Communication
Every client record has a Communication tab — one place that brings together everything you've sent, received, or scheduled with that person, across every channel Agent Manager supports.
Open a client, then click Communication on the client details page. Inside, a row of sub-tabs splits the history by channel:
| Sub-tab | What it holds |
|---|---|
| Email thread with the client, synced from your connected Microsoft 365 or Google Workspace mailbox | |
| SMS | Text message thread, sent and received via your organisation's SMS number |
| A floating WhatsApp conversation panel — opens over the current page rather than navigating away | |
| Case / File Notes | Internal notes attached to this client, not visible to the client |
| Call History | Log of phone calls with this client (via your connected 3CX extension) |
| Bookings | Appointments the client has made through a synced Microsoft Bookings link |
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This tab lives inside a client's record — there is no separate "Communication" item in the main sidebar. To reach it, open the client first.