Platform · Module 03 of 15
Messages
Every text, email, and call note with a customer in one thread per person, so anyone on the crew can pick up any conversation cold.
Messages
One thread per customer. Agent and human messages in the same stream.
- Yes, Thursday morning works for the estimate.
- Thanks, let me talk it over tonight.
- The crew just left, roof looks great.
- Can you send the shingle options again?
Sarah M. · Reroof, Oakdale
Sample thread. Your crew can step into any thread at any point; the agent hands off the moment you do.
The system look: this is the Messages module as it runs inside a company workspace, shown with a fictional roofing company and sample data.
How It Operates
How Messages works on a real job
- 1
One thread per customer
Texts, emails, and call summaries collect on the customer record. The conversation is the file, not scattered across phones.
- 2
Agent and crew in the same stream
Your AI agent's messages and your people's messages read as one conversation, each labeled, so a hand-off never loses context.
- 3
Replies land in minutes
When a customer answers a follow-up, the thread updates and the lead's next step changes with it. Fast replies are what the follow-up engine is built on.
- 4
Take over any time
Open a thread and type, and the agent steps back on that conversation. Your rules decide when it steps back in.
What setup takes
You provide your business number (or we provision one in your workspace) and who on the crew should see which inboxes. We connect the channels, set the hand-off rules, and test every channel with real messages before launch.
Watch
The Messages explainer
Explainer filming in production
The video walkthrough for this module, a NotebookLM explainer wrapped in the Kraken intro and outro, lands in this slot as soon as it clears production.
Listen
The Messages podcast
Podcast in production
The audio overview for this module, generated from the same production brief as the explainer, lands in this slot as soon as it clears production.