Sagetap Messaging makes it easy to chat directly with vendors or other Sages once a connection has been made through a meeting proposal or acceptance.
You can use this feature to:
Confirm meeting details or agendas
Share relevant links or resources
Follow up after sessions with notes, next steps, or a quick thank you
Note: Messaging keeps you connected and in control of your privacy. You can start or continue conversations before or after a meeting, without revealing your identity.
How It Works
Once you’ve connected with a vendor or Sage by proposing or accepting a meeting, messaging becomes available for that connection.
When you have a new message, you’ll see a red dot next to your Inbox in the left navigation bar, as well as beside that specific connection.
To initiate or respond to a message, navigate to the Inbox and click on the meeting to open the activity drawer. Click to the Chat tab, and you’ll be able to start messaging:
Note: Only one message can be sent until the other party send a responds. After that, there is no limit on messages that can be sent.
Messaging Guidelines & Best Practices
Sagetap is designed for productive conversations. To keep communication professional and effective, follow these best practices:
Keep it professional: Communicate respectfully and clearly.
Be timely: Respond to messages in a timely manner so that any questions or concerns can be addressed ahead of calls, and the other party's time and efforts are respected.
Be concise: Since the first message cannot be edited, we recommend including all key information in your initial note.
Blocking Messages
Both Sages and vendors can block each other at any time. To do this, simply click "Block" at the very bottom of the Chat tab.
Notifications
You can manage your messaging notifications in your settings. Notifications related to messaging are as follows:
Notify me of new chat requests
Notify me of replies (includes a daily digest of unread messages)
Formatting Tips
You can use basic Markdown in your messages to format text, such as:
Bold or italic
Bulleted lists
Blockquotes
Links
Note: 📎 File uploads and images are not supported at this time.
We’d Love Your Feedback
If you have any feedback or feature requests, please reach out using the Help button in the lower-right corner of your screen or contact us at [email protected]