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Communicate with Clients and Teams Using Mel Chat

Updated this week

Mel Chat is your central communication hub for connecting with clients, team members, and other Radius agents—all while leveraging AI assistance to work smarter and faster. From instant messaging to AI-powered property insights, Mel Chat keeps your conversations organized and efficient.

Key Benefits

  • Unified Communication: Message clients, team members, and agents all from one place

  • AI-Powered Assistance: Get instant help with property searches, CMAs, compliance questions, and more

  • Intelligent Organization: Conversations automatically organized by client and property thread

  • Multi-Language Support: Mel automatically adapts to client language preferences

  • Real-Time Collaboration: Jump into client conversations or let Mel handle routine inquiries

  • Group Messaging: Create group chats with multiple team members

  • Document Analysis: Upload documents and photos for Mel to interpret and analyze

  • Always Available: Communicate 24/7 with clients through the Client App integration

Accessing Mel Chat

To open Mel Chat:

  1. Navigate to the Messenger icon in your left sidebar (the third icon)

  2. Click "New Chat" to start a new conversation

  3. Select who you want to message: clients, team members, or other Radius agents

Starting Client Conversations

Prerequisites for Messaging Clients

Before you can message a client through Mel Chat:

  • The client must have accepted their Client App invitation

  • The client must have set up their account and downloaded the app

Understanding Client Status Labels

When viewing your Client List, you'll see helpful status indicators:

  • "Invite Sent" (with date): The client has been invited but hasn't set up their account yet

  • "Consumer App Installed": The client has successfully downloaded and set up the app

How to Start a Client Conversation

  1. Click "New Chat"

  2. View your Client List

  3. Select the client you want to message

  4. Click the purple "Start a Conversation" button

Pro Tip: Only clients who have installed the Consumer App will be able to receive and respond to your messages.

Messaging Team Members and Agents

Start a One-on-One Conversation

Message individual team members the same way you message clients:

  1. Click "New Chat"

  2. Select the team member's name

  3. Click "Start a Conversation"

Create a Group Chat

Need to communicate with multiple team members at once?

  1. Click "New Group"

  2. Select all team members you want to include

  3. Click "Create a Group"

  4. Start your group conversation

Message Other Radius Agents

Connect with agents across the entire Radius network:

  1. Click "New Chat"

  2. Navigate to the Agents tab

  3. Select the agent's name

  4. Start your conversation

Organizing Your Conversations

Mel Chat intelligently organizes all your conversations for easy access.

Conversation Filters

Use the filter options to quickly find what you need:

  • All: View every conversation in one place (default view)

  • Unread: See only messages that need your attention

  • Clients: Filter for all client conversations

  • Team: View internal team chats only

  • Agents: See conversations with other Radius agents

Pro Tip: Use the Unread filter at the start of each day to ensure you don't miss any important messages.

Chat with Mel: Your AI Assistant

One of Mel Chat's most powerful features is direct access to your AI assistant, Mel.

How to Access Chat with Mel

  1. Click "Chat with Mel" in your messenger

  2. Type your question or request

  3. Mel responds immediately with helpful information

What Mel Can Help You With

Mel is trained to assist with a wide range of real estate tasks:

Property & Market Intelligence:

  • Property searches and insights

  • Comparative Market Analysis (CMA) generation

  • Listings and market data

  • Property valuations

Client Management:

  • Client information lookups

  • Communication suggestions

  • Follow-up reminders

  • Client preference tracking

Transaction Support:

  • Offer preparation and analysis

  • Transaction coordination

  • Document interpretation

  • Compliance guidance

Schedule & Calendar:

  • Appointment scheduling

  • Showing coordination

  • Reminder management

  • Calendar integration

Mortgage & Financial:

  • Mortgage calculation assistance

  • Pre-approval guidance

  • Financial analysis support

  • Loan product information

Legal & Compliance:

  • Contract questions

  • Disclosure requirements

  • Fair housing guidance

  • State and local regulation information

Using Mel's Advanced Features

Upload and Analyze Documents

Click the paperclip icon to:

  • Search for properties

  • Upload documents for Mel to interpret

  • Analyze property photos

  • Share files with context

Example uses:

  • Upload a contract for Mel to summarize key terms

  • Share property photos for Mel to identify features or issues

  • Attach inspection reports for quick analysis

Mel's Organization System

Client-Based Thread Organization

Mel automatically organizes conversations for maximum clarity:

