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Send a message

Send email, SMS, or WhatsApp from Messages, a stay, a guest, a lead, or other contact surfaces when the channel is connected.

How to send

  1. Step 1In Zyelra

    Open Messages, a stay, a guest, or a lead

    Start from the inbox or a Stay / Guest / Lead page so the conversation stays attached to the right person. Stay and Guest detail pages offer Send message for agency email/SMS/WhatsApp. When a unique open agency conversation already exists for that guest, Stay/Guest also offer Open in Messages.

  2. Step 2In Zyelra

    Choose the recipient

    In Messages Send, focus the recipient field to see preloaded guests and other contacts, or type to search. From Stay Send, confirm Guest → Property → Stay context before composing.

  3. Step 3In Zyelra

    Choose Send message

    Pick the channel you need (email, SMS, or WhatsApp) among those connected for your agency.

  4. Step 4In Zyelra

    Compose or use a template

    Write the message or insert a template, then send.

  5. Step 5In Zyelra

    Check delivery status

    Confirm the message moved beyond queued/failed states as your provider reports delivery.

OTA guest replies use the Channex rail (Messages OTA filter or Booking Channels → Conversations) when the channel supports messaging. Agency Send message does not send to OTAs. If several agency conversations match a guest, Zyelra will not guess — use Send message or pick the thread in Messages.

Honest limits

  • Unconnected channels cannot send
  • Provider rules still apply (for example WhatsApp template requirements outside an open window)
  • Development or logged-only modes may not deliver externally

Next step

Connect email, SMS, and WhatsApp and communicate from one workspace.

More Messaging guides →

Related guides

  • Unified messaging inbox

    Unified messaging inbox for agency email, SMS, and WhatsApp — plus soft-federated OTA (Channex) threads in Messages when you have channel access.

  • Message templates

    Create and manage reusable message templates for faster, consistent outreach.

  • Delivery statuses

    Understand message delivery statuses from queued through delivered, read, failed, or bounced.

  • Connect a messaging provider

    Connect email, SMS, or WhatsApp under Settings → Messaging & Delivery so the unified inbox can send and receive.

  • Communications and activity

    Message leads, review activity, and keep the conversation connected to the lead record.

  • Guest journey overview

    How a confirmed stay moves from pre-arrival through check-in, during-stay support, checkout acknowledgement, and payment visibility — using the guest self-service link.