The Messenger is where you text your contacts and see every text, call and voicemail with them in one place.
Before you start
You need access to the Messenger for at least one location. If you see "No brand available", ask an admin or owner to add you to a team.
To send texts you need a YetiText or YetiSales seat. Without one you can still read conversations and leave internal notes.
Steps
In the left menu, under Messaging, click Messenger.
The screen has three parts:
Left: your conversation list. It has the Conversations heading, a New button, a search box and three tabs.
Middle: the open conversation. Texts, calls and voicemails show in order, newest at the bottom. The box to write a reply is at the bottom.
Right: the contact panel. It shows who you are texting, which of your numbers you are texting from, and who the conversation is assigned to.
Pick a tab at the top of the list:
Mine: open conversations assigned to you.
All: every open conversation you can reach. This includes ones that are not assigned yet and ones assigned to teammates.
Resolved: conversations someone marked as done.
Click any conversation in the list to open it.
What happens next
When you first open the Messenger, it opens a conversation for you. This is the one you last had open in this browser tab, or the first one in the list.
Opening a conversation marks it as read.
Unread conversations show in bold. The Mine and All tabs show a number when something is unread. The Messenger item in the left menu shows a count too.
If you have texts waiting to go out later, a Scheduled Messages bar shows just under the tabs, with a count and Manage.
What you see depends on the brand and location picked at the top right of the screen. Pick All locations to see every location in the brand at once.
On a small screen, the contact panel on the right is hidden. On a very small screen the bar at the top of the conversation (with Call and Resolve) is hidden too. Make the window wider to see them.
Common questions
Why don't I see a conversation my teammate is working on?
Check the All tab. Mine only shows conversations assigned to you. Also check that you have the right brand and location picked at the top right.
Why is the Resolved tab missing an unread count?
Resolved is not a to-do list, so it never shows an unread count. If the contact texts back, the conversation moves back to open on its own.
I used the older YetiConnect. Where are the New, Team and Closed tabs?
They are now All (open conversations, including ones nobody has claimed yet) and Resolved (finished conversations). Mine works the same. [CHECK: confirm this mapping, and add the matching FixYourFunnel tab names for Keap customers.]
Can I call from the Messenger?
Yes. Click Call at the top of an open conversation. The button changes to Call?. Click it again within a few seconds to place the call. The button only shows when the conversation has a contact with a phone number.
Related articles
Who can see and use the Messenger
Switch between brands and locations