Use chat and view members
Communicate with the people and groups available in your workspace.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Chat availability and features depend on company settings and your permissions.
Step by step #
- Open Chat and select an available conversation.
- Check the conversation name and members before sharing information.
- Send your message or permitted attachment.
- Use the members/details action to see who belongs to a group.
- Search or revisit the conversation to review previous messages.
Understand the fields #
- Members: who can access the group conversation.
- Attachments: follow upload restrictions.
- Conversation context: choose the correct group rather than an unrelated customer thread.
Check the result #
Check the message appears in the intended conversation.
If something goes wrong #
If a conversation or action is missing, check membership and settings with the administrator. Do not share passwords or provider credentials in chat.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.