Send and Manage Messages on Mobile

Use Messages to find customer Conversations, start an SMS thread, send text or images, and manage your own read state.

Access Messages

Select Messages in the bottom bar. Your role needs permission to view Conversations. Sending controls appear only when your role can also send Conversations.

The list is ordered by latest activity. Use:

• All for every available Conversation
• Unread for Conversations you have not marked read
• Drafts for Conversations with an unsent draft in this browser tab
• Search to find a Conversation

The unread indicator belongs to your user. Viewing a thread by itself does not mark it read.

Start a Conversation

1. Open Messages and select the compose action.
2. Search by Contact name or phone number. With no search, Crewvana shows recent active Contacts.
3. Select a Contact and, when asked, choose the phone number to use.
4. Select Continue.

Crewvana reuses the SMS thread for that phone number when one exists. If the person is not yet a Contact, enter a valid U.S. number or an international number beginning with +; Crewvana creates the Contact and thread. A Contact without a usable phone prompts you to enter one.

Send a Message

1. Open a Conversation.
2. Enter your text in Message.
3. Optionally attach a supported image up to 5 MB.
4. Select send and wait for the new event or delivery state to appear.

Text-only and image-only Messages are supported. If sending fails, Crewvana keeps your draft and selected image so you can correct the problem and retry. Image upload errors can be expanded for connection and file details.

Unsent text is saved per user and Conversation for the current browser tab. It is cleared only after a successful send.

Read and refresh a Conversation

• Select the Contact name or avatar to open the Contact when your role permits it.
• Open the ellipsis menu to mark the Conversation read or unread for yourself, or to copy the primary phone number.
• Pull down from the top of the Message list to refresh the list.
• At the newest-message end of an open thread, pull upward to refresh the thread.
• Use the back arrow to return to the preserved list, search, and scroll position.

Replying successfully marks the Conversation read for you. It does not change a coworker's read state.

Crewvana displays text, images, email events, phone-call outcomes, voicemail audio and transcripts, forms, DND events, and Automation events in the same timeline. Select an image to open it full screen; use your device's normal press-and-hold action to save or share when supported.

Offline and weak-connection behavior

Recent unsearched lists and previously opened threads may load from saved data and are labeled when stale or disconnected. Search requires a connection.

Crewvana does not queue outbound Messages while offline. If you press send without a connection, the Message remains a draft and is not reported as sent. Reconnect, refresh, and send again.

If updates appear delayed, Crewvana reconnects automatically when possible and also performs periodic recovery checks. You can refresh manually without clearing visible Messages.

Troubleshooting

• No send controls: your role can view but not send Conversations.
• Contact cannot be selected: choose a Contact phone when prompted or enter a valid phone number.
• Image rejected before sending: choose an image no larger than 5 MB.
• Message not sent: confirm you are online, keep the draft, and retry after the error clears.
• Notifications do not open a thread: open Settings, confirm Notifications are on for this device, then check the site's permission in device settings.

For Contact actions, see Find and Work With Contacts on Mobile.