Client Messaging & Outreach

The Clients tab in the chat panel shows one conversation per client — their emails and texts merged into a single thread, newest activity first.

• Smart views: All, Unread, Needs reply, and Mine.
• Reply by email or text from the same composer.
• Jump to the client's full pipeline card in one tap.
• Inbound replies appear live, and unread badges keep count.

Owners and managers see every conversation; sales and service staff see their own clients.

From any lead card — or the inbox — the composer gives you:

• Draft with AI — a ready-to-edit draft in one click, with tone options (shorter, friendlier, more professional). The AI only drafts; *you* send.
• Scripts — reusable messages you write once (with tokens like the client's first name) and drop in anywhere.
• Dictate: tap the microphone next to the schedule button and speak, and your words land in the message box for you to read and fix before you send (it listens in your browser's language; Chrome, Edge and Safari; Firefox has no microphone).
• Schedule for later — in an hour, tomorrow at 9, or a date you pick.
• Test send to me, a live preview, attachments on email, a texting character counter, and a short undo window after every send.

This is the heart of it, and it is on every package. Every day, OfficeHubb proposes the follow-ups worth sending and lines them up in a queue for your review. Approve, edit, snooze, or reject each one; nothing goes out without you.

Proposals come from your Messaging Plan:

• New leads (Solo and The Full Package) — a first-touch message drafted within minutes of a website or form lead arriving. You can opt in to send it automatically — speed-to-lead without lifting a finger.
• After the sale: a one-click thank-you text and Google review ask, offered right when you mark a card Sold. Nothing is sent later on its own.
• Win-back — a patient nurture cadence for archived leads, timed around renewal cycles.
• Stage triggers — a message when a card enters a stage you choose.

On Solo and The Full Package, the AI also reads the state of your book each night and suggests follow-ups of its own — each one tagged, explained, and waiting for your call. You can tune your assistant: name it, pick its voice, teach it to sound like you from your own sent emails, and set how eager it should be.

Auto-approval is strictly opt-in, per person. Out of the box, everything waits for a human.

Email works the moment you sign up. Texting takes one short setup: register your business (legal name, EIN, a few details) right in OfficeHubb, and after carrier approval — typically a few business days — your agency gets its own dedicated texting number. That's the industry-required A2P registration, and doing it properly is why your texts actually get delivered.

Every send — manual or automated — passes the same protections:

• Opt-outs honored permanently: STOP texts and email unsubscribes are automatic and final.
• Texting requires recorded consent, collected in your intake flows.
• Quiet hours: nothing sends outside 8am–8pm in your agency's timezone. No exceptions.
• Duplicate suppression, pacing between messages, and an automatic pause on contacts who never reply.
• Sensible sending limits that grow as your agency verifies its business.
• Every email carries your branded signature and a working unsubscribe link, and replies go to the agent's real inbox.

If a message is blocked, OfficeHubb tells you exactly why, in plain language.

Reports show outbound volume, delivery, opens, clicks, and replies — plus the number that matters: sales and premium attributed to your outreach, with a per-agent leaderboard and a breakdown by scenario.