Chat lets your team collaborate directly on projects, contacts, organizations, and activities. It's separate from Power-Chat, which is an AI conversation feature.
Chat appears as a tab on the project, contact, organization, or activity view. If you don't see it, click the 'Settings' icon to bring the chat tab into view.
Chat is also available in the right-hand sidebar of a project, contact, organization, or activity. Click the 'Settings' icon on the sidebar and choose the chat view.
Type your message and press Enter to submit it. You can also paste images directly into the message field — they appear as thumbnails, and clicking a thumbnail opens the image in full size.
Click the 'More' icon in the upper-right corner of your message, then choose 'Edit' or 'Delete'. Only the message owner can edit or delete their messages.
Click the 'More' icon in the upper-right corner of any message and choose 'Quote'. The quoted content appears in your reply.
Each message displays the owner's name and the submission date and time in its header.
Chat supports Power-Links. Any user you reference receives an email notification and an alert in the notification tile on their dashboard.