How To Send Your First Message Using Repliers

This guide will walk you through the process of sending your first message with Repliers, from account setup to message delivery.

Prerequisites

Before sending messages, ensure that:

Your account is configured for messaging
You've subscribed to a plan that includes messaging functionality

For detailed instructions on setting up messaging, refer to our Integrated Email Messaging Setup Guide.

Step 1: Create an Agent

Messages in Repliers are exchanged between agents and clients. You'll need to create at least one agent before you can send messages.

Here's a sample API request to create an agent:

curl --request POST \
     --url https://api.repliers.io/agents \
     --header 'accept: application/json' \
     --header 'REPLIERS-API-KEY: your-repliers-api-key' \
     --header 'content-type: application/json' \
     --data '
{
  "status": true,
  "fname": "John",
  "lname": "Smith",
  "phone": "12221113333",
  "email": "johnsmith@realestategroup.com",
  "brokerage": "ABC Brokerage",
  "designation": "Sale Representative"
}
'

After creating the agent, note the agentId in the response as you'll need it for subsequent steps.

Step 2: Create a Client

Next, create a client and assign them to the agent you created:

curl --request POST \
     --url https://api.repliers.io/clients \
     --header 'accept: application/json' \
     --header 'REPLIERS-API-KEY: your-repliers-api-key' \
     --header 'content-type: application/json' \
     --data '
{
  "status": true,
  "preferences": {
    "email": true,
    "sms": true,
    "unsubscribe": false
  },
  "agentId": 12345,  # Replace with your actual agentId
  "fname": "James",
  "lname": "Davidson",
  "phone": "13332224444",
  "email": "jamesd@email.com"
}
'

Make sure to replace 12345 with the actual agentId from the previous step. Note the clientId from the response.

For more information about the relationship between agents and clients, see our Agents and Clients in Repliers article.

Step 3: Send a Message

Now you're ready to send your first message! Messages can be sent from either an agent to a client or from a client to an agent. The sender field determines who is sending the message.

To send a message from an agent to a client:

curl --request POST \
     --url https://api.repliers.io/messages \
     --header 'accept: application/json' \
     --header 'REPLIERS-API-KEY: your-repliers-api-key' \
     --header 'content-type: application/json' \
     --data '
{
  "content": {
    "message": "This is a test message"
  },
  "sender": "agent",
  "agentId": 12345,  # Replace with your actual agentId
  "clientId": 54321  # Replace with your actual clientId
}
'

Make sure to replace the agentId and clientId with the actual IDs obtained from the previous steps.

Verifying Message Delivery

After sending the message, it should appear in the client's inbox. If the message doesn't appear:

Check the spam folder in the client's email
Verify that your account is properly configured for messaging
Contact Repliers support if you continue to experience issues

Next Steps

Now that you've sent your first message, you can:

Set up automated messaging workflows
Create message templates
Configure notification preferences
Explore advanced messaging features

For additional support, contact our help desk at support@repliers.com or visit our Help Center.

Updated on: 25/03/2025