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How to Reply to a Conversation from the UI

This guide shows you how to send a reply to a conversation directly from the Raytio UI. You do not need to open the chat app — Raytio delivers the message automatically.

Prerequisites​

  • You have the Interaction user role or higher.
  • The conversation is open (not closed).

Steps​

1. Open the conversation​

Navigate to CRM → Conversations and open the conversation you want to reply to. See View Conversations and Message History if you need help finding it.

2. Create a new message​

In the conversation detail view, click Create Message (or the reply button).

A message form opens. Fill in:

  • Body — the text of your reply

Optionally, you can attach a document by selecting one from the conversation's existing documents or from your accessible files in Raytio.

3. Submit​

Click Save (or Send). The message is recorded immediately in the conversation history with a Pending delivery status.

Raytio delivers the message to the connected chat thread automatically. Once delivered, the status updates to Sent. You do not need to take any further action.

tip

You can verify delivery by refreshing the conversation and checking that the message status has changed from Pending to Sent.

note

Delivery typically completes within seconds. If a message stays in Pending for more than a minute, the channel endpoint may be experiencing an issue. Contact your administrator.