Welcome to the second course of the client communication guide! Here, we dive into all the basics of communicating with your clients via in-app secure messages. You will discover how to exchange documents in chats and make easy-to-follow checklists for your clients.

In this video, we gathered all the information from this step:

In this course, we will cover:

• Using in-app secure chats
• Exchanging documents in chats
• Adding checklists for your clients in chats
• Speed up message creation with chat templates