Left Sidebar Structure:

  • Conversations are grouped by client

  • Each client has multiple threads

  • Each thread focuses on a specific property

Benefits:

  • Never lose track of property-specific discussions

  • Easily reference past conversations about a particular listing

  • Keep buyer searches separate and organized

  • Maintain clear communication history

Monitoring Client-Mel Conversations

See what your clients are discussing with Mel:

  1. Click into a client in your left sidebar

  2. View all conversation threads for that client

  3. Read messages between the client and Mel

  4. Jump into any conversation to add your personal input

What you'll see:

  • Questions clients ask Mel through the Client App

  • Property recommendations Mel shares

  • CMAs Mel generates for clients

  • Showing schedules and coordination

Multi-Language Support

Mel automatically adapts to client preferences:

  • Language Detection: Mel recognizes the client's preferred language

  • Automatic Translation: Responses are delivered in the client's language

  • Seamless Communication: No manual translation needed

Example: If a client messages in Spanish, Mel automatically responds in Spanish and continues the conversation in that language.

Auto-Generated Content

Mel proactively creates helpful content for your clients:

  • CMA Presentations: Automatically generated market analysis reports

  • Property Summaries: Detailed breakdowns of listing features

  • Neighborhood Insights: Local market trends and data

  • Comparative Data: Side-by-side property comparisons

Taking Control: Turning Off Mel

Sometimes you want to handle a conversation personally without AI assistance.

How to Disable Mel for a Conversation

  1. Open the conversation you want to manage yourself

  2. Locate the Mel toggle switch

  3. Toggle Mel off

  4. Take over the conversation directly

When to turn Mel off:

  • Sensitive or complex negotiations

  • Personal relationship building

  • Situations requiring your specific expertise

  • Client requests for direct agent communication

When to keep Mel on:

  • Routine property searches

  • After-hours client inquiries

  • Basic information requests

  • Schedule coordination

Pro Tip: You can toggle Mel on and off at any time during a conversation. She'll seamlessly resume where she left off when re-enabled.

Best Practices

Maximize Client Engagement

  • Encourage clients to download the Client App for instant communication

  • Check Unread messages daily to stay responsive

  • Review client-Mel conversations regularly to understand client needs

  • Jump into conversations to add personal touches at key moments

Leverage Mel Effectively

  • Use Chat with Mel for quick answers instead of searching manually

  • Upload documents to Mel for faster interpretation

  • Let Mel handle routine inquiries while you focus on high-value activities

  • Ask Mel to generate CMAs and property reports to save time

Stay Organized

  • Use conversation filters to prioritize your day

  • Review property-specific threads before client meetings

  • Keep group chats focused on specific topics or projects

  • Archive or mute conversations that are no longer active

Maintain Professionalism

  • Review Mel's responses before letting conversations run fully automated

  • Add personal messages to balance AI-generated content

  • Turn off Mel for sensitive or nuanced discussions

  • Always follow up on important client decisions personally

Frequently Asked Questions

Q: Can I message a client who hasn't downloaded the app yet?
A: No, clients must accept their Client App invitation and complete setup before you can message them through Mel Chat.

Q: Will clients know they're talking to AI?
A: Yes, Mel identifies herself as your AI assistant and maintains transparency in all client communications.

Q: Can I edit or delete messages I've sent?
A: Contact support for information about message editing and deletion capabilities.

Q: How do I know if a client has read my message?
A: Check your conversation for read receipts and delivery status indicators.

Q: Can Mel access my calendar to schedule appointments?
A: Yes, when your calendar is connected, Mel can view availability and coordinate scheduling with clients.

Q: What happens to conversations when I toggle Mel off?
A: The conversation continues with you responding directly. Mel resumes when you toggle her back on.

Q: Can other team members see my client conversations?
A: Team leaders may have visibility into team conversations. Check with your broker about conversation privacy policies.

Q: Does Mel work in languages other than English and Spanish?
A: Mel currently supports multiple languages. Contact support for the full list of supported languages.

Q: Can I use Mel Chat on mobile?
A: Yes! Mel Chat is available on both web and mobile versions of Radius.

Q: How quickly does Mel respond to client inquiries?
A: Mel typically responds within seconds to client questions through the Client App.

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