Sagetap Messaging allows you to chat directly with a Sage once a connection has been made through a meeting proposal or acceptance.
You can use this feature to:
Confirm an agenda or meeting details
Share links or supporting information
Coordinate around scheduling
Follow up after a session with a thank-you or next steps
Note: Messaging is available even if the Sage has not shared their identity with you.
How It Works
Once a meeting is proposed or accepted, you can send or receive messages with the Sage. When you have a new message, a red dot will appear next to your Inbox in the navigation bar and beside the specific connection.
Click on the Sage to open the Activity Drawer:
Click on the Chat tab to read the message:
At the bottom of the drawer, you’ll see the chat interface:
Once you type and send your message, the chat will be open and ready.
Note: You can only send a single message until the other party responds. You can also start a chat by following the steps outlined above.
Best Practices
Sages join Sagetap to engage in productive and professional conversations. To maintain positive interactions, please follow these best practices:
Keep messages relevant, respectful, and professional.
Since the first message cannot be edited, include all key details in your initial note.
Use messaging to confirm meeting schedules, share follow-up materials, or thank the Sage after your session.
To maintain a positive experience, avoid sending multiple follow-ups. Sages can choose to block messaging if communication becomes too frequent.
Blocking
Any stakeholder with messaging access can block a Sage when needed.
Stakeholders can also unblock a Sage, and it does not have to be the same person who initiated the block.
When a chat is initiated, only one message can be sent until the other party responds.
Permissions
Admins and Members can initiate chats and send messages.
Guests have read-only access to chats.
Notifications
Each stakeholder in your workspace can set their personal email notification preferences.
There are two key settings:
Notify me of any new chat request
Sent immediately when a Sage sends a new chat request to your workspace.
Notify me of replies
A daily digest of unread replies will be sent every 24 hours to stakeholders who have participated in the conversation.
A reply is considered “read” once any member of the workspace has viewed it.
Formatting Tips
You can use Markdown to format your messages, including:
Bold or italic text
Bulleted lists
Blockquotes
Links
Note: 📎 Images and file uploads are not supported at this time.
We’d Love Your Feedback
This is a new feature! 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]