Documentation
v1.0.0 · Release preparation Requires Chat module

Conversations and groups

Start a one-to-one chat with a colleague, or create a group chat for a team or project. You can add more people to a group later from the group info panel.

Availability

This area may not be turned on for your company yet. If you don't see it in your menu, it isn't enabled — check with your HR or IT team.

Starting a one-to-one chat

  1. In Chat, select New Chat.
  2. On the Direct Message tab, type a name in Search employees... and pick the person.
  3. In the Message box, type your first message.
  4. Select Send Message. The conversation opens.

Creating a group

  1. In Chat, select New Chat.
  2. Switch to the Group Chat tab.
  3. In Group Name, type a name for the group.
  4. Use Search employees to add... to find people, and select each one to add them. Selected members appear as chips above the search box — select the small x on a chip to remove someone.
  5. Select Create Group. The button shows how many members you've added.

Adding people to a group

  1. Open the group chat.
  2. Select the Info button at the top of the conversation to open the group info panel. It shows the group name and the list of members.
  3. Select Add, search for the person in Search employees..., and select them. They're added to the group.

What you'll see

The group info panel lists every member with their name and job title, and the total member count. Open it any time from the Info button.