Chat
Chat
Talk with your team and clients in real time, share files and link the records you are discussing.
Chat gives your team one place to talk through work as it happens. Messages arrive instantly, you can @ mention people and records, and files can be shared right in the thread.
Start here
- Start a conversation with a teammate or a client.
- Send messages, files and mentions.
- Find your way around your conversations.
When to use chat
Use chat for quick questions, updates and coordination. Move anything that needs an owner, a due date or a record of the decision to the place that owns it:
- a task for work someone has to do
- a ticket for a client request that needs tracking
- a comment on the task or project the decision is about
- a wiki page for instructions people will need again
Chat with clients
Clients who have portal chat access can chat with your team from their client portal. They see their conversations with your team, can send messages and files, and see new messages arrive live. Client conversations are marked Client in your list. People whose role doesn't include CRM access can't chat with clients.
Everything in Chat
- Start a conversation: direct and group chats, with teammates or clients.
- Send messages, files and mentions: attachments, @ mentions and messages that didn't send.
- Your conversations: the conversation list, filters, pins, the Details panel and live updates.
- Troubleshoot chat: missing conversations, failed uploads and messages that don't appear.