Agiled Docs

The chat inbox lists conversations available to you in the current workspace. Use it for team coordination, internal follow-up, and conversations with external contacts when customer conversations are enabled.

Start from the conversation list when you need to triage what needs a response, not when you already know the exact record or task to open.

Conversation List

The left pane shows conversations ordered by pinned status and recent activity. Each conversation includes its title, participants, last-message preview, and unread state when available.

Pinned conversations stay easier to reach. Use pinning for active work, not as a permanent archive.

Filters

Use the filters above the conversation list to narrow the inbox:

All shows every conversation you can access.
Internal shows team conversations.
Clients shows client conversations.
Unread shows conversations with unread messages.

Search Conversations

Use the search field to find a conversation by title or participant context. Search is useful when the workspace has many active conversations.

Search works best when conversation names are specific. Rename or create group conversations with a customer, project, or purpose in the title.

Open a Conversation

Select a conversation to open its message thread. On smaller screens, the conversation list is replaced by the thread view. Use the back action to return to the conversation list.

Before replying, check the participants and linked context so the message goes to the right internal or client-facing audience.

Read Participant Context

Look at who is in the conversation before sending a message. Internal conversations should stay inside the team. Client conversations can be visible to people outside the workspace depending on conversation setup.

When the conversation is tied to a customer, project, ticket, or document, open that source record if the message depends on status, pricing, deadlines, or approval details.

Decide Where the Update Belongs

Use chat for discussion and quick coordination. Move durable information to the record that owns it:

put decisions on the project, task, ticket, or document
put customer contact details on the contact or account
put payment details on the invoice or order
put reusable instructions in a wiki page

This keeps chat useful without making it the only place where important context exists.

Keep The Inbox Useful

Review unread and pinned conversations regularly. Move durable decisions into tasks, tickets, documents, or wiki pages so chat remains a coordination tool.

Conversation Review Routine

During daily review:

open unread conversations first
check client conversations before internal chatter
unpin threads that no longer need attention
rename group conversations with vague titles
move decisions into source records
create tasks or tickets for work that needs an owner

If a conversation becomes long-running project work, link the project or task so new participants do not need to read the full thread to understand the status.

When to Start a New Conversation

Start a new conversation when the participants, customer, project, or decision topic changes. Do not keep unrelated work inside an old thread just because the same people are involved.

Convert Chat Into Work

When a conversation produces a task, ticket, document decision, customer update, or project commitment, move that outcome into the record where the team will act on it. Chat is useful for discussion, but assigned work should not live only in the message history.

Add a link back to the task, ticket, project, document, or CRM record so future participants can find the current status without reading the entire thread.

Chat Conversations