Internal Chat: Private Team Communication

Internal Chat in Stack offers a secure way to communicate with your team members directly within the Conversations module. This feature enhances collaboration by keeping discussions private and efficient, separate from your contact conversations.

What’s Inside

• How to Start an Internal Chat
• How to Add Users to an Existing Internal Chat
• How to Get Notified About Internal Chats
• Access and Permissions for Internal Chats

How to Start an Internal Chat

1. Navigate to Conversations and click on New.
2. Select the Internal Chat option.
3. Choose the users you want to include in the chat.
4. Click Start Chat to begin your conversation.

You can send text messages, emojis, and attachments in these chats. To keep your conversations organized, add a subject by clicking the edit icon at the top center panel. You can later search for chats by subject, participant names, or the last message sent.

Adding Users to an Existing Internal Chat

1. Open the internal chat and click Add Users in the right panel.
2. Select the team members you wish to add and click Next.
3. Decide if they should have access to the previous chat history, then click Confirm.

Note: Once added, users cannot be removed from the chat.

Getting Notified About Internal Chats

To manage your notifications:

1. Go to Settings > My Profile > Notifications.
2. Choose your notification preferences:
   • Receive notifications for every message in internal chats.
   • Receive notifications only when added to a new internal chat.

Access and Permissions

• Create Access: Any user with access to Conversations can initiate internal chats.
• Participant Access: Only account users can be added to internal chats.
• View Access: Only users added to the chat can view the conversation. Other team members will not have access unless they are explicitly added.

Benefits of Internal Chat

• All Communication in One Place: No need for external apps like Slack or email. Keep all discussions within Stack for better organization and accessibility.
• Seamless Collaboration: Communicate instantly without leaving the Conversations module, facilitating quick decision-making and coordination.
• Improved Context & Visibility: Internal Chats stay within the CRM, providing full context for discussions about leads, deals, or support cases.
• Efficient Teamwork: Share updates, ask questions, and strategize—all within the same platform where customer interactions occur.
• Stay Notified & Responsive: Receive notifications for new internal messages, ensuring you never miss critical updates while managing external conversations.

Note: Internal chat is a native feature of the platform and incurs no additional cost.