Chat

Communicate instantly with your team through real-time messaging.

The Chat application provides seamless team communication with direct messages, group channels, and AI-powered conversations. Access it from any page by clicking the chat icon in the header to stay connected without leaving your current workflow.

To open the Chat panel, click the chat icon in the top-right header. A badge shows your unread message count.

Understanding the Interface

The Chat panel slides out from the right side of your screen, keeping your main workspace visible. It's divided into two sections:

Conversation List (Left Side)

• Channels - Group conversations for teams, projects, or topics
• Direct Messages - Private one-on-one conversations with team members
• AI Conversations - Chat history with the AI assistant

Message View (Right Side)

• Displays messages for the selected conversation
• Shows sender avatars, names, and timestamps
• Includes a message input field at the bottom

Working with Channels

Channels are group conversations that keep your team aligned on specific topics, projects, or departments.

Creating a Channel

1. Click the + button next to "Channels" in the conversation list
2. Enter a channel name (e.g., "Product Team", "Q1 Planning")
3. Optionally add a description to help others understand the channel's purpose
4. Select participants to add - you can add individual members, entire teams, or organizations
5. Click Create Channel

You automatically become the channel owner when you create it.

Channel Roles

Role	Capabilities
Owner	Full control - add/remove members, change roles, delete channel
Member	Send messages, view history, search messages

Managing Channel Members

1. Open the channel and click the members icon in the header
2. View current participants and their roles
3. Add new members by clicking Add Participant
4. Remove members or change roles using the action menu next to each name

Direct Messages

Direct messages (DMs) are private conversations between you and one other team member.

Starting a Direct Message

1. Click the + button next to "Direct Messages"
2. Search for a team member by name or email
3. Select the person you want to message
4. If you've messaged them before, it opens the existing conversation
5. If not, a new conversation is created automatically

DM conversations are always private and cannot include additional participants.

Sending Messages

Composing a Message

1. Select a conversation from the list
2. Type your message in the input field at the bottom
3. Press Enter or click the send button

Message Actions

Click the action menu (three dots) on any message you sent to:

Action	Description
Edit	Modify your message text (shows "edited" indicator)
Delete	Remove the message (shows "deleted" placeholder)

You can only edit or delete your own messages.

Attachments

The chat supports sharing files and images within conversations:

• Click the image icon to attach images
• Click the file icon to attach documents
• Attachments appear as cards within the message

Searching Messages

Find past conversations quickly using the built-in search.

Searching Within a Conversation

1. Open the conversation you want to search
2. Click the search icon in the conversation header
3. Enter your search terms (minimum 2 characters)
4. Results show matching messages with sender and timestamp
5. Click a result to jump directly to that message

Searching All Conversations

Use the search field at the top of the conversation list to filter conversations by name.

Conversation Management

Muting Conversations

Mute conversations to stop receiving notifications without leaving:

1. Open the conversation
2. Click the mute icon in the header
3. The conversation remains accessible but won't trigger alerts

Archiving Conversations

Archive old conversations to keep your list organized:

1. Click the action menu on a conversation
2. Select Archive
3. Archived conversations are hidden from your main list

Read Receipts

The Chat application automatically tracks message status:

Status	Meaning
Sent	Message delivered to the server
Delivered	Message received by participants
Read	Message viewed by recipients

Messages are marked as read when they become visible in your chat window. The unread count badge updates automatically as you view messages.

AI Conversations

The AI Conversations section shows your history with the workspace AI assistant. These conversations are saved for future reference and can help you:

• Generate reports and summaries
• Get answers about your workspace data
• Draft content and documents
• Automate repetitive tasks

Huddles (Pro and Above)

Huddles let you start instant audio or video calls directly from any conversation without scheduling a meeting. Perfect for quick discussions that would take too long to type out.

Starting a Huddle

1. Open a channel or direct message conversation
2. Click the huddle icon (headphones) in the conversation header
3. Your huddle starts immediately - participants see a notification to join
4. Others can join by clicking the active huddle indicator in the conversation

During a Huddle

Control	Description
Mute/Unmute	Toggle your microphone on or off
Camera	Turn video on or off
Screen Share	Share your screen with participants
Leave	Exit the huddle

Huddle vs. Meetings

Feature	Huddles	Meetings
Scheduling	Instant, no scheduling	Scheduled with invites
Duration	Casual, typically short	Structured, any length
Recording	Not recorded	Can be recorded
Best for	Quick syncs, clarifications	Formal discussions, presentations

Huddles are available on Pro, Business, and Enterprise plans.

Tips for Effective Communication

Organize with Channels

Create channels for specific purposes rather than using direct messages for group discussions:

• Project channels - Keep all project communication in one place
• Team channels - Departmental updates and coordination
• Topic channels - Discussions around specific subjects (e.g., "Design Reviews")

Use Descriptive Channel Names

Choose clear, searchable names that help team members find the right channel quickly.

Keep Conversations Focused

Use the appropriate channel for each topic. This makes searching easier and keeps discussions organized.

Check Unread Messages Regularly

The badge count in the header shows total unread messages. Click through conversations to stay current with team discussions.

Keyboard Shortcuts

Action	Shortcut
Send Message	Enter
New Line in Message	Shift + Enter
Close Chat Panel	Click outside or press Esc

Frequently Asked Questions

Can I delete a channel? Only channel owners can delete channels. Use the action menu in the channel header.

How do I leave a channel? Open the channel members modal and remove yourself from the participant list.

Are my direct messages private? Yes, DMs are only visible to you and the other person in the conversation.

Can I search across all conversations? Currently, message search works within individual conversations. Use the conversation list filter to find specific channels or DMs by name.

How long are messages stored? Messages are stored permanently and can be accessed anytime through the conversation history.