The Messages page is where you talk with your advisory partners and with Pulse AI — ask a question, share an update, or get a quick analysis. It works like a familiar two-panel inbox: your conversations on the left, the active conversation on the right. This guide covers reading, replying, and starting a new conversation.
💡 Tip — Who can use this Available to all clients. Find it under Messages in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | Read and reply to a conversation |
| 2 | Start a new message |
Step 1 — Read and reply to a conversation
Click Messages in the sidebar. You'll see your conversation list on the left — each entry shows the person's name, the last message preview, the time, and an unread indicator if there's something new.
Click any conversation to open it on the right. Messages appear in order with day separators (Today, Yesterday, or the date), and your partner's replies are marked as read automatically as they come in.
To reply, type in the composer at the bottom. You can format your message with bold, italics, underline, and links using the toolbar. Press Enter to send, or Shift+Enter to add a new line.
📝 Note — Pulse AI is a contact too Pulse AI appears in your contacts with an "(AI)" label. Messaging Pulse AI is a full conversation — you can ask it questions about your dashboard just like messaging a person, and it costs tokens from your balance.
Step 2 — Start a new conversation
Click New Message. A picker opens showing your available contacts — your assigned advisory partners plus Pulse AI.
Select who you want to message and click Start (or the equivalent). Fortis Pulse finds or creates the conversation with that person and opens it, ready for you to type your first message.
💡 Tip — Search to find a conversation If you have many threads, use the search box above the list to filter by the person's name or a word in the message preview.