Internal notes vs client messages
Each client's Messages tab has two compose modes:
- Email — sends to the client. Threaded with their replies via the inbound address. Reaches their inbox.
- Internal note — agency-only. Stays in the thread for context but never goes to the client. Supports @-mentions for teammates.
Toggle at the top of the composer. The thread shows both types interleaved with subtle visual differences so everyone on the agency side knows what the client can vs can't see.
How clients send messages back to the agency
Two paths, both work today:
- Reply to an email Phloz sent.When you send a client message from inside the app, the email goes from the agency's configured Resend domain (your
phloz.com-verified address by default). The reply-to header points at the client's unique inbound address (client-[id]@inbound.phloz.com). When the client hits Reply in their email client, Phloz catches the message via Resend's inbound webhook and adds it to the same thread. - Reply through the client portal.If you've toggled
portal_access = onon their contact, the client gets a magic link valid for 7 days that opens a read-only portal with a Reply box on each message. Their reply lands in the same thread, attributed to the contact.
Both routes show up identically on your side: the client's message appears in the thread with direction: inbound. Notification fires per the recipient's preferences.
You can copy the inbound address from the client header and share it directly — clients can email it any time, no portal link required.
@-mentions
Type @ in any task comment or internal-note composer to summon an autocomplete of workspace members. Pick one and the mention chip lands in your text.
The mentioned-me inbox at /[workspace]/mentionsshows every place you've been tagged across tasks + messages. The sidebar badge counts new mentions since you last visited that page.
Inbox keyboard nav
On /[workspace]/messages:
- j / k — step through threads.
- Enter — open the focused thread.
- ? — open the keyboard-shortcuts cheat sheet from anywhere.
Reply drafts auto-save
Long replies persist to localStorageon every keystroke (per workspace, per client, per compose-mode). Closing the tab won't lose the draft. Sending or hitting Clear wipes it.