Daily Work - Getting Better

Sending Messages

Type in the box at the bottom of the task and send it as a text or an email. The customer's reply lands in the same conversation: the messages and calls in the middle of the screen.

Quick Answer - 30 Seconds

Text: type your message → Send text. Email: arrow next to Send text → Email → type → Send email.

Your message shows up in the conversation right away, under your name.

Type the message, click Send text, and it appears in the conversation

Send a text

  1. Click in Type your message… at the bottom of the task.
  2. Type your message.
  3. Click Send text.

The text goes to the customer's mobile number on the record. Your message appears on the right of the conversation with your name and the time.

Send text is a button, not the Enter key. Enter just starts a new line, so you can't send half a message by accident.

Send an email

  1. Click the arrow on the right of Send text. A small menu opens: Answer on…
  2. Pick Email · [address]. The button now says Send email.
  3. Type your message.
  4. Click Send email.
Answer on menu above the Send text button, listing Text with the mobile number and Email with the address
Answer on… lists the number and the address the message will go to

To go back to texting, open the same menu and pick Text.

Switch to Email, write the message, Send email

Good messages

Confirm a visit (text):

Hi Renata, your AC repair is booked for Thursday between 9 and 11 AM. Reply here if that doesn't work.

Offer times (text):

Hi Renata, we can come Thursday 9-11 AM or Friday 1-3 PM. Which works better?

After a missed call (text):

Hi Renata, this is [your name] from [company]. I just tried to call about your AC. When is a good time to reach you?

Keep texts to one or two sentences. Use email when there are several times, a price or steps to keep.

"No channel available to send reply"

Message box showing No channel available to send reply next to a grey Call button
No mobile number and no email on the record: nothing to send to

The customer has no mobile number and no email address on the record. Sending is off, and Call is grey too when there's no phone number at all.

  1. Save a number or an email in the right column, under On the record (or the phone action in Next actions). See Contacts and Addresses.
  2. The box switches on by itself for that channel.

Add note still works in the meantime.

When a send fails

  • "Channel not found. Please add a contact first": the number or address is missing. Add it, then send again.
  • "The task must be assigned to you and in progress": the task isn't yours right now. Open it again from your email or your list.

For anything else, write to support@onepath.ai with the customer's name and what you tried.

Quick Tips

  • ✅ Use their name and one clear ask - "Which works better?"
  • ✅ Put dates and times in writing after a call.
  • ✅ Check the address in Answer on… before you send an email.
  • ❌ Don't send internal remarks - use Add note for those.
  • ❌ Don't send the same text twice - it already shows in the conversation.
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Phone Calls
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Adding Notes