Overview
Send iMessage, SMS, or email to leads or arbitrary recipients. Messages can be sent immediately or scheduled for later delivery.Quick Send
Send one-off messages without creating leads
Send to Leads
Campaign messages and bulk outreach
Quick Send
Perfect for testing, one-off messages, or contacting people not in your system.No lead required - Send directly to any phone or email address
How to Quick Send
1
Open Quick Send
Navigate to Leads → Import and click Quick Send button
2
Enter Recipient
Type recipient address:
- Phone: Include country code (e.g., +12025551234)
- Email: Full email address
3
Check Availability
System automatically checks iMessage availability:
- 🔵 Blue icon - iMessage available
- ⚪ Gray icon - Will send as SMS/email
4
Compose Message
Type your message in the text area
5
Choose Timing
Select delivery time:
- Send Now - Immediate delivery
- Send Later - Schedule for specific date/time
6
Send
Click Send Now or Schedule Message
Limitations
Send to Leads
The recommended method for campaigns, follow-ups, and organized outreach.Single Lead Message
Send to one lead at a time:- Navigate to Leads page
- Find and select a lead (checkbox)
- Click Send Message in toolbar
- Compose and configure message
- Click Send
Bulk Messaging
Send to multiple leads simultaneously:1
Select Leads
Check multiple leads in the table
2
Open Message Composer
Click Send Message (bulk action)
3
Compose Message
Type your message (same for all recipients)
4
Choose Message Type
System automatically selects optimal type:
- iMessage - If available
- SMS - Fallback for unavailable iMessage
- Email - Email delivery
5
Set Timing
Choose immediate or scheduled delivery
6
Send Batch
Click Send - progress indicator shows completion
Batch Processing: Messages are sent sequentially with individual delivery status per lead.
Message Types
Choose the right message type for your communication:iMessage
Blue bubbleApple iMessage deliveryRequires: iMessage enabled
SMS
Green bubbleStandard text messageRequires: Any mobile number
Email deliveryEmail client deliveryRequires: Valid email address
Scheduling Messages
Send messages at the perfect time, even when you’re not available.Schedule for Later
1
Select 'Send Later'
Choose the scheduling option when composing
2
Pick Date
Use calendar picker to select date
3
Pick Time
Use time picker for specific hour/minute
4
Validation
System validates:
- Must be future date/time
- Cannot be in the past
5
Queue Message
Message saved with Scheduled status
How Scheduled Messages Work
Processing: Scheduled messages are processed by a cron job that runs every minute.
Managing Scheduled Messages
View and manage your scheduled messages:- Navigate to Messages page
- Filter by status: Scheduled
- Can cancel messages before send time
- Edit or reschedule as needed
Message Tracking
Every message includes comprehensive tracking data:Message Properties
string
Current message state:
Sent- Successfully deliveredScheduled- Queued for future sendFailed- Delivery failedCancelled- Manually cancelled
datetime
When message was sent or scheduled
object
Lead reference or direct address
string
Which line sent the message
string
iMessage, SMS, or Email
string
For bulk sends - links related messages
View Message History
Access complete message logs:- Navigate to Messages page
- Use filters:
- Status
- Date range
- Message type
- Recipient
- Search by content or recipient name
- Export for analysis
API Reference
Send messages programmatically via REST API.Send Message Endpoint
Request Parameters
string
required
Message text content
string
required
One of:
imessage, sms, or emailstring
required
ID of the line to send from
string
Phone number (required if no recipientEmail)
string
Email address (required if no recipientPhone)
string
Display name for recipient
datetime
ISO 8601 timestamp for scheduled delivery
string
Associated lead ID (optional)
string
Batch identifier for bulk operations
Error Codes
Complete API Docs
View detailed API documentation with more examples
Best Practices
✅ Do’s
Check Availability First
Check Availability First
Always verify iMessage availability before bulk sending to maximize delivery rates
Use Scheduling Wisely
Use Scheduling Wisely
Schedule messages for optimal times based on your audience’s timezone and habits
Personalize Messages
Personalize Messages
Use lead data to personalize messages and increase engagement
Test First
Test First
Use Quick Send to test messages before launching full campaigns
Monitor Delivery
Monitor Delivery
Regularly check delivery status and adjust strategy based on results
❌ Don’ts
Troubleshooting
Message Failed to Send
Message Failed to Send
Common causes:
- Recipient address is invalid
- Line is not active or misconfigured
- Server connection issue
Scheduled Message Didn't Send
Scheduled Message Didn't Send
Common causes:
- Line became inactive
- Server was down at scheduled time
- Message was cancelled