Discovery Legal Marketing

Navigate and use the Messages inbox to manage all SMS conversations with your leads.

Using the Messages Inbox

Turn on two-way SMS in your client portal to send and receive replies from your leads.

Enabling Two-Way SMS

Add email recipients who get notified when a lead replies to your SMS.

Setting Up Notification Recipients

Send messages and replies to leads from the portal, including starting new conversations.

Sending and Replying to Messages

How SMS opt-outs are handled automatically when a lead texts STOP.

When a Lead Opts Out (STOP)

Turn off two-way SMS, including what happens to your billing on add-on plans.

Disabling Two-Way SMS

Quick fixes for the most common issues with the Messages portal.

Troubleshooting

Chris Ross

Everything you need to know about how to text your leads.

Two-Way SMS Messaging

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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