Mel makes client communication seamless by giving you dedicated, trackable phone numbers for both calls and text messages. Every message you send or receive is automatically logged and organized in the client’s profile, with AI support to capture preferences, action items, and next steps.
Why Text Messaging with Mel Matters
One Number for All Communication: Calls and texts use the same Mel-assigned phone number.
Automatic Logging: Every message is stored in the client’s profile for easy reference.
AI-Powered Insights: Texts contribute to summaries, preference tracking, and action items.
Professional Presence: Clients see consistent communication from a dedicated number.
How Mel Uses Texts
Logging: Stores all text threads within the client profile.
Summaries: Adds relevant details from texts to Mel’s AI call and client summaries.
Preference Tracking: Updates client requirements (price, location, features) when mentioned in texts.
Action Items: Creates follow-up tasks from messages, such as scheduling showings or sending documents
Starting a New Conversation
There are two ways to access the chat interface:
Option 1:
Tap on the chat icon in the bottom navigation bar
Select the 'Text Messages' tab at the top
Click '+ New Message'
Select a contact from your list, or search for a specific person
Type your message in the text field at the bottom of the screen
Tap the send button (arrow icon) to send your message
The client receives it from your Mel-assigned number.
The message thread is automatically saved in the client’s Activity and Notes.
Option 2:
Open the client’s profile in Radius Office.
Tap the Message (chat bubble) icon.
Select 'Text via Radius Number' from the pop up menu
Type your message and send.
The client receives it from your Mel-assigned number.
The message thread is automatically saved in the client’s Activity and Notes.
Receiving Messages
You’ll receive a notification when a client replies to your Mel number.
Incoming messages are matched to the client’s profile automatically.
Conversations appear chronologically in the client’s history.
Best Practices for Text Messaging
Be Clear: Include property details like addresses, prices, or times directly in messages.
Consistency: Encourage clients to always text through their assigned number.
Quick Touch points: Use texts for confirmations, reminders, or short updates.
Review Before Calls: Check message history to refresh context before speaking with a client.
Follow-Up: Convert key text details into tasks to ensure nothing is missed.
Privacy & Security
All text communication is secure and tied to your Mel account.
Clients interact with you directly — Mel operates in the background.
Messages are stored only for documentation and AI support purposes.
