Messaging

Use the Message Center inbox and settings

Chat with customers who use the portal from Inbox, and set texting hours, the SMS master switch, the review link, and opt-outs from Settings.

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Owner/AdminMessaging & Automations4 minutesUpdated Oct 18, 2026Current instructions
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What you’ll do

Message Center has Inbox, Calls, Broadcasts, Automated Messages, and Settings. Inbox is two-way portal chat. Calls brings Quo callers needing follow-up into a separate working list.

Quo phone calls

Inbox

  1. 1

    Pick a customer

    The left column lists customers; search by name. Unread threads are highlighted.

  2. 2

    Reply

    Type and send. The customer sees it in their portal and gets a New message notification by email or text if they opted in. You get a New message alert (Settings → Notifications) when they reply.

  3. 3

    Keep context

    Open the customer’s quotes, invoices, or agreement in another tab before answering money questions; the thread stays on the customer record.

Inbox screenshot

Settings

  1. 1

    Text messages (SMS)

    The master switch for every text. Texting window (from, until, time zone) holds automated texts outside those hours. Opt-out footer adds Reply STOP to every text. Customer broadcasts allows bulk texts from the Broadcasts tab.

  2. 2

    Google review link

    Paste your g.page review link; the Review request channel uses it.

  3. 3

    Email sender (read-only)

    Emails send as your business name via Zentive; replies go to the owner email. Change the business name under Settings → Company Profile.

  4. 4

    Opt-outs

    Contacts who replied STOP or unsubscribed are listed and skipped automatically. Bounced or complained addresses are blocked platform-wide.

Messaging settings

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