Realtime Chat and Typing
Understand live messages, typing indicators, and message loading.
Chat uses realtime updates when a conversation is open. This lets new messages appear without manually refreshing the page.
Realtime chat is best for quick coordination. Important decisions should still be copied back to the record that owns the work, such as a ticket, task, deal, project, invoice, or document.
Realtime Messages
When a conversation is open, Agiled connects to the conversation's realtime channel. New messages can appear as teammates send them.
Realtime is most useful on active support, delivery, and internal handoff threads. Keep the conversation open when you are waiting for a response, because new messages can arrive while you are reviewing customer context or writing a reply.
If realtime updates do not appear, refresh the page and reopen the conversation. If the issue continues, check your network connection and confirm you still have access to the workspace and conversation.
Avoid Duplicate Replies
When several teammates are watching the same conversation, wait a moment before replying if you see another participant typing. For customer-facing conversations, agree internally who will answer so the customer does not receive conflicting responses.
If you start drafting and then stop, clear the draft or tell the team you are no longer responding.
For customer conversations, use internal coordination before replying when the answer affects pricing, scope, delivery dates, refunds, or access. Typing indicators help avoid duplicate replies, but they do not assign ownership.
Typing Indicators
Typing indicators show when another participant is writing in the open conversation. They help users avoid duplicate responses.
Typing indicators are temporary. They can disappear when the other person stops typing, switches tabs, loses connection, or sends the message. Do not treat a typing indicator as a saved draft or confirmed response.
Loading Older Conversations
The chat page loads conversation lists first and then loads messages as you open threads. If a thread appears empty for a moment, wait for the messages to load.
Use search, pins, and filters to narrow long conversation lists before opening a thread. This reduces the chance of replying in the wrong conversation when your team handles many customer or project discussions at once.
What Realtime Does Not Do
Realtime chat updates the open conversation. It does not replace durable project notes, task comments, ticket status, invoice notes, or document approvals. Move important decisions back to the record that owns the work.
When Messages Look Out Of Date
Use this order:
- Confirm you are in the correct workspace.
- Reopen the conversation from the list.
- Refresh the browser tab.
- Check whether another teammate archived, closed, or changed access to the conversation.
- Retry from another browser or network if realtime updates still do not load.
If messages appear in one browser but not another, check browser extensions, blocked realtime connections, and stale sessions before assuming the conversation data is missing.
Handoff From Chat
After a fast chat decision, create or update the durable record:
- Add a task for follow-up work.
- Add a ticket note for support context.
- Update a deal, project, invoice, or document when the decision affects it.
- Link files or screenshots where the team will look later.
This keeps chat useful without making it the only place important context lives.