This article covers how to use the Keap™ Business Line from the Keap desktop application, including accessing conversations, creating and sending messages, group messages, message actions, appointment booking links, deleting conversations, and creating contacts from messages. For help setting up the Keap Business Line, see how to set up the Keap Business Line.

Requirements

To access the Keap Business Line on desktop, the following requirements must be met:

• The account must be located in the US or Canada.

• The Keap Business Line must be set up. All users in the account can access Business Line regardless of their role.

Note: Group messages sent from the Keap Mobile app do not appear in the Business Line tab on desktop. Group messages are only available in the mobile app.

Access Business Line on Desktop

Navigate to Comms, then select Business Line. If the Keap Business Line has not yet been set up, an option appears to text a download link for the Keap Mobile app to a phone number.

The screenshot above shows the Business Line tab in the Keap Comms section.

Create a New Message

1. Select the Plus icon to start a new conversation.

   

   The screenshot above shows the Plus icon in the Business Line tab used to create a new message.

2. Enter the name or phone number of the contact to message.

   

   The screenshot above shows the contact search field for starting a new Business Line conversation.

Note: The Plus icon and search field can also be used to search for and navigate to existing conversations.

Group Messages

Group messages can be sent to up to nine contacts at a time from the Business Line tab. Group messages sent from the mobile app will not appear here.

The screenshot above shows the group message recipient field in the Business Line new message screen.

Send a Message

Type the message in the field at the bottom of the conversation and select Send. The following keyboard shortcuts can also be used to send:

• Mac OS: Command + Enter

• Windows and other operating systems: Control + Enter

The screenshot above shows the message input field and Send button in the Business Line conversation view.

Message Actions

Hovering next to a message in the conversation thread reveals available actions for that message.

Call actions — Hover next to a call entry to access the following options:

• View call details

• Call back

• Create a task

• Add a call note

The screenshot above shows the call actions menu in a Business Line conversation thread.

Text actions — Hover next to a text message to access the following options:

• Copy text

• Create task from message

The screenshot above shows the text message actions menu in a Business Line conversation thread.

Send an Appointment Booking Link

1. Select the calendar icon at the bottom-left of the message input field.

   

   The screenshot above shows the calendar icon in the Business Line message composer.

2. Select the booking link to send. The link is automatically inserted into the message field.

   

   The screenshot above shows the booking link selection panel in the Business Line message composer.

3. Select Send to send the message with the booking link.

   

   The animation above demonstrates selecting and sending an appointment booking link through the Business Line.

Delete a Conversation

1. Open the conversation thread to delete.

   

   The screenshot above shows an open conversation thread in the Business Line.

2. Select the ellipsis menu and choose Delete conversation.

   

   The screenshot above shows the ellipsis menu with the Delete conversation option.

View a Contact Record From a Conversation

Select the contact's name within the conversation thread to open their contact record.

The screenshot above shows the contact name in a Business Line conversation thread used to navigate to the contact record.

Create a New Contact From a Message

When a message is received from or a conversation is started with an unknown number, an option to create a new contact record appears directly in the conversation.

The screenshot above shows the add contact option in a Business Line conversation with an unknown number.

Frequently Asked Questions

What does this article cover?

This article covers how to use the Keap Business Line from the Keap desktop application. For help using the Business Line on mobile, see the Keap Mobile documentation.

Why do group messages from the mobile app not appear on desktop?

Group messages sent from the Keap Mobile app are not synchronized to the Business Line tab on desktop. Group messaging is a mobile-only feature. To view group message conversations, use the Keap Mobile app.

Can Business Line be used outside the US and Canada?

No. The Keap Business Line is only available to accounts located in the US or Canada.