How do I use the Messages feature to have separate discussions with invited firms within a request in PERSUIT?

Every request includes the Messages feature to communicate with other involved parties.

Why PERSUIT's Messages feature instead of email or another messaging tool?

• Context: conversations happen alongside the request and proposals, allowing you to easily reference key details.
• Visibility: a log of communication, for easy future reference for anyone with access to the request. This makes handovers more effective and efficient.
• Security: only users with access to the request will see the message content; no risk of information leaks in another system.

Navigating the Messages feature

On the home dashboard, use the red messages icon and badging to see where you have unread messages .

Within a request, there is also the Messages button at the top.

When the Messages button is clicked, the Messages panel appears on the right hand side.

This includes a search bar, as well as a list of all invited firms.

Individual channels below the search bar are organized into Recent or No Activity groups. These are organized based on the latest message date (if any).

Internal and External channel types

The Internal Channel is private, for you and your colleagues who have access to the request only. The firms you have invited to the request will not see any messages exchanged in this channel.

An External Channel exists for each invited firm. Use this for questions about the request or proposal. This external channel is private between your organization and the specific firm - no other firms have access to this messaging channel.

If a conversation with one firm in fact pertains to all others, you can issue a clarification to efficiently and visibly broadcast the key information.

Downloading/exporting messages

Use the icon at the top of the Messages panel to download all messages within that request.

Click the Download/Export icon takes you to a page where you can customize the export before you select Print/PDF. You can choose to include the system messages and the members in each channel using the toggles at the top right of the screen.