> ## Documentation Index
> Fetch the complete documentation index at: https://help.latchel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Messaging: How Conversations Work

> Let Latchel AI handle text and in-app messages from residents and service providers, and step in only when a conversation needs you.

> [!NOTE]
>
> On October 21, 2026, we’re rolling out a richer messaging experience for Residents and Service Providers, letting them easily take action on their work orders via chat.

**Here’s what’s new:**

* **One home for messages.** SMS and in-app messages are now **Conversations**, always available from the top right of your screen.

![AI Messaging 1 2](https://mintlify.s3.us-west-1.amazonaws.com/latchel-81/images/AI-Messaging-1-2.png)

* **Stay in control of alerts.** Manage how you’re notified of messages needing your attention via [Notification Settings](https://help.latchel.com/s/topic/0TO5e000000h9wqGAA/notification-preferences).
* **On a work order page?** The Transcripts tab is now called Conversations.

![AI Messaging 2](https://mintlify.s3.us-west-1.amazonaws.com/latchel-81/images/AI-Messaging-2.png)

* **On Autopilot?** Messages from Residents and Service Providers are now handled by AI, included through the end of our [Autopilot AI rollout](https://latchel.com/latchel-autopilot-ai-product-launch/). If a message is outside the AI’s scope, or someone asks for a team member on a work order you manage, we’ll transfer it to you.

> [!TIP]
>
> **Not on Autopilot but want to learn more about about AI replies?** Email us at [success@latchel.com](mailto:success@latchel.com).

Tired of texts like "I scheduled this for tomorrow" landing in your queue when there's nothing for you to do? With **AI Messaging**, text and in-app messages from residents and service providers become **Conversations** that Latchel AI handles for you. You only get pulled in when a message actually needs a person.

Every conversation is tagged to the right work order automatically, and the full message history is saved on the work order, so you always have the whole picture.

> [!TIP]
>
> **In other words:**
>
> Latchel AI answers resident and service provider messages for you, keeps each one tied to the right work order, and only sends you the ones that need a person.

## **What This Feature Does**

> **AI answers the routine messages**
>
> Messages that don't need a person, like a quick scheduling update from a service provider, no longer clog up your queue.

> **Get things done in the conversation**
>
> Residents and service providers can schedule, create invoices, leave a review, and more, right from the conversation.

> **No more tagging or closing**
>
> Conversations are tagged to the right work order automatically and marked handled when you respond.

> **Everything saved on the work order**
>
> Each work order has a **Conversations** tab with its resident and service provider threads.

## **How Conversations Work for Residents and Service Providers**

* When we text a resident or service provider about a work order, the text includes a link to their **conversation**. It opens in their phone's browser, with no app to install.
* There's one conversation per person, per work order.
* If they reply to the text instead of tapping the link, we point them to their conversation and save the text they sent in it, so nothing is lost.
* Residents can also open a conversation from their dashboard by choosing **Talk to Us About this Work Order** in the work order's **Action Menu**.

## **When a Conversation Needs a Person**

Latchel AI handles messages about maintenance and resident benefits. When someone asks for a person, or a message is outside what Latchel AI can handle (a leasing question, for example), the conversation is handed off and the resident or service provider is told they're being passed to a person:

* On work orders **Latchel manages**, it goes to the Latchel team.
* On work orders **you manage**, it goes to your team.

## **How to Reply to a Conversation**

#### 1. Open Conversations.

Click the **Conversations** icon in your Latchel dashboard. **Team** shows new conversations that no one has handled yet, and **My messages** shows the ones you've replied to or started.

#### 2. Mark it as handled.

Open the conversation and click **Mark as Handled** so your teammates know you've got it. If you see that someone else is typing, they're already on it.

#### 3. Reply.

Read the whole thread, then type your reply and send it. You can attach photos with the paperclip icon. Replying also marks the conversation as handled.

#### 4. Rate the conversation.

Rate how Latchel AI handled the conversation. Your ratings help us improve its responses.

## **How to Message a Resident or Service Provider**

#### 1. Open the work order's Conversations tab.

Open the work order, go to the **Conversations** tab, and choose the **Resident** or **Service provider** tab. Click **Open Conversation**.

#### 2. Choose who handles the reply.

Use **Handled by** to choose whether you or Latchel AI answers their next reply. Pick yourself when you need their answer to decide what happens next.

#### 3. Send your message.

Type your message and send it. They'll get a text with a link to the conversation.

> [!TIP]
>
> You can also start a conversation from a resident's or service provider's profile, or their tab on the work order, by clicking **Message Resident** or **Message SP**.

## **Things to Remember**

> [!NOTE]
>
> You don't need to tag conversations to work orders or end them anymore. If someone writes again about the same work order, the conversation simply reopens as unhandled.

> [!NOTE]
>
> AI Messaging doesn't change your automated notices, like appointment reminders and scheduling links. Those go out the same as before.

## **Frequently Asked Questions**

> **Which messages does Latchel AI handle?**
>
> Text and in-app messages from residents and service providers about maintenance and resident benefits. If someone asks for a person, or the message is about something else, it's handed off to a person.

> **Do I still need to tag conversations to work orders?**
>
> No. Conversations are tagged to the right work order automatically.

> **How do I close a conversation?**
>
> You don't need to. Replying or clicking **Mark as Handled** marks it handled, and there's no end step.

> **Where can I see all the messages on a work order?**
>
> Open the work order's **Conversations** tab. It shows each resident and service provider conversation.

> **Can my team answer every message instead of Latchel AI?**
>
> Yes. Email [**success@latchel.com**](mailto:success@latchel.com) and we can turn off AI replies for your company. Keep in mind that your team will then handle every resident and service provider message.
