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1. Find or start the conversation
Open Messages. Use Search conversations and the All or Unread view. The + control is labeled Start a new conversation.
If you are looking for an existing exchange, check All before starting another thread. The empty example offers Start a conversation and Or start a new one.
2. Check the recipients
Choose Start a new conversation. Search people, or narrow the choices with All, Customers or UncleKam team. Select the intended recipient, then use Start chat when available.
The example below shows test customers with no recipient selected, so Start chat is disabled. If your search finds nobody, clear it and check the appropriate group. Do not choose an unrelated person simply to continue.
3. Write and review your message
In the conversation, use Write a message. The composer also includes Attach an image, an emoji control and Send message. Check the recipient and any attachment before sending; remove unrelated personal or client information from screenshots.
Use Send message when the message is ready, then check the actual conversation for the result. If the result is unclear, inspect the thread before sending the same text again.
4. Make the first message specific
Hi Maya, thanks for reaching out about bookkeeping. Which months would you like brought up to date, and what records do you already have? Once I understand that, we can arrange a short call to agree on the next step. — Jordan
This acknowledges the requested work, asks a relevant question and offers a next step. Replace the fictional names and service with the facts from your own lead; avoid promising an outcome before reviewing the work.
5. Follow up with context
Hi Maya, following up on my question about the months you’d like help with. If bookkeeping is still a priority, send the date range and we can choose a time to talk. If your plans have changed, just let me know. — Jordan
Keep the follow-up in the relevant conversation. Refer to the unanswered question and make it easy for the client to respond. Avoid inventing urgency or repeating the same message across multiple channels.
Common questions
Why is Start chat disabled?
Select at least one available recipient. In the pictured Customers view, none of the available test contacts has been selected.
What should my first message include?
Acknowledge the requested service, ask one relevant question, and offer a clear next step. The fictional message in this guide shows that structure.
Does writing a draft send it?
No. Review the recipient and content, use Send message when ready, and check the actual conversation for the result.
What if I am unsure whether my message sent?
Inspect the conversation and any displayed result before sending a duplicate. Do not infer receipt merely from text appearing in the composer.
Learn more
Review a lead before first contact
Build a useful known-and-unknown brief before your first conversation.
Read guide
Prepare and review a client appointment
Review each booking step, including title and attendee validation, time and timezone.
Read guide
Draft with Ask UNK AI and review before sharing
Write a focused prompt, review the answer and check the selected turns before sharing.
Read guide