Overview
Every lead that comes in through Ageless can be contacted directly from the admin — no switching to a separate texting tool, no looking up a number, no logging into your email. Ageless Messages lets your team text, email, and call patients from one place, with the patient's full Ageless context visible the entire time.
Conversations are two-way. When a patient replies to a text or email, it comes back into the thread in Ageless so your team can pick it up without losing the thread.
Sending a Message
The compose area at the bottom of each conversation has three tabs — Text, Email, and Call. Switch between them depending on how you want to reach the patient.
Every channel has the same three tools available in the compose area:
Templates: Pull from saved message templates to get you started. Consistent, fast, and on-brand.
AI Suggest: An AI-generated message draft. Use it as-is or edit it before sending.
Schedule: Set a message to send at a specific date and time - useful for timing follow-ups outside business hours.
Calling a Patient
Selecting the Call tab lets you initiate a call directly from the patient's conversation. Before the call connects, you can add optional notes — useful for jotting down what you want to cover or any context you want to reference during the conversation.
Your practice number shows on their caller ID. When you call from Ageless, the patient sees your verified practice number — not a generic or unknown number. Patients are significantly more likely to answer. To set this up, verify your phone number in Settings → Locations.
Managing Conversations
Assigned To
Each conversation can be assigned to a specific staff member. Once assigned, that person owns the follow-up for that patient. If Assigned Contacts Only is enabled for a staff member, they'll only see the patients assigned to them — keeping their queue clean and focused.
Internal Notes
The Internal Notes section lets your team leave notes on a patient record that are never visible to the patient. Use these to document call summaries, flag anything unusual, or leave context for whoever picks up the conversation next.
Searching and Filtering Your Inbox
The left panel shows your full patient conversation list with their lead score, last message, and timestamp. Use the search bar to find a specific patient by name, phone number, or message content. The filter icon lets you narrow down by unread, awaiting my reply, or starred so you're always working the right leads first.
Follow up the same day. Patients who complete the Ageless experience are warm — they've already seen their results and raised their hand. Leads contacted within a few hours consistently outperform those that wait a day or more.
FAQs
Q: Do patient replies to texts come back into Ageless?
Yes. If a patient replies to a text sent from Ageless, their response appears directly in the conversation thread. Your team can pick up the conversation without switching to a separate tool.
Q: What number does the patient see when we call them?
Your verified practice number — the one set in Settings → Locations. If no number has been verified, calls will not go out with your practice number. See the phone verification setup guide for instructions.
Q: Can multiple staff members see the same conversation?
Yes, unless Assigned Contacts Only is enabled for a staff member — in which case they can only see patients assigned to them. By default, all staff with messaging access can view and respond to any conversation.
Q: Are internal notes visible to patients?
No. Internal notes are staff-only and never sent or shown to the patient. They exist purely for your team's context.
Support
Need help? Email support@ageless.ai