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 prior to calls - whether an application or invite has been accepted - as well as after a call has been completed.
How It Works
Once a meeting is proposed or accepted by either the vendor or Sage, 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 meeting to open up the Event and Chat details, then click on on the Chat tab to review the Sage's message and send a reply.
Note: You can only send a single message until the Sage responds. Sages are also able to start a conversation.
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 message 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.
If you have any feedback or feature requests, please reach out using the Intercom button in the lower-right corner of your screen, or contact us at [email protected].