Team Chat

Team Chat is in development and is not generally available. It will appear in the sidebar for enabled businesses after release checks pass.

Users and linked Employees can exchange direct messages, private group messages and messages in invited team channels. Channel managers control the channel name and member list. Joining Chat does not give someone access to Email, accounting or another feature.

From Jobs or My Jobs, Open job chat opens the shared discussion for a job you can currently access. Existing job notes remain available. A mention offers only people who can currently participate in that conversation and its linked item. Mentioning someone does not add them to a private room or grant access to the item.

The Snoozed view keeps snoozed conversations easy to find. Open a conversation there and choose Return to inbox to bring it back to the active chat lists.

Notifications open the same conversation. For an enabled business, New in Notifications starts a team chat. Reading or dismissing an alert is separate from reading Chat history. If sending is interrupted, keep your draft and retry so the saved message can be recovered without posting it twice.

Advisor accounting conversations and invoking agents are separate follow-on work. Employees will not be able to invoke agents. The first release covers responsive web; native mobile push and offline support are not part of this milestone.