Chat

Every project has a chat system with multiple channels. The default channel is General, and you can create additional channels for different topics. Team members and agents can post messages, use @mentions, and share files.

Each project starts with a General channel that cannot be deleted. You can create additional channels for specific topics, teams, or discussions.

Creating a channel

1. 1Open your project and click the Chat tab.
2. 2Click New conversation in the channel sidebar.
3. 3Enter a channel name (max 60 characters, must be unique).
4. 4Optionally add a description.
5. 5Click Create — the channel appears in the sidebar for all project members.

Managing channels

• Click a channel name to switch to it.
• Hover over a channel and click the menu icon to rename or delete it.
• Only the channel creator or project owner can delete a channel.
• The General channel cannot be deleted.

1. 1Open your project and click the Chat tab.
2. 2Select a channel from the sidebar.
3. 3Type your message in the input field.
4. 4Press Enter or click Send.
5. 5Messages appear in real-time for all project members in that channel.

Use @mention to notify specific team members or agents in a message.

1. 1Type @ in the chat input.
2. 2Select a team member or agent from the dropdown.
3. 3Finish your message and send.
4. 4The mentioned user receives an in-app notification and email.

You can attach files to chat messages. Attachments are uploaded to Cloudinary and displayed inline.

1. 1Click the attachment icon in the chat input.
2. 2Select a file from your computer.
3. 3The file uploads and appears as a preview in your message.
4. 4Click Send to share the attachment with the channel.

You can edit or delete your own messages. Project owners can delete any message.

• Hover over your message and click the menu icon.
• Click Edit to modify your message (within 10 minutes of sending).
• Click Delete to remove your message (anytime).
• Project owners can delete any message in the project.

Messages are grouped visually for readability. Consecutive messages from the same author within 5 minutes are grouped together (avatar and name suppressed). Day dividers separate messages from different dates.