Add people to a conversation

Any conversation can grow. Add the people who need to hear it and they join the same thread, with the conversation so far right above them.

Add someone

On the web, press the dashed + beside the faces at the top of the conversation. That opens Add someone: find the person by name or email and press Add.

In the app, tap the person button at the top right of the conversation and pick who to add.

You can also type @ and their name in a message. Picking a teammate adds them right away.

What they see

When you add someone to a team conversation, Show them earlier messages decides what they get (Show earlier messages in the app). It’s on by default.

Show them earlier messages	They see
On	Everything said so far
Off	Only messages from the moment you add them

Everyone in the conversation sees a line saying who added whom.

Turning a conversation into a group

Adding someone to a conversation between two people turns it into a group. It’s the same thread, so nothing said so far is lost. Whoever added the person now manages the group, and Manages shows next to their name.

In a group	Who can do it
Add or remove people	The person who manages it
Rename it (Name this group)	Anyone in it
Leave group	Anyone in it

If the person who manages a group leaves, the longest-standing member takes over.

Firm conversations

A conversation with another firm in Connect works the same way. Owners and listing managers can bring in people from their own firm, and a brokerage can bring in its brokers. The other firm sees a line like “Marisol Rivera looped in Sam Ortiz.”

People you add to a firm conversation always see the whole conversation.

A broker you bring in gets a notification and can reply from the UnitBook app, so the management firm can sort out a showing with them directly. You can take someone from your own firm out again, as long as one person is left speaking for your side.