Start a conversation

Start a direct chat with one person or a group chat with several, with teammates or clients.

Start a conversation when you need a focused thread with one or more people.

Create a conversation

Open Chat in the sidebar.
Select New conversation at the top of the conversation list.
Search for people by name or email. Each person is tagged Team member or Client.
Select one or more people. They appear as chips in the To row.
If you picked more than one person, give the group a name, such as "Scranton website launch".
Select Create conversation.

You're done when the new conversation opens, ready for your first message.

One person makes a direct chat. If you already have one with that person, Agiled opens it instead of creating a second.
Two or more people make a group chat. Group names can be up to 120 characters, and a new group is always a new conversation.
You can chat with clients who have portal chat access if your role includes CRM access. Otherwise you see "Your role doesn't include chatting with clients. Ask a workspace admin for access."
Clients can't start conversations from the portal. They reply in the conversations your team starts with them. Check every name before you send, and keep internal pricing and notes in a conversation without clients.