Sending Your First Message

Overview

Once your phone number is approved, you can start texting clients directly from Voley. Messages are sent as SMS (text) or MMS (with attachments), and clients can reply directly to the conversation.

All conversations are stored in Voley and can be logged to your AMS if you have an integration set up.

Sending Messages

Starting a New Conversation

To send a message to a client:

1. Click the compose button (pencil icon) in the top left of the messaging view
2. Search for a contact by name or phone number, or enter a new phone number
3. Type your message in the text box at the bottom
4. Press Enter or click the send button

Replying to Existing Conversations

Your conversation list shows all active client conversations. Click any conversation to open it, type your reply, and send. The most recent conversations appear at the top.

Sending to Multiple Contacts (Bulk Messaging)

Need to send the same message to multiple clients? Voley makes it easy to reach groups of clients at once. Each recipient receives the message as their own individual conversation — it's not a group chat, so replies come back privately.

How to Send a Bulk Message

1. Go to your Contacts page
2. Use filters or tags to narrow down to the clients you want to reach
3. Click Select All (or manually select specific contacts)
4. Click the Send Message button in the bulk actions bar
5. Write your message and send

Ideas for Bulk Messaging

Most agencies haven't had an easy way to text clients in bulk before. Here are some ways to use this feature:

• Holiday greetings: Send a quick "Happy Holidays from [Your Agency]!" to all clients
• Renewal reminders: Filter by clients with upcoming renewals and send a friendly heads-up
• Weather alerts: Tag clients in affected areas and send storm prep reminders or claims info
• Policy updates: Notify specific client groups about carrier changes or new coverage options
• Office announcements: Let clients know about holiday hours, new team members, or office moves
• Thank you messages: Reach out to new clients or those who referred someone

Receiving Messages

When a client replies to your message, their response appears in the conversation in real-time. You'll also receive:

• In-app notifications: A badge appears on the notification bell showing unread messages
• Browser notifications: If you've granted permission, you'll see a desktop notification when new messages arrive (even when Voley is in a background tab)
• Unread indicators: Conversations with unread messages are highlighted in your conversation list

Sending Attachments

You can attach photos and files to your messages. Click the attachment icon (paperclip) in the message input area to add files.

• Max file size: 10MB per attachment
• Supported formats: Images (JPG, PNG, GIF), PDFs, and common document types

Understanding Credits

Voley uses a credit system for outgoing messages:

Your Monthly Credits

The Core plan includes 1,000 credits per month with the base price. Each additional user on your account adds another 200 credits per month.

Going Over Your Limit

You're never cut off from messaging. If you use all your monthly credits, additional messages are charged at 3¢ per credit. These overage charges are added to your next invoice.

What Uses Credits

• Outgoing messages: Messages you send to clients
• Incoming messages: Client replies to your messages

What Doesn't Use Credits

• Team chat: Internal messages between your team members
• Internal notes: Notes added to conversations