Message Feature Steps

Learn how to send and receive messages in RAI.

1. To begin, navigate to reagan.ai in your browser and login.
2. In the right-hand corner of your screen, you will see a new bell icon.
3. The badge on the bell icon indicates that you have a new message.
4. When you click on the icon, it will take you to Reagan’s new messaging feature.
5. After clicking on the bell icon, you will see your inbox.
6. This is where you will see all your conversations.
7. The first column shows you if the message is low or high priority.
8. The next column indicates if there is an attachment or not.
9. Then, you will see the subject and who the message is from when you receive the message, and the message status.
10. When the subject of the message is in bold, this means there is a brand-new message, and it is unread.
11. To view the message in your inbox, click ‘Read.’.
12. The message details can be viewed at the top of the message thread.
13. Below that, you will see your message and the attachment.
14. When the sender replies to a message, you can also view their reply in this thread.
15. To download the attachment, click on the file.
16. To reply to an existing thread, click reply.
17. It will already have the recipient filled.
18. Pick your priority level and then compose your message in the message box.
19. In the message box, you can bold, italicize, and underline your text.
20. You can also create a bullet or numbered list, and create a link.
21. Additionally, you have the option to add files.
22. Once you are done with your reply, click send.
23. The screen will automatically take you back to the email thread where you can view your reply.
24. When you have a new message, you will get a notification inside Reagan, as well as an email notification.
25. You can view the attachments directly from the email.
26. To read the message, click the ‘Read’ button in the email.
27. This will take you back to Reagan.
28. If you would like to send a message, click ‘Inbox’ and then ‘Compose’.
29. From this drop-down, you can choose a Heartland or One
30. Life staff member, or department to send a message to.
31. Set your priority level and then type out your message.
32. If you would like to attach a file, click on select files
33. When you are finished, click send.

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.