Your conversations

The conversation list on the left of Chat shows every conversation you are part of, so you can see what is new and jump between chats.

Find a conversationCopy Anchor Link

1. Open Chat in the sidebar.
2. Pick a filter above the list: All, Internal (team only), Clients or Unread.
3. Type in Search conversations to find a chat by name.
4. Select a conversation to open it. On a phone, use the back arrow to return to the list.

You're done when the conversation opens with its latest messages.

Pinned conversations sit at the top, then the rest by most recent message. A number on a conversation shows how many messages you haven't read. Counts update live for every conversation and reflect what you have read, not what your teammates have.

Pin a conversationCopy Anchor Link

Hover a conversation and select the pin icon (Pin conversation), or select ... in the thread header and choose Pin conversation. Pins are personal and don't change anyone else's list. Select it again, or choose Unpin conversation, to unpin.

Open the Details panelCopy Anchor Link

Select Open details at the right of the thread header. The panel shows:

• People: everyone in the conversation, marked Team member or Client, with whether they are online.
• Mentioned: the projects, tasks, contacts, deals, tickets, invoices and files mentioned in the conversation. Select one to open it.
• Files: every file shared in the conversation.

The ... menu in the thread header also has Export transcript, which downloads the conversation as a file.

Live updates, typing and online statusCopy Anchor Link

• New messages appear as they are sent, in the open conversation and every other one. You never need to refresh.
• When someone is writing, the thread shows it, for example "Ana is typing…".
• A green dot on an avatar means the person is online. The thread header says Online or Offline, or how many group members are online.
• If your connection drops, the header shows Reconnecting… and chat catches up on anything you missed once you are back.

Good to knowCopy Anchor Link

• On a wide screen, hover the list and select the round handle on its edge (Hide conversation list) to shrink it to a rail of avatars. Agiled remembers your choice in that browser.
• To see older messages, select Show earlier messages at the top of the thread.
• If you see Live updates paused in this tab, refresh the page.

RelatedCopy Anchor Link

• Start a conversation
• Send messages, files and mentions
• Troubleshoot chat