Boost Team Collaboration with Our New Internal Chat Feature
We are thrilled to unveil the new Internal Chat feature, designed to streamline private team discussions within the Conversations module. This innovative feature empowers you to communicate seamlessly with your team members, keeping all internal dialogues secure and separate from customer interactions. Whether you’re coordinating responses, analyzing customer inquiries, or sharing team updates, the Internal Chat keeps everything organized in one convenient place.
Key Features of Internal Chat
- Private & Real-Time Communication: Start private internal chats within the Conversations module for instant, real-time collaboration. Messages are visible only to the team members you select for each chat.
- Dynamic Messaging Capability: Send messages, emojis, and attachments effortlessly. Set subjects for enhanced searchability and organization, making it easier to keep track of ongoing discussions.
- Manage Participants Easily: Add more team members to existing internal chats as needed and decide whether they can view previous messages.
How to Get Started
Starting an Internal Chat
- Access the Conversations Module: Click on “New” and select “Internal Chat” as your conversation type.
- Choose Participants: Select the team members you wish to include and click Start Chat to initiate the conversation.
- Begin Communicating: Start messaging. You can include text, emojis, and attachments to enrich your communications.
- Organize Your Chat: Add a subject by clicking the edit icon in the top center panel. You can search for chats by subject, participant names, or last message text.
- Add More Users: Click Add Users in the right panel to include more team members. Decide if new participants should have access to the chat’s previous history. Once confirmed, members cannot be removed.
Benefits to Your Team
- Centralized Communication: Keep all internal discussions within your CRM for better organization and easier access.
- Enhanced Decision-Making: Communicate seamlessly to make timely decisions and ensure alignment among team members.
- Improved Efficiency: Coordinate tasks and share updates without switching platforms, all within the same system managing customer interactions.
- Stay Alert: Receive notifications for internal messages to remain updated and responsive.
Note: This feature can be enabled through Labs. 🚀
In analyzing this new addition to our platform, we are confident it will greatly enhance your team’s ability to collaborate effectively and improve operational efficiency.
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