Work a conversation

Most of your day happens here, in the thread, without opening anything else.

What you will see in Messenger

The context bar sits across the top of the open conversation: their stage, changeable in place, the HOT flag, their tags, and what to say next.

Labels in the conversation list. Every tracked person's row carries their stage — or a HOT flag — plus a stripe down the edge of the row in that stage's colour. You can see the shape of your pipeline while you scroll your inbox.

The LL button in the row of icons beside the message box, next to the emoji picker, opens the full record over the conversation. Nothing on the page moves to make room for it.

Labels can be turned off in Settings›Show labels in Messenger. They are on by default.

Insert a script without leaving the box

Type / at the start of a message and your script library opens.

1. Up and Down move through the list.
2. Enter takes the folder you are on and rotates the next wording in.
3. Right opens the folder so you can pick the wording yourself; Left goes back.
4. Esc closes it.

Any pictures attached to the script go in with it.

The record panel

The panel opens two ways — the LL button inside Messenger, or Chrome's own side panel. They are the same record, so they cannot disagree with each other.

Stage at the top, one click to change.

Tags de-duplicate and suggest from what you have used before, so your vocabulary stays consistent rather than sprouting roofer, Roofer and roofing.

Notes are searchable from the Pipeline page.

Browse scripts. A folder chooser sits above the script with Choose which over it. The ‹ and › arrows walk whatever the chooser points at, wrapping at both ends. All scripts walks your whole library and labels each one with the folder it came from. The folder you picked is remembered as you move between contacts — somebody working a list of follow-ups is in one folder for twenty conversations, not one.

Stepping through scripts records nothing. Only Insert counts as a use, which matters for split testing.

The Data tab holds phone, email, website, business and address. An empty field is a box you can type in rather than grey text that looks like data somebody already entered. Once there is something in it, it becomes the action: a number dials, an address opens a map, a website opens.

Ten digits format as (555) 213-8890. Anything else — an extension, an international number — is left exactly as you typed it, because a number mangled into the wrong shape is worse than an untidy one.

You can add fields of your own. A custom field appears on every contact, because a field that exists on one person and not the next is not a field, it is a note.

Adding somebody you met off Facebook

Contacts has an add button. Give their profile URL and the record merges with the real thread the first time you actually message them, so you do not end up with two of them.

If the bar does not appear

Reload the Messenger tab first. If it still does not, the extension will usually tell you itself — it watches whether it can still read the page and shows a banner when it cannot.

That banner means Facebook changed something and we need to ship a selector update. It is not something you can fix from your side, and it is worth telling us about: support@trijohnson.com.