Using client chats

Using Ruuster 1.0? Read the 1.0 version of this article.

Inside a client chat you can do more than type: attach files with the paperclip, copy, edit, or delete a message from its three-dot menu, react with an emoji, and open any property your client shares to see its full details. Open a conversation from the Chat page to get started.

Inside a client chat you can do more than type: attach files with the paperclip, copy, edit, or delete a message from its three-dot menu, react with an emoji, and open any property your client shares to see its full details. Open a conversation from the Chat page to get started.

Steps

Send a message

  1. Select Chat in the sidebar and click your client's conversation in the table.
  2. Click the message field at the bottom of the chat and type your message.
  3. Press Enter. Your message appears in the conversation right away.

Attach a file

  1. Click the paperclip icon next to the message field.
  2. Choose the file you want to send. You can attach images and text files for your clients.

Copy, edit, or delete a message

  1. Hover over one of your messages and click the three dots that appear.
  2. Choose Copy to reuse the text, Edit to change what you wrote (save when you are done), or Delete to remove the message from the conversation entirely.

React with an emoji

  1. Click a client's message and select the smile icon.
  2. Pick an emoji from the menu. Your reaction appears on the message.

Open a property your client shared

  1. When a client sends a property link, click it. The property's full details open so you can see exactly what they are looking at.
  2. Use the back arrow to return to the conversation.

Good to know

  • Copying only works with regular text messages. You cannot copy an entire house listing.
  • Editing and deleting apply to messages you sent, not your client's.
  • Looking for a message from weeks ago? The magnifying glass at the top of the chat searches the whole conversation by keyword. See "Chat with your clients" for the details.

FAQ

Does my client know when I edit or delete a message?

The conversation simply shows the updated version, or no longer shows the deleted message. There is no separate alert about the change.

Can I attach any kind of file?

Images and text files are supported. If your client needs a document in another format, send it by email and let them know in chat.

How does my client get my messages?

Messages reach them in their Ruuster app, much like a direct message, so your business conversation stays separate from their personal texting. See "Notification types" for the channels that notify them.

Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!

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