Chat with your team in the Inbox
Start one-to-one chats, create groups, and keep an internal thread for a client.
The Inbox is a simple chat for your team. It is for colleagues inside the same company. It is not email and it cannot message customers.
Start a chat with a colleague
- Open Inbox from the left menu.
- In the search box, type the person's name (the box says "Search people, clients, or chats...").
- Under PEOPLE, select their name. The chat opens on the right.
- Type your message in the box at the bottom and send it.
Chats you already have appear in the Chats list on the left, with an unread badge when there is something new. Search also finds existing chats by name.
Create a group
- Select the + button at the top of the Chats list (Create a group).
- Enter a Group name.
- Tick the people to add under Add members.
- Select Create Group.
You must name the group and pick at least one other person, or you will see "Please name the group." or "Pick at least one more person."
A thread for a client
If your role can view clients, searching also lists CLIENTS. Selecting a client opens an Internal client thread. It is only for your staff, like a notes log named after that client. The client cannot see or reply to it.
Good to know
- The list and open chat refresh by themselves every few seconds while the page is open, so you do not need to reload.
- If a message fails to send, your text stays in the box so you can try again.
- With no colleagues yet, the group picker says "No other colleagues yet." Add people first; see Add and manage employees.