Messaging & Communication — Zennvue Help Center
Help Center

Messaging & Communication

Real-time WebSocket-powered chat between vendors and clients, configurable notifications across in-app, email, SMS, and push channels, and 13 pre-built email templates.

Using Real-Time Chat

Zennvue's chat system is powered by Pusher WebSockets — meaning messages appear instantly without page refreshes. Available on the Business tier and above for vendors; included in all customer plans.

  • 1

    Open a conversation

    Navigate to Messages in your sidebar, or click the chat icon on any client or event record to start a conversation with that person.

  • 2

    Send a message

    Type your message in the input field and press Enter or click Send. Messages are delivered instantly to the other party.

  • 3

    Use event-specific channels

    For events with multiple participants (e.g., vendor collaboration), navigate to the event record and click 'Event Chat' to open the group channel where all linked vendors and the client can communicate.

  • 4

    Mute a conversation

    Click the three-dot menu on any conversation and select 'Mute' to stop receiving notifications from that thread without deleting it.

ℹ Info

Chat history is permanently stored and linked to the client or event record. You can search past messages and export conversation history from the three-dot menu.

Configuring Notifications

  • 1

    Open notification preferences

    Go to Settings → Notifications to configure your notification preferences.

  • 2

    Choose your channels

    For each notification type, choose which channels to use: in-app (bell icon), email, SMS, or push notification. You can enable multiple channels for critical notifications.

  • 3

    Set notification types

    Configure notifications for: event reminders, proposal updates, invoice payments, contract signatures, new messages, task assignments, and team invitations.

  • 4

    SMS notifications

    SMS notifications require a verified phone number in Settings → Account → Profile. Standard SMS rates may apply depending on your carrier.

💡 Tip

For time-sensitive events like contract signatures and payment receipts, enable both email and in-app notifications. For routine updates like task assignments, in-app only is usually sufficient to avoid notification overload.

Email Templates

  • 1

    Access built-in templates

    Navigate to Settings → Email to view the 13 pre-built email templates used for automated notifications.

  • 2

    Customize templates

    Click any template to edit the subject line, body copy, and footer. Use variable placeholders like {{client_name}} and {{event_date}} which are filled automatically.

  • 3

    Configure your sender email

    In Settings → Email, add your custom sender email and Resend API key to send platform emails from your own domain (e.g., hello@yourcompany.com) instead of the default Zennvue address.

ℹ Info

The 13 pre-built email templates cover: proposal sent, proposal accepted, proposal declined, contract sent, contract signed, invoice sent, payment received, payment reminder, gallery delivered, file request, event reminder, review request, and welcome message.

Frequently Asked Questions

No. Vendor-to-vendor collaboration channels are separate from vendor-to-client channels. Clients only see the messages in their direct conversation thread with each vendor, not cross-vendor coordination messages.
Individual messages are limited to 4,000 characters. For longer communications (e.g., detailed event briefs), use the file attachment feature to upload a document rather than pasting long text into the chat.
Yes. Push notifications (if enabled) will appear on your device even when Zennvue isn't open, as long as you've granted push notification permission in your browser or the mobile app.

Still have questions?

Our support team responds within 24 hours on business days.