To help advisors/agents stay current on high-impact client engagement opportunities, the Engagement Check-In section on the homepage displays a count of unread Relate text messages.
If an advisor/agent clicks Unread Messages, they are taken to the Relate Conversations page, where they’ll find unread text messages awaiting their review. The Unread Messages tile only appears for Relate + Social users and does not include Social Direct Messages.
*The homepage and homepage features are only visible to users with a Social license, and are not available to Relate-only users.