How do I use the Messages feature to ask clarifying questions regarding a specific request?

In the PERSUIT platform, you can communicate directly with a client through the private Messages feature in the request using the external channel.

You may need to use the external channel of the Messages feature:

• to ask a clarifying question on a published Request
• to discuss conflict issues
• or for any other need to discuss a matter or transaction

Your PERSUIT dashboard will inform you of all the requests that have unread messages. You'll find an unread messages icon on the specific request card.

Once you click on the request, the Messages feature can be found at the top of the specific request.

There are two main channels in our Messages feature: the Internal Channel and External Channel. 

The Internal Channel is a private system for you and your colleagues at your firm to use to speak about the current RFP. The internal channel will have a purple icon with the word (Internal) at the end of your organization's name. Any person at your firm who has been given access to the RFP will have access to this internal channel and the messages within it. The Client will not see any messages exchanged in this channel.

The External Channel is a system that allows you to message directly with the Client that has invited you to the request. The external channel will have a gray icon next to the client's name. This is where you can ask them questions specific to their request. This external channel is private between your firm and the client - no other firms have access to this messaging channel.