Messaging & chat/Messaging basics
updated 2026-06-13
Messaging & chat

Messaging basics

Start conversations, send messages, reply to a specific message, and read the status icons — everything you need for day-to-day chat.

Basic  This is the everyday core of chat: opening a conversation, sending a message, and understanding what you’re looking at.

Conversations: direct and group

There are two kinds of conversation:

  • Direct — a one-to-one thread between you and a single client. Every client automatically has one; it’s the same thread you see on their profile.
  • Group — you plus several people, for a cohort, challenge, or your whole roster. Give it a name so everyone knows what it’s for.

Starting a new conversation

Open the chat area and use New conversation, then pick the people to include. One person makes a direct chat; several makes a group.

New Conversation
Select clients
JM Jordan Miles Search and select clients…
ARAisha Rahmanaisha.r@example.com
MBMarcus Bellmarcus@example.com
PSPriya Shahpriya.shah@example.com
Cancel Create
New conversation — pick one person for a direct chat, several for a group.

The conversation list & unread badges

Your conversations live in a list on the left, most-recent activity first. A conversation with unread messages shows a green count badge with the number of unread messages (it caps at 99+). Open the conversation and the badge clears.

JM Jordan M. Thanks coach! See you Thu 12:04 3
Unread count badge — clears when you open the conversation.

Sending a message

Type in the composer at the bottom and press Enter to send. Need a new line or a paragraph? Use Shift + Enter — your line breaks and paragraphs are preserved exactly as you type them.

Tip: Messages support rich formatting (bold, links, @mentions and more). That’s its own guide — see Formatting & mentions.

Replying to a specific message

To answer one particular message in a busy thread, reply to it. Your message is then attached to a quoted preview of the original, so everyone can see what you’re responding to. Tap or click the quoted preview to jump back to the original message.

Reply to Jordan Miles Can you resend Week 3? I didn't get the file 🙏
Just re-sent it — check your inbox 👍
12:06
A reply carries a quoted preview of the message it answers — tap it to jump to the original.

Reading the status icons

Your own messages (the green bubbles on the right) carry a small status icon so you know how far a message got:

Icon Meaning
✓  single check Sent — delivered to Protocol
✓✓ grey double check Delivered to the recipient’s device
✓✓ green double check Read — they’ve opened it
!  red Failed to send — tap to retry

In a group, “read” reflects when everyone who needs to has seen it.

Typing indicators

When the other person is composing, you’ll see a small animated “typing…” line in the thread — and they see the same when you type. It’s live in both directions, on web and mobile, and disappears on its own when they stop.


Next: make your messages clearer with Formatting & mentions →