Send a Client Message

Overview

Sends a message from the authenticated client to the business. The message direction is always client_to_business — it is set automatically by the server based on the client token.

The staff member who receives the message is auto-assigned based on the business's assignment rules and the client's existing relationships.

Authentication

Available for Client tokens only. The client UID and business UID are extracted from the token — no need to pass them in the request body.

Parameters

• message.message (required) — The text content of the message.
• message.subject (optional) — An optional subject line for the message.
• message.entity (optional) — Entity attachment that controls message type. When omitted, defaults to a plain text message. Set type to "document" and provide uid to attach an existing document.
• matter_uid (optional) — The UID of the conversation (matter/engagement) to add the message to. If omitted, the system uses the client's default conversation.