a new conversation

1. In Inbox, tap + at the top.
2. In New Message, search for a client by name or number and tap them.
3. For a number that isn't a client yet, type the full phone number and tap Send to with that number.

Use Quoti Ai's draft

When a client texts, the conversation shows "Quoti Ai is writing a reply…". Then a Quoti Ai draft bar appears: - Tap Use it to put the draft in your text box. Change it if you want, then send. - Tap Not now to dismiss it.

More in a conversation

• At the top you see the client's quotes, jobs and any amount due. Tap the phone icon to call them from your phone, or the mic to tell Quoti Ai what happened on a call.
• Tap All, Messages, Activity or Notes to filter the thread.
• If texts are waiting to go out automatically, tap scheduled at the top. The Scheduled list shows reminders and Quoti Ai follow-ups. You can Edit or Cancel a Quoti Ai follow-up.
• A text from an unknown number shows Link, so you can attach it to an existing client and keep one thread.

Tips

• If a client replied STOP, the conversation warns you and texts to them are blocked.
• If a client has no mobile number or email on file, the conversation tells you before you send.

Related articles

• Get your Quoti texting number
• Send and receive photos by text
• See a client's history, notes and messages
• Merge duplicate clients