From the left sidebar, click on the Phone Hub module. On the main dashboard, press the dark blue Text Messages button to open your inbox.

Select any active chat from the list and use the traditional tools located on the right-hand side Conversation control panel:

• Note: Add internal team notes, comments, or private reminders regarding this specific client.

• Open contact: Jump directly into the customer’s full profile to inspect registration details and history logs.

• Edit: Modify baseline contact parameters or update user information.

• Copy: Instantly duplicate essential conversation text or details to your clipboard.

• Pin: Stick the selected chat thread to the top of your inbox for priority tracking.

• Archive: Move the conversation out of your primary inbox view to keep your active workspace clean.