Why Message Actions Save You Time in Your CRM

When a contact calls or texts you, the next step is rarely just to read the message — you usually need to call back, take a note, or create a follow-up task. Message actions in your Keap™ Mobile Business Line let you take those next steps directly from the communication thread without navigating away from the conversation. Tapping a message opens a set of contextual actions based on the message type, so your response is always one tap away.

How to Use Call Message Actions

To access call actions, tap a call message in the communications thread. A menu will appear with the following options:

• View call details — opens the full details for that call, including the call duration, direction, and timestamp.

• Call back — initiates a return call to the contact directly from the thread.

• Create a task — opens the task creation screen with the contact pre-populated so you can create a follow-up task linked to that call.

• Add call note — opens a note field where you can add context or details about the call directly to the contact's record.

The screenshot below shows the call action menu that appears after tapping a call message in the Keap Mobile Business Line communications thread. The menu displays four options in a vertical list: View call details, Call back, Create a task, and Add call note. The menu appears as an overlay on the communications thread screen. No text message actions appear in this menu — call actions and text actions are separate menus.

How to Use Text Message Actions

To access text message actions, tap a text message in the communications thread. A menu will appear with the following options:

• Copy text — copies the full text of the message to your device clipboard so you can paste it elsewhere.

• Create task from message — opens the task creation screen with the message content pre-populated as the task description and the contact pre-linked, so you can turn the message into a follow-up action without retyping the details.

The screenshot below shows the text message action menu that appears after tapping a text message in the Keap Mobile Business Line communications thread. The menu displays two options: Copy text and Create task from message. The menu appears as an overlay on the communications thread screen. No call actions appear in this menu — text actions and call actions are separate menus.

Frequently Asked Questions

What does this article cover?

This article covers the actions available when tapping a call message or a text message in the Keap Mobile Business Line communications thread. This article does not cover how to make calls or send text messages from the Keap Mobile Business Line. For a full overview of the communications thread, see Keap Mobile Business Line: Calls, Texts, and Voicemails in One Thread.

Can I create a task directly from a call or text message?

Yes. Both call messages and text messages include a task creation action. Tapping Create a task on a call message or Create task from message on a text message opens the task creation screen with the contact pre-linked. For text messages, the message content is also pre-populated as the task description.

Are the actions different for call messages and text messages?

Yes. Call messages and text messages have separate action menus with different options. Call messages offer four actions: View call details, Call back, Create a task, and Add call note. Text messages offer two actions: Copy text and Create task from message. The action menu that appears is determined by the type of message you tap.