Message Center

Motion.io's Message Center enables you and your team to manage the chat messages clients send in their portal and the comments they leave on tasks across all your active projects in one centralized location.

This article will explain how the Message Center works and how you can use it to streamline communication and respond to clients more efficiently.

👋 Tip: Did you know you can send chat messages to multiple Motion.io projects simultaneously? Click here to learn more about the "Send chat message" bulk action.

How Motion.io's Message Center Works

In your Motion.io account, the "Messages" tab in the left sidebar will display a red notification informing you of new, unread chat messages and task comments across your Motion.io projects.

Clicking this notification badge (or the "Messages" link itself) will bring you to the "Inbox" tab of the Message Center, where you can view and respond to new chat messages and task comments.

📢 Note: In the Message Center, you and your team members only have access to task comments and chats in projects you are members of. Click here to learn more about adding team members to projects.

Managing Client Communications in the Message Center

When managing client communications in the Message Center, the options at the top of each task comment or chat message allow you to do the following:

Move to inbox: After responding to a chat message or comment, Motion.io will move it to the "Replied" tab by default. If, after replying, you'd like to move the chat message or comment back to the "Inbox" tab, click the icon shown in the screenshot below.

Toggle follow up flag: Clicking the "flag" icon on a chat message or task comment will keep it at the top of your inbox. This functionality is useful for messages that require additional action or follow-up, which you'd like to stay easily accessible for team members on the project.

Archive: For task comments or chats in the "Replied" tab, clicking the "Archive" option will move them to the corresponding "archived" tab. This archive option is helpful for messages that need no further follow-up and are unlikely to be referenced again in the immediate future.

Mark as replied: For task comments and chat messages in the "Inbox" tab, clicking the "Mark as replied" option will move them to the corresponding "Replied" tab. Marking messages as "Replied" is useful for times when clients respond thanking you or confirming they've done something, but no additional follow-up is needed.

Delete: Clicking the "trash" icon will remove the notification associated with the message or comment from the message center. However, it's important to note that if you delete a notification from the message center, you'll still be able to access it by going to the task or chat within that specific project.

Responding to Task Comments

After replying to a task comment in the Message Center and clicking "Post," your reply will be added to the comment thread on the task where the client initially posted it.

For additional context about the comment you are responding to, click the "plus icon" in the top right corner to display the file, form, or information attached to that task.

If you'd like to view the tasksdirectly within the project, clicking the arrow beside the task name will allow you to do so.

Responding to Task Comments Using AI

When responding to task comments, you'll see an additional to use Motion.io's AI to draft a response for you. Clicking the "wand" icon, you can use Motion.io's AI to instantly draft responses to client task comments.

When using this option, you still have full control to edit the message however you'd like before clicking the "Post" button to send your comment.

Responding to Chat Messages

Notifications in the message center about new chat messages will display the name of that project at the top of the notification. Clicking the arrow to the right of the project name of the chat message will bring you to the chat page for that specific project.

👋 Tip: Click here to learn more about the email notifications clients receive about chat messages and comments your team sends from Motion.io's message center.

Still need help? Contact Us Contact Us