Team chat

Team Chat is a paid add-on for internal messaging — direct messages between teammates and named channels for groups. Anyone with a login can chat; there's nothing to configure. It reuses your team and notifications, so it works the moment the add-on is enabled.

Direct messages
1:1 with a teammate
Channels
private or public groups
Record chatter
notes on a project/client

Direct messages & channels — the main Chat page.

  1. 1Open Chat from the sidebar. Under People, click a teammate to start a direct message.
  2. 2Use the + next to Channels to create a private group or a public channel and pick who's in it.
  3. 3Type a message and send. New messages, unread counts and online status refresh automatically every few seconds.
  4. 4The composer is multi-line — press Enter to send, Shift+Enter for a new line. Scroll up and press Load earlier messages to read the full history; you'll also see when someone is typing.
In any conversation you can @mention a teammate — start typing @ and pick from the list — and they get a notification. You can also attach a file, and edit or delete your own messages. A green dot shows when the other person is online.

Record discussion (chatter) — talk about one specific record in its own place.

  1. 1Open a project or a client. Scroll to the Discussion panel at the bottom of the page.
  2. 2Post an internal note about that record. @mention a teammate to notify them — the notification links straight back to this record.
  3. 3Edit or delete your own notes anytime. Notes are internal to your team and never shown to the client.
Chat and record discussion are part of the same Team Chat add-on. If it isn't enabled, the Chat page and the Discussion panels simply don't appear.

Try it on your own company's data — free.

Start free