Team Chat¶
Overview¶
Team Chat (/team-chat) is where your team talks to each other. It sits beside
the customer inbox but is entirely separate from it: nothing written here is
ever visible to a customer, and nothing here is attached to a customer
conversation.
Use it for the running commentary a shift needs — who is covering what, a question about a price, a heads-up that a caller is about to be transferred.
Team Chat: internal direct messages and group conversations.
Direct messages and groups¶
New chat starts either kind:
- Direct message — a private one-to-one thread with a colleague. Search for them by name.
- Group — a named conversation with several people, for a shift, a team or a piece of work.
Groups show their member count in the header, and open into Group settings for managing the conversation.
Managing a group¶
From Group settings you can:
- Rename the group. Only the person who created it, plus owners and admins, can do this — everyone else sees the name as read-only.
- Add members from your team. Anyone already in the group is filtered out of the picker.
- Remove a member.
- Leave the group yourself. Leaving stops further messages reaching you and ends your access to the conversation's history, so it is worth being sure.
Messages¶
Messages can be edited or deleted after sending. An edited message is marked as edited rather than changed silently, and a deleted one leaves a placeholder so a thread does not quietly rearrange itself around a gap.
Team Chat vs the inbox¶
| Team Chat | Inbox | |
|---|---|---|
| Who is in the conversation | your colleagues | your customers |
| Where the messages come from | inside ConnectGain | WhatsApp, Messenger, Instagram, Telegram, TikTok, email |
| Visible to the customer | never | yes |
| Attached to a contact record | no | yes |
If you want to leave a note about a customer that your team can see, that belongs on the conversation or the contact in the inbox — not here.
Related¶
- Inbox — customer conversations
- Team management — who is on the team and what they can reach
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