As a partner, you can message any client in the organizations you're assigned to — answer questions, share updates, or check in. The partner Messages inbox works just like the client one: a two-panel view with your conversations on the left and the active thread on the right.
💡 Tip — Who can use this For advisory partners. Find it under Messages in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | Read and reply to client conversations |
Step 1 — Message your clients
Click Messages in the sidebar. Your conversation list shows the clients you've been assigned to, with the last message preview and unread indicators.
Click any conversation to open it, or click New Message and pick a client from your assigned organizations to start a new thread. Type your reply in the composer (with bold, italics, and link formatting) and press Enter to send.
📝 Note — Clients are always notified of your replies When you reply to a client, they receive both an in-app notification and an email, so your responses are promptly seen. Replies from clients to you are batched into emails to avoid flooding your inbox.
💡 Tip — Pulse AI is client-side only Unlike clients, partners can't message Pulse AI directly. Pulse AI threads exist only on the client side. If you need AI assistance with advisory text, use the AI Compose / AI Enhance buttons in your review workspace or advisory log.