Reply & Manage Conversations
Once a conversation exists, whether a member started it or you did, it behaves like an email inbox: you can reply, search, flag important threads, and archive ones you’re done with.
Reply to a conversation
Section titled “Reply to a conversation”- Go to Messages and open the Inbox tab (this is the default view).
- Select the conversation from the list.
- Write your reply in the box at the bottom of the thread.
- Optionally, set a date and time to send the reply later instead of right away.
- Click Send (or Schedule, if you set a send time).
If an SMS conversation’s number is now clearly associated with a different profile, Kanri can block the reply until that association is resolved. This is not a guarantee that every changed or reassigned phone number is detected. Confirm the number with the family before retrying.
Search and filter your Inbox
Section titled “Search and filter your Inbox”Use Search messages to find text in a message’s subject or content. It is not a profile-name, email-address, or phone-number lookup unless that detail occurs in the message itself. To find a particular person, open their profile’s Messages tab. Combine message searches with the filters:
- Unread — only conversations marked unread
- Flagged — only conversations you’ve flagged (see below)
- Archived — only conversations you’ve archived, hidden from the main list by default
Read/unread, flag, and archive changes apply to the shared conversation, not a private inbox for each staff member. Coordinate unread reminders with your team.
Mark a conversation read or unread
Section titled “Mark a conversation read or unread”Open a conversation to mark it read automatically, or use the read/unread toggle on a conversation to flip its status without opening it, useful for marking something unread as a reminder to follow up later.
Flag a conversation
Section titled “Flag a conversation”Flag a conversation to make it easy to find again, for example something that needs a follow-up call. Click the flag icon on the conversation, then use the Flagged filter to see everything you’ve flagged in one place. Unflag it the same way once you’re done.
Archive a conversation
Section titled “Archive a conversation”Archive a conversation once it’s resolved to keep your main Inbox list focused on what’s still active. Archived conversations aren’t deleted. Use the Archived filter to find them again, and unarchive one if it needs attention again